Cove Street Capital Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
4 2 3 1 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

#16 in Small Value

U.S. News evaluated 119 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.67 percent over the past year, 18.65 percent over the past three years, 28.96 percent over the past five years, and 7.17 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date -2.3%
1 Year 20.7%
3 Years (Annualized) 18.7%
5 Years (Annualized) 29.0%
10 Years (Annualized) 7.2%

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Summary

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a limited number of equity securities of small capitalization companies. The advisor considers a company to be a small-cap company if it has a market capitalization, at the time of purchase, in the range of $50 million to $5 billion. Although it will invest primarily in the equity securities of U.S. companies, the fund may also invest up to 20% of its assets in the securities of foreign companies, including common and preferred stocks.

Fees

Fees are Low compared to funds in the same category.
Cove Street Capital Small Cap Value Fund has an expense ratio of 1.44 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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