DGHM V2000 SmallCap Value Fund

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

#56 in Small Value

U.S. News evaluated 122 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 24.66 percent over the past year, and 13.50 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.5%
1 Year 24.7%
3 Years (Annualized) 13.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund invests primarily in a diversified portfolio of publicly traded equity securities of domestic companies that the Advisor believes are undervalued. The companies will be characterized as small capitalization and may be unseasoned or established companies. As a matter of investment policy, the fund will generally invest so that, under normal circumstances, at least 80% of the value of its net assets, plus the amount of borrowings for investment purposes, are invested in publicly traded equity securities.

Fees

Fees are Low compared to funds in the same category.
DGHM V2000 SmallCap Value Fund has an expense ratio of 1.01 percent.

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Risk

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

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See Also:

Top DGHM Funds