3 / 5 Stars
1 2 4 4 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.12 percent over the past year, and 11.19 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
DGHM V2000 SmallCap Value Fund has an expense ratio of 1.90 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.