2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 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 21.08 percent over the past year, 8.38 percent over the past three years, 21.19 percent over the past five years, and 8.39 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in undervalued common stocks of small US companies, which the fund defines as companies that are similar in market value to those in the Russell 2000 (Reg. TM) Value Index. While it invests mainly in US stocks, the fund could invest up to 20% of total assets in foreign securities.
Fees are Low compared to funds in the same category.
DWS Small Cap Value Fund has an expense ratio of 2.06 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.