Frontegra Phocas Small Cap Value Fund

Class Inst (FPSVX)
Scorecard
3 / 5 Stars
Lipper
4 4 3 4
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

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 30.11 percent over the past year, 13.21 percent over the past three years, and 24.75 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 30.1%
3 Years (Annualized) 13.2%
5 Years (Annualized) 24.8%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term total investment return through capital appreciation. The fund invests at least 80% of its net assets in domestic common stocks and other equity securities (including convertible preferred stocks and warrants) of small-capitalization companies, consistent with companies within the Russell 2000® Value Index. It will typically invest in 80 to 120 companies with initial weightings between 0.50% to 1.50% of total fund value in order to have broad industry representation and reduce individual security risk within the fund.

Fees

Fees are Low compared to funds in the same category.
Frontegra Phocas Small Cap Value Fund has an expense ratio of 1.05 percent.

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Risk

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

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