Gator Focus Fund

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 32.52 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 32.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of small capitalization ("small-cap") companies. Under normal market conditions, it will invest at least 65% of its total assets in equity securities of small-cap companies. The Adviser considers small-cap companies to be those having market capitalizations below the market capitalization of the Russell 2000 Index's largest capitalization company. The Focus Fund also may invest in equity securities of mid-capitalization ("mid-cap") companies. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Gator Focus Fund has an expense ratio of 1.49 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Gator Funds