2 / 5 Stars
1 1 2 2 2
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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.
The fund has returned 20.96 percent over the past year, 12.43 percent over the past three years, 16.54 percent over the past five years, and 7.22 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||7.2%|
The investment seeks to provide capital appreciation. The fund invests primarily in various types of equity securities of small capitalization companies that the adviser believes are undervalued. Under normal circumstances, at least 80% of its net assets will be invested, at the time of purchase, in common stocks of small cap companies. Small capitalization companies typically are companies with market capitalizations within the range of companies in the Russell 2000 Value Index at the time of acquisition.
Fees are Low compared to funds in the same category.
Ivy Small Cap Value Fund has an expense ratio of 2.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.