3 / 5 Stars
5 5 2 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 117 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 27.49 percent over the past year, 14.49 percent over the past three years, and 23.88 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||23.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund normally invests at least 80% of the fund's assets in equity securities (i.e., common stocks, preferred stocks, convertible securities and rights and warrants) of small-capitalization companies. Small-capitalization companies means those companies with market capitalizations within the range of companies included in the Russell 2000® Index. The fund may, however, also invest (i) in equity securities of larger companies and (ii) up to 25% of its assets in foreign securities.
Fees are High compared to funds in the same category.
Munder Veracity Small-Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.