1 / 5 Stars
1 1 4 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#84 in Small Value
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 18.79 percent over the past year, 9.16 percent over the past three years, 18.44 percent over the past five years, and 8.83 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||8.8%|
The investment seeks capital appreciation. The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock prices are believed to be undervalued by the fund's portfolio managers. It invests, under normal circumstances, at least 80% of its net assets in equity securities of small companies whose market capitalization, at the time of initial purchase, is less than the 12-month average of the maximum market capitalization for companies included in the Russell 2000® Value Index. The fund may invest up to 20% of its net assets in cash or similar investments.
Fees are High compared to funds in the same category.
Perkins Small Capital Value Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.