3 / 5 Stars
1 1 3 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 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 20.92 percent over the past year, 11.91 percent over the past three years, 18.48 percent over the past five years, and 7.10 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.5%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||7.1%|
The investment seeks above-average capital appreciation. The fund normally invests at least 80% of assets in common stocks and securities convertible into common stocks of small-cap companies, which the advisor considers to be companies with market capitalizations within the market cap range of companies included in the Russell 2000 Index or the Standard & Poor's SmallCap 600 Index. It may invest up to 20% of the fund's assets in foreign securities, including stocks and other equity-related investments and other investment-grade fixed-income securities of foreign issuers. The fund may also invest up to 25% of fund assets in real estate investment trusts.
Fees are High compared to funds in the same category.
Prudential Small Cap Value Fund has an expense ratio of 1.94 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.