4 / 5 Stars
4 5 3 3 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 118 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 32.71 percent over the past year, 17.05 percent over the past three years, 28.55 percent over the past five years, and 8.44 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||28.5%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in microcap value stocks. It buys microcap value stocks using a quantitative model. The fund defines "microcap stocks" as stocks of companies that have market capitalization at the time of the fund's initial purchase of between $20 million and the market capitalization that marks the point between the 8th and 9th deciles of New York Stock Exchange listed stocks. It defines "value stocks" primarily as those with low price-to-book characteristics.
Fees are Low compared to funds in the same category.
RBC Microcap Value Fund has an expense ratio of 1.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.