3 / 5 Stars
3 2 2 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#45 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 26.07 percent over the past year, 13.44 percent over the past three years, 23.28 percent over the past five years, and 7.41 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.0%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||7.4%|
The investment seeks capital appreciation by investing primarily in common stocks, securities convertible into common stocks and in special situations. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000® Value Index. It may invest in companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.
Fees are High compared to funds in the same category.
Robeco WPG Small/Micro Cap Value Fund has an expense ratio of 1.54 percent.
Risk is Average compared to funds in the same category according to Morningstar.