2 / 5 Stars
2 1 1 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#54 in Small Value
U.S. News evaluated 113 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 27.84 percent over the past year, 6.54 percent over the past three years, 4.94 percent over the past five years, and 13.04 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.8%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||13.0%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of net assets in small cap companies. It invests primarily in common stocks of companies the adviser believes are undervalued. The fund may invest in convertible securities without regard to their credit rating. It may also invest up to 20% of the value of net assets in securities of foreign issuers, including American Depositary Receipts ("ADRs").
Fees are Low compared to funds in the same category.
Schneider Small Cap Value Fund has an expense ratio of 1.15 percent.
Risk is High compared to funds in the same category according to Morningstar.