| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
1
1
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#67 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.
Performance
The fund has returned 45.90 percent over the past year, 11.71 percent over the past three years, 5.45 percent over the past five years, and 11.77 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.6% |
| 1 Year | 45.9% |
| 3 Years (Annualized) | 11.7% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 11.8% |
Summary
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
Fees are Below Average compared to funds in the same category.
Schneider Small Cap Value Fund has an expense ratio of 1.15 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
