5 / 5 Stars
5 5 2 3 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 in Small Value
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 36.97 percent over the past year, 18.21 percent over the past three years, 33.62 percent over the past five years, and 10.34 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||18.2%|
|5 Years (Annualized)||33.6%|
|10 Years (Annualized)||10.3%|
The investment seeks maximum capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. It invests primarily in the common and preferred stocks of small-capitalization U.S. companies. The fund emphasizes investments in companies that have below average valuations and above average earnings growth prospects. It seeks maximum capital appreciation primarily through investing in common stocks that the Subadvisor considers to be undervalued.
Fees are Low compared to funds in the same category.
Skyline Special Equities Portfolio has an expense ratio of 1.32 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.