Small Cap Value Fund

Class Other (SCAPX)
Scorecard
5 / 5 Stars
Lipper
5 5 2 5 5
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 34.63 percent over the past year, 23.30 percent over the past three years, and 28.30 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 13.1%
1 Year 34.6%
3 Years (Annualized) 23.3%
5 Years (Annualized) 28.3%
10 Years (Annualized) N/A

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Summary

The investment seeks growth. The fund invests primarily in smaller U.S. headquartered common stocks that have a market capitalization of less than $2 billion. It may choose to hold a stock even if it grows beyond the $2 billion market capitalization as long as it continues to be attractive based on the investment criteria. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Small Cap Value Fund has an expense ratio of 0.95 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Adam Asset Funds Funds