Small Cap Value Fund

Class Other (SCAPX)
5 / 5 Stars
5 5 2 5 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
A (Buy)

#1 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.

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The fund has returned 33.02 percent over the past year, 19.74 percent over the past three years, and 34.25 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year 33.0%
3 Years (Annualized) 19.7%
5 Years (Annualized) 34.2%
10 Years (Annualized) N/A

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

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See Also:

Top Adam Asset Funds Funds