Snow Capital Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
4 4 2 1 2
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

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 23.75 percent over the past year, and 15.76 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 23.7%
3 Years (Annualized) 15.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with market capitalizations between $100 million and $3 billion ("small-cap companies"). Its investments in equity securities may include common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds ("ETFs") that invest in equity securities of small-cap companies. In addition to equity securities, the fund may also invest up to 15% of its net assets in U.S. government or U.S. agency obligations.

Fees

Fees are Low compared to funds in the same category.
Snow Capital Small Cap Value Fund has an expense ratio of 2.59 percent.

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Risk

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

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See Also:

Top Snow Capital Management L.P. Funds