3 / 5 Stars
5 5 2 1 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 24.96 percent over the past year, and 16.94 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.6%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Snow Capital Small Cap Value Fund has an expense ratio of 1.61 percent.
Risk is High compared to funds in the same category according to Morningstar.