3 / 5 Stars
3 3 2 3 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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 27.48 percent over the past year, 10.00 percent over the past three years, 28.05 percent over the past five years, and 8.82 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||28.1%|
|10 Years (Annualized)||8.8%|
The investment seeks maximum long-term total return consistent with reasonable risk to principal, by investing primarily in equity securities. Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small companies are defined as companies with market capitalizations within the range of those companies in the Russell 2000® Value Index at the time of purchase.
Fees are Low compared to funds in the same category.
Sterling Capital Small Cap Value Diversified Fund has an expense ratio of 1.04 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.