3 / 5 Stars
3 2 2 3 1
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 117 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 24.47 percent over the past year, 9.64 percent over the past three years, 24.04 percent over the past five years, and 8.54 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||8.5%|
The investment seeks maximum long-term total return consistent with reasonable risk to principal, by investing primarily in equity securities. The fund normally invests at least 80% of its net assets plus borrowings in the securities of small capitalization companies. Currently, small capitalization companies are defined as companies whose market capitalization, at the time of purchase, is less than $3 billion. The fund invests primarily in U.S. traded equity securities of small capitalization companies.
Fees are High 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.