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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#74 in Small Value
U.S. News evaluated 115 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 35.93 percent over the past year, 14.26 percent over the past three years, 19.65 percent over the past five years, and 9.10 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||29.6%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||9.1%|
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 Low compared to funds in the same category.
Sterling Capital Small Cap Value Fund has an expense ratio of 1.33 percent.
Risk is Average compared to funds in the same category according to Morningstar.