4 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#9 in Small Value
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 27.89 percent over the past year, 16.37 percent over the past three years, 33.00 percent over the past five years, and 9.32 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||33.0%|
|10 Years (Annualized)||9.3%|
The investment seeks capital appreciation. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. Such common stocks include stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index and real estate investment trusts (REITs). In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.
Fees are Low compared to funds in the same category.
Undiscovered Managers Behavioral Value Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.