3 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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 25.07 percent over the past year, 14.64 percent over the past three years, and 20.47 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies within the Russell 2000® Value Index (which measures the performance of the small-cap value segment of the U.S. equity universe), at the time of purchase, that the sub-adviser believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities and depositary receipts.
Fees are Low compared to funds in the same category.
VY Columbia Small Cap Value II Portfolio has an expense ratio of 1.36 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.