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FPA Queens Road Small Cap Value Fund Investor ClassMutual Fund Symbol: QRSVX Feb 18, 2025 NAVPS: $40.726 Change: $0.0063 0.0002% QuoteMedia Fund Score: 1m 3m 6m 1y 3y 5y 10y 27. Jan3. Feb10. Feb17. Feb4040.2540.540.754141.25 Investment Objective The Fund seeks long-term capital ...
LSV Small Cap Value Fund (LSVQX) 9.38% -0.21% 7.38% 7.38% 6.20% 8.66% 7.07% Russell 2000 Value 8.44% -1.06% 8.05% 8.05% 1.94% 7.29% 7.14%Performance over one year is annualized. The performance data quoted represents past performance. Past performance is not indicative of future results...
Small-Cap Value Fund Practices Patience.Reports on the undervalued small-capitalization stocks of Wachovia Special Values Fund as of July 16, 2001.ShipmanJohnEBSCO_bspWall Street Journal Eastern Edition
Value Line Small Cap Opportunities Fund has an expense ratio of 1.18 percent. Net Expense Ratio 1.18 Category Average: 1.19%* Management 0.74 Category Average: 0.79%* SEE MORE VLEOX FEES Updated 10/31/23 Risk Risk is High compared to funds in the same category according to Morningstar. ...
Value vs. growth funds.Small-cap funds and large-caps funds can be further divided into those that are oriented tovalue investments or growth investments. Each type does better in different markets, and all funds are not the same. Expense ratio.Theexpense ratiois the cost to own a fund, ...
Fund Fact Sheet: Small Cap Value Fund as of 12/31/24 Objective The investment objective of the Small Cap Value Fund is capital appreciation. Principal Investment Strategy The Small Cap Value Fund normally invests at least 80% of its net assets plus borrowings for investment purposes in common...