mutual fundsMorningstar small-cap fundsstar ratingcategory ratingrisk/return performanceinvestment styleperformance clustersThe Morningstar category rating is preferred to the Morningstar star rating with respect to the preponderance of its associations with both the Jensen Alpha and Sharpe Index. But, ...
5. The Morningstar Small Blend Category includes funds that invest primarily in U.S. small-cap companies where neither strong growth nor value characteristics predominate. 6. A portion of the Fund's returns may be comprised of return of capital or short term capital gains. The Fund will deter...
tickerQLSGXQ L S G XMutual Funds.Small Cap. Overview AT A GLANCE Portfolio Assets 11-30-2024November 30 2024 $549.4M YTDReturnNAV 12-22-2024December 22 2024 16.93% Equity Gross Expenses 1.01% Net Expenses 0.88% Documents Fact SheetProspectus ...
Get WTLROX mutual fund information for Small-Cap-Growth-Fund-CL-R1, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more
Morningstar expresses the Morningstar Medalist Rating on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value, or “positive alpha,” over the long term when compared with a relevant ...
AMG Funds AMG GW&K Small Cap Value Fd Cl N News Mutual Funds Investing News, Analysis and Tips Oct 15, 2001 7:38 AM EDT The Big Screen: Four-Star Funds That Don't Twinkle Some duds are highly ranked. Beware. Mutual Funds Investing News, Analysis and Tips Sep 3, 2001 2:17 AM EDT...
Mutual funds are subject to risks and fluctuate in value. Product classifications noted at the top are Federated Hermes' internal classifications. The holdings percentages are based on net assets at the close of business on the date above, and may not necessarily reflect adjustments that are routin...
See American Funds SMALLCAP World Fund (SFCWX) mutual fund ratings from all the top fund analysts in one place. See American Funds SMALLCAP World Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
Home Mutual Funds Baron Small Cap Fund CompareHow to Invest Baron Small Cap Fund Symbol BSCFXCUSIP: 068278308 S Small-Cap Growth Share ClassRetail Nav $31.33 Daily Change -$4.62 (-1.12%) As of 12/17/2024 Net Assets $4.52 B As of 09/30/2024 Morningstar Rating™ As of 09/30/202...
See Congress Small Cap Growth Fund (CSMCX) mutual fund ratings from all the top fund analysts in one place. See Congress Small Cap Growth Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.