Capital Management Small Cap Inv (CMSVX)
20.06 0.01(0.05%) May 23
* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for CMSVX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.83%|
Performance & Risk
|5y Avg Return:||8.36%|
|Rank in Category (ytd):||15|
|% Rank in Category (ytd):||2.14%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation; current income is a secondary consideration.
The fund invests primarily in equity securities of small-capitalization ("small-cap") companies. It considers a small-cap company to be one that has market capitalization within the range of $100 million to $1.5 billion. The fund will invest at least 90% of its total assets in equity securities, of which at least 80% of its total assets will be invested in the equity securities of small-cap companies. It may invest in derivative instruments, including put and call options. View More