Cove Street Capital Small Cap Val Instl (CSCAX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for CSCAX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.69%|
Performance & Risk
|5y Avg Return:||29.14%|
|Rank in Category (ytd):||98|
|% Rank in Category (ytd):||25.13%|
|Morningstar Risk Rating:||4|
The investment seeks capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a limited number of equity securities of small capitalization companies. The advisor considers a company to be a small-cap company if it has a market capitalization, at the time of purchase, in the range of $50 million to $5 billion. Although it will invest primarily in the equity securities of U.S. companies, the fund may also invest up to 20% of its assets in the securities of foreign companies, including common and preferred stocks. View More