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Cove Street Capital Small Cap Val Inv (CSCSX)

34.13 Up 0.14(0.41%) Apr 17
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Prev Close:34.13
YTD Return*:-2.27%
Net Assets*:56.29M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CSCSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FOR5.57-13.63
CIM5.089.03
WTM4.94-1.15
TAM4.927.03
AREX4.828.08

Fund Basics

Morningstar Overall Rating:
Total Assets:56.29M
Category:Small Value
Annual Report Expense Ratio (net):1.44%

Performance & Risk

YTD Return:-2.27%
5y Avg Return:28.96%
Rank in Category (ytd):98
% Rank in Category (ytd):25.13%
Beta (3y):1.25
Morningstar Risk Rating:4

Fund Summary

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
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