Top 5 Zacks #1 Ranked Small-Cap Mutual Funds - Best of Funds
12 3월 2013 - 2:49AM
Zacks
For investors looking for diversification across different
sectors and companies, small-cap funds would be a good choice.
These funds invest in different small cap firms from various
sectors, as a result of which the risk gets diversified. Investors
willing to get significantly high returns and having a high risk
appetite should invest in these funds. As these funds focus on
small cap companies it enjoys an additional benefit of higher
flexibility because of the quicker decision making of these
firms.
Below we will share with you 5 top rated small-cap mutual funds.
Each has earned a Zacks #1 Rank (Strong Buy) as we expect these
mutual funds to outperform their peers in the future. To view the
Zacks Rank and past performance of all small-cap funds, investors
can click here to see the complete list of funds.
Schneider Small Cap Value (SCMVX) seeks capital growth
over the long term. The majority of its assets are invested in
small cap stocks which are undervalued. A maximum of 20% of its
assets may be invested in foreign securities as well as in American
Depositary Receipts (ADRs). This small-cap mutual fund has a one
year annualized return of 31.78%.
Arnold C. Schneider III is the fund manager and he has managed
this small-cap mutual fund since 1998.
Keeley Small Cap Value A (KSCVX) invests heavily in
common stocks of small cap firms. The market capitalization of
these companies must be equal to or lower than $3.5 billion.
However, it may invest in companies with higher market
capitalizations, if the fund meets other criteria. The small-cap
mutual fund has a one year annualized return of 24.54%.
As of December 2012, this small-cap mutual fund held 128 issues,
with 1.28% of its total assets invested in LB Foster Company Class
A.
Fidelity Advisor Small Cap Value A (FCVAX) seeks capital
growth. The fund invests a large share of its assets in instruments
of the small cap firms. It invests in those small cap stocks which
are considered to be undervalued. This small-cap mutual fund
returned 22.24% over the last one year period.
The small-cap mutual fund has a minimum initial investment of
$2,500 and an expense ratio of 1.44% compared to a category average
of 1.41%.
PNC Small Cap A (PPCAX) invests heavily in domestic small
cap companies. The market capitalization of these companies must be
within 100 million and $3 billion or within the range of the
Russell 2000 Index. This small-cap mutual fund returned 21.10% over
the last one year period.
Gordon A. Johnson is the fund manager and he has managed this
small-cap mutual fund since 2004.
Gabelli Small Cap Growth AAA (GABSX) seeks high capital
growth. The fund invests heavily in equity instruments of small cap
companies. It predominantly invests in common stocks which have
good growth potential. This small-cap mutual fund returned 20.02%
over the last one year period.
The small-cap mutual fund has a minimum initial investment of
$1,000 and an expense ratio of 1.41% compared to a category average
of 1.33%.
To view the Zacks Rank and past performance of all small-cap
mutual funds, investors can click here to see the complete list of
funds.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find
funds that not only outpaced the market in the past but are also
expected to outperform going forward. Learn more about the Zacks
Mutual Fund Rank.
View All Zacks #1 Ranked Mutual Funds
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