Top 5 Best Performing Small Cap Mutual Funds Year to Date - Best Performing Funds Year To Date
23 5월 2013 - 5:45AM
Zacks
When investors have the willingness to take short term positions
and the ability to bear a certain degree of risk, small-cap funds
could be the correct choice. These funds generate significant
demand driven sales during a market upswing, which lead to an
increase in their prices. Smaller firms also look to continuously
reinvest their profits back into their business. This reassures
shareholders of superior performance and higher profit potential
from such companies. Small Cap funds therefore make excellent
additions to a well-diversified portfolio.
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.
Mutual Fund
|
Zacks Rank
|
Total Return
YTD
|
ProFunds UltraSmall Cap Investor
|
#3 Hold
|
24.20%
|
Bridgeway Ultra-Small Company
|
#1 Strong Buy
|
19.94%
|
Pacific Advisors Small Cap Value A
|
#2 Buy
|
19.63%
|
Bridgeway Small-Cap Value
|
#1 Strong Buy
|
17.19%
|
Diamond Hill Small Cap A
|
#1 Strong Buy
|
16.79%
|
ProFunds UltraSmall Cap Investor
(UAPIX) seeks to provide daily returns which are twice as much as
the daily performance of the Russell 2000 Index. The fund purchases
equity securities and derivatives which have similar return
characteristics. This small-cap mutual fund is non-diversified and
has returned 32.97% over the last one year period.
The small-cap mutual fund has a minimum initial investment of
$15,000 and an expense ratio of 1.89% compared to a category
average of 1.32%.
Bridgeway Ultra-Small Company (BRUSX) invests a large
share of its assets in a wide range of “ultra-small companies”. A
maximum of 15% of its assets are invested in foreign instruments.
This small-cap mutual fund returned 26.27% over the last one year
period.
The fund manager is John Montgomery and he has managed this
small-cap mutual fund since 1994.
Pacific Advisors Small Cap Value A (PASMX) seeks capital
growth. The fund invests the majority of its assets in small cap
companies. These firms must have a market capitalization not
exceeding $2 billion. This small-cap mutual fund returned 17.80%
over the last one year period.
As of December 2012, this small-cap mutual fund held 30 issues,
with 4.93% of its total assets invested in Saia, Inc.
Bridgeway Small-Cap Value (BRSVX) invests in a wide range
of stocks issued by small cap firms which are listed on the NYSE,
NYSE MKT and NASDAQ. The fund focusses on acquiring small cap value
stocks. This small-cap mutual fund returned 27.21% over the last
one year period.
The small-cap mutual fund has a minimum initial investment of
$2,000 and an expense ratio of 0.94% compared to a category average
of 1.41%.
Diamond Hill Small Cap A (DHSCX) seeks capital growth
over the long-term. The fund invests the majority of its assets in
domestic equity securities issued by small cap firms. These
securities are believed to be attractively priced relative to their
underlying value at the time of the purchase. This small-cap mutual
fund returned 22.26% over the last one year period.
The fund manager is Tom Schindler and he has managed this
small-cap mutual fund since 2000.
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.
Get Your Free (BRSVX): Fund Analysis Report
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