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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.
Bridgeway Small-Cap Value (BRSVX - MF report) seeks long term capital growth and appreciation. The fund invests the majority of its investment in equity securities of small cap firms. Investments are made by the fund adviser using statistical techniques. The small-cap mutual fund has a three year annualized return of 14.49%.
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%.
Keeley Small Cap Value A (KSCVX - MF report) seeks capital growth by investing a large share of its assets in companies with a market capitalizations not exceeding $3.5 billion. Investments are also made in underrated stocks and in companies going through dynamic changes. The small-cap mutual fund has a three year annualized return of 13.04%.
John L. Keeley Jr. is the fund manager and he has managed this small-cap mutual fund since 1993.
PNC Small Cap A (PPCAX - MF report) seeks capital growth. The fund invests the majority of its assets in small cap firms. These firms must be domestic companies with a market capitalization between $100 million and $3 billion. The small-cap mutual fund has a three year annualized return of 15.87%.
As of March 2013, this small-cap mutual fund held 48 issues, with 4.50% of its total assets invested in Virtus Investment Partners, inc.
PNC Multi Factor Small Cap Core A (PLOAX - MF report) seeks capital growth. Most of its funds are invested in small cap companies whose market capitalization is lower than the average of the highest market cap company, within Russell 2000 Index, in past 3 years till December 31. The small-cap mutual fund has a three year annualized return of 16.30%.
The small-cap mutual fund has a minimum initial investment $1,000 and an expense ratio of 1.16% compared to a category average of 1.43%.
Touchstone Small Cap Core A (TSFAX - MF report) is a non-diversified fund that invests in 30 to 40 securities and seeks capital growth. The majority of the fund’s investments are made in domestic small cap companies. The fund focusses on acquiring small cap stocks.The small-cap mutual fund has a three year annualized return of 17.76%.
Jonathan T. Moody is the fund manager and he has managed this small-cap mutual fund since 2009.
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.