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Top Small-Cap Equity Funds
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ShareToday we are featuring top-performing “Small-Cap" equity mutual funds, which primarily invest in equity securities of companies that have market capitalizations of less than $2 billion.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Small-Cap Equity Funds.
3 Solid Choices
Buffalo Small Cap (BUFSX) seeks long-term growth of capital. The fund invests primarily in common stocks, preferred stocks, convertible preferred stocks warrants and rights of domestic companies that have a market capitalization of $1 billion or less at the time of purchase.
The fund has an expense ratio of 1.01%. As of December 2008, its portfolio turnover was 8%.
Among top holdings at the fund are Waddell & Reed Financial Inc. (WDR - Analyst Report), MKS Instruments Inc. (MKSI - Snapshot Report) and DeVry Inc. (DV - Analyst Report).
Queens Road Small Cap Value (QRSVX) pursues its objective of long-term growth by following a value-oriented investment strategy in which investments are selected based on their potential for capital growth. It is non-diversified.
Steve Scruggs has managed the fund since its inception in June 2002. The fund’s total returns have outperformed its benchmark index in the last 1-, 3- and 5-year periods.
Darling International (DAR - Snapshot Report), Scholastic Corp. (SCHL - Snapshot Report) and Tellabs Inc. (TLAB - Analyst Report) are some of the fund’s key holdings.
Needham Small Cap Growth (NESGX) was incepted in May 2002. The fund seeks long-term, tax-efficient capital appreciation by investing primarily in equity securities of smaller public companies with well managed, financially strong businesses.
Unit holders need to make a minimum initial investment of $5,000 to enter this Zacks#1 Rank “Strong Buy”) fund. The fund distributes dividends annually.
The fund’s major Holdings include Conmed Corp. (CNMD), ICx Technologies Inc. (ICXT) and Cognex Corp. (CGNX - Snapshot Report).
Discover Many More Funds
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual funds section. This part of Zacks.com offers a variety of tools, including mutual fund research, a new mutual fund screener, helpful answers to frequently asked questions and quick access to prospectuses and other information.
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.
Read the full analyst report on BUFSX
Read the full analyst report on QRSVX
Read the full analyst report on NESGX
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| Market Summary | May 25, 2012 17:07 pm ET |
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