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Best Performing Funds Year To Date

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Small-cap stocks are considered to be a good option only for those investors with an appreciable appetite for risk. But investing in quality small cap stocks can generate better returns than most large or mid cap companies due to their higher growth potential. Mutual funds investing in small cap stocks provide a great deal of liquidity and comfort. This is because they provide opportunities for the common investor to capitalize on the growth potential of those companies without having to worry about individual trades to square off their positions.

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

Bridgeway Ultra-Small Company

#1 Strong Buy

21.0%

Emerald Growth A

#1 Strong Buy

20.6%

Columbia Frontier A

#1 Strong Buy

19.9%

Principal SmallCap Growth II R3

#1 Strong Buy

18.9%

Invesco Van Kampen SmallCapValue A

#1 Strong Buy

18.8%

 

Bridgeway Ultra-Small Company (BRUSX - MF report) seeks total return over the long term on capital. The fund invests the majority of its assets in companies which are within the range of the smallest 20% of the companies in terms of market cap on the NYSE. It focuses on acquiring common stock, but may also purchase convertible securities, warrants and highly-rated debt. This small-cap mutual fund has a ten year annualized return of 10.82%.

The fund manager is John Montgomery and he has managed this small-cap mutual fund since 1994.

Emerald Growth A (HSPGX - MF report) invests a large share of its assets in common and preferred stocks and related convertible securities. The fund also invests in other equity instruments and invests in companies regardless of their size. This small-cap mutual fund has a ten year annualized return of 6.15%.

The small-cap mutual fund has a minimum initial investment of $2,000 and an expense ratio of 1.29% compared to a category average of 1.47%.

Columbia Frontier A seeks capital appreciation. A minimum of 65% of the fund’s assets are invested in equity securities issued by small domestic companies. This small-cap mutual fund has a ten year annualized return of 2.67%.

The fund manager is John Schonberg and she has managed this small-cap mutual fund since 2010.

Principal SmallCap Growth II R3 (PPMMX - MF report) utilizes the majority of its assets to invest in small cap companies .The market capitalization of these companies must be equal to or smaller than $2.5 billion or that of the company with the highest market cap in the Russell 2000 Growth Index, whichever is higher. This small-cap mutual fund has a ten year annualized return of 5%.

As of March 2012, this small-cap mutual fund held 869 issues, with 6.62% of its total assets invested in Russell 2000 Mini Jun12.

Invesco Van Kampen SmallCapValue A (VSCAX - MF report) seeks capital growth. A large share of the fund’s assets is invested in small cap companies which are attractively priced relative to their intrinsic value. This small-cap mutual fund has a ten year annualized return of 8.86%

The small-cap mutual fund has a minimum initial investment of $1,000 and an expense ratio of 1.33% compared to a category average of 1.43%.

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 at http://www.zacks.com/funds.

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