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3 Small-Cap Value Mutual Funds for Prolific Returns
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Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e, stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a discount to book value, low price-to-earnings ratios and high dividend yields.
Value investing is a very popular strategy, and for a good reason. After all, who doesn’t want to find stocks with low PEs, solid outlooks, and decent dividends? Added to that small-cap funds are good choices for investors with a high-risk appetite as companies with small market capitalizations are expected to have higher growth potential than large- and mid-cap companies. Small-cap funds generally invest in companies having a market cap lower than $2 billion. Also, small-cap funds also expected to provide diversification across different sectors and companies.
Vericimetry U.S. Small Cap Value Fund seeks long-term capital gains by investing the majority of its net assets in U.S. small-cap value stocks. Fund managers in VYSVX use a full-market capitalization method to determine small-cap stocks.
Vericimetry U.S. Small Cap Value Fund has a three-year annualized return of 9.3%. As of March 2022, VYSVX held 851 issues, with 4.3% of its assets invested in Total Money Market.
Hotchkis & Wiley Small Cap Value Fund invests the majority of its net assets plus borrowings in equity securities of small-cap companies. HWSIX refers to the Russell 2000A Index for categorizing companies as small-cap.
Hotchkis & Wiley Small Cap Value Fund has a three-year annualized return of 9.6%. HWSIX has an expense ratio of 1.07% compared with the category average of 1.16%.
T. Rowe Price Small-Cap Value Fund seeks long-term growth of capital by investing the majority of its net assets in equity securities of companies that have a market cap within or below the range of companies listed on the Russell 2000A Index. PRSVX management can sometimes also invest in stocks with a higher market cap.
T. Rowe Price Small-Cap Value Fund has a three-year annualized return of 6.6%. John David Wagner has been the fund manager of PRSVX since 2014.
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3 Small-Cap Value Mutual Funds for Prolific Returns
Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e, stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a discount to book value, low price-to-earnings ratios and high dividend yields.
Value investing is a very popular strategy, and for a good reason. After all, who doesn’t want to find stocks with low PEs, solid outlooks, and decent dividends? Added to that small-cap funds are good choices for investors with a high-risk appetite as companies with small market capitalizations are expected to have higher growth potential than large- and mid-cap companies. Small-cap funds generally invest in companies having a market cap lower than $2 billion. Also, small-cap funds also expected to provide diversification across different sectors and companies.
Below, we share with you three top-ranked small-cap value mutual funds, namely, Vericimetry U.S. Small Cap Value Fund (VYSVX - Free Report) , Hotchkis & Wiley Small Cap Value Fund (HWSIX - Free Report) and T. Rowe Price Small-Cap Value Fund (PRSVX - Free Report) . Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Small Cap Value mutual funds.
Vericimetry U.S. Small Cap Value Fund seeks long-term capital gains by investing the majority of its net assets in U.S. small-cap value stocks. Fund managers in VYSVX use a full-market capitalization method to determine small-cap stocks.
Vericimetry U.S. Small Cap Value Fund has a three-year annualized return of 9.3%. As of March 2022, VYSVX held 851 issues, with 4.3% of its assets invested in Total Money Market.
Hotchkis & Wiley Small Cap Value Fund invests the majority of its net assets plus borrowings in equity securities of small-cap companies. HWSIX refers to the Russell 2000A Index for categorizing companies as small-cap.
Hotchkis & Wiley Small Cap Value Fund has a three-year annualized return of 9.6%. HWSIX has an expense ratio of 1.07% compared with the category average of 1.16%.
T. Rowe Price Small-Cap Value Fund seeks long-term growth of capital by investing the majority of its net assets in equity securities of companies that have a market cap within or below the range of companies listed on the Russell 2000A Index. PRSVX management can sometimes also invest in stocks with a higher market cap.
T. Rowe Price Small-Cap Value Fund has a three-year annualized return of 6.6%. John David Wagner has been the fund manager of PRSVX since 2014.
To view the Zacks Rank and the past performance of all small-cap value mutual funds, investors can click here to see the complete list of small-cap value mutual funds.
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