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Buy These 3 Top-Ranked Small-Cap Value Funds for Strong Returns
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Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally invest in companies with a market cap lower than $2 billion. The companies, though smaller in size, offer growth potential, and their market capitalization may increase subsequently.
Meanwhile, value stocks tend to trade at a price lower than their fundamentals (i.e., earnings, book value, debt-equity). It is common for some investors to consider value funds for income or yield. However, not all value funds consist solely of companies that primarily use their earnings to pay out dividends. Investors interested in choosing value funds for yield should check the mutual fund yield. The mutual fund yield is dividend payments divided by the value of the mutual fund’s shares.
Goldman Sachs Small Cap Value Insights Fund invests most of its assets, along with borrowings, if any, ina broadly diversified portfolioof small-cap companies. GSATX advisors also invest in foreign issuers traded in the United States.
Goldman Sachs Small Cap Value Insights fund has a three-year annualized return of 19.7%. As of the end of April 2026, GSATX held 483 issues, with 1.6% of its net assets invested in TTM Technologies.
Sterling Capital Behavioral Small Cap Value Equity Fund invests most of its assets, along with borrowings, if any, in equity securities of small capitalization companies. SPSAX advisors consider small-cap companies as those with a market capitalization within the range of companies listed on the Russell 2000 Index at the time of purchase.
Sterling Capital Behavioral Small Cap Value Equity Fund has a three-year annualized return of 17.8%. SPSAX has an expense ratio of 1.12%.
Hartford Small Cap Value Fund invests most of its net assets in common stocks of small- market capitalization companies, which, according to the fund’s advisors, are undervalued in the marketplace. Based on market conditions, HTSCX advisors use abottom-up selection process, focusing on one or more sectors.
Hartford Small Cap Value Fund has three-year annualized returns of 13.7%. Sean Kammann has been the fund manager of HTSCX since November2018.
View the Zacks #1 Rank List
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Buy These 3 Top-Ranked Small-Cap Value Funds for Strong Returns
Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally invest in companies with a market cap lower than $2 billion. The companies, though smaller in size, offer growth potential, and their market capitalization may increase subsequently.
Meanwhile, value stocks tend to trade at a price lower than their fundamentals (i.e., earnings, book value, debt-equity). It is common for some investors to consider value funds for income or yield. However, not all value funds consist solely of companies that primarily use their earnings to pay out dividends. Investors interested in choosing value funds for yield should check the mutual fund yield. The mutual fund yield is dividend payments divided by the value of the mutual fund’s shares.
Below, we share with you three small-cap value mutual funds, namely, Goldman Sachs Small Cap Value Insights Fund (GSATX - Free Report) , Sterling Capital Behavioral Small Cap Value Equity Fund (SPSAX - Free Report) and Hartford Small Cap Value Fund (HTSCX - Free Report) . Each has earned 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 funds.
Goldman Sachs Small Cap Value Insights Fund invests most of its assets, along with borrowings, if any, ina broadly diversified portfolioof small-cap companies. GSATX advisors also invest in foreign issuers traded in the United States.
Goldman Sachs Small Cap Value Insights fund has a three-year annualized return of 19.7%. As of the end of April 2026, GSATX held 483 issues, with 1.6% of its net assets invested in TTM Technologies.
Sterling Capital Behavioral Small Cap Value Equity Fund invests most of its assets, along with borrowings, if any, in equity securities of small capitalization companies. SPSAX advisors consider small-cap companies as those with a market capitalization within the range of companies listed on the Russell 2000 Index at the time of purchase.
Sterling Capital Behavioral Small Cap Value Equity Fund has a three-year annualized return of 17.8%. SPSAX has an expense ratio of 1.12%.
Hartford Small Cap Value Fund invests most of its net assets in common stocks of small- market capitalization companies, which, according to the fund’s advisors, are undervalued in the marketplace. Based on market conditions, HTSCX advisors use abottom-up selection process, focusing on one or more sectors.
Hartford Small Cap Value Fund has three-year annualized returns of 13.7%. Sean Kammann has been the fund manager of HTSCX since November2018.
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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