3 Small-Cap Value Mutual Funds for Impressive Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2024
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Should l Buy ?
Source: NASDAQ.COM
Small-Cap Funds Overview: Small-cap funds are suitable for high-risk investors seeking diversification, typically investing in companies with a market cap under $2 billion, which offer significant growth potential. Notable small-cap value mutual funds include DFA US Small Cap Value, Vericimetry US Small Cap Value, and Hotchkis & Wiley Small Cap Diversified Value Fund, all rated as strong buys.
Value Stocks and Mutual Fund Yield: Value stocks trade below their fundamental values, attracting investors looking for income; however, not all value funds focus solely on dividend-paying companies. Investors should check the mutual fund yield, calculated as dividend payments divided by the fund's share value, to assess potential returns.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
