3 Top-Ranked Small-Cap Blend Mutual Funds to Invest In
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 12 2024
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Should l Buy ?
Source: NASDAQ.COM
- Small-Cap Blend Mutual Funds: Risk-loving investors can consider small-cap blend mutual funds for capital appreciation and dividend payouts, focusing on stocks projected to rise long-term.
- Top-Ranked Small-Cap Growth Mutual Funds: Highlighted three top-ranked small-cap growth mutual funds - Fidelity Series Small Cap Opportunities Fund FSOPX, DFA U.S. Micro Cap Portfolio DFSCX, and Vanguard Explorer Value Fund VEVFX.
- Investment Strategies: Each fund has specific investment strategies, such as investing in small-cap companies with growth or value characteristics, broad domestic micro-cap companies, or undervalued small and mid-cap U.S. companies.
- Performance Metrics: Three-year annualized returns for these funds range from 5.1% to 6.8%, with expense ratios varying. They are expected to outperform peers in the future.
- Bitcoin Investment: Bitcoin has shown significant profitability compared to other assets, with substantial returns during past presidential election years. Predictions suggest another surge in the coming months.
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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.
