Consider These 3 Small-Cap Value Mutual Funds for Significant Growth Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
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Should l Buy ?
Source: NASDAQ.COM
Small-Cap Value Mutual Funds: These funds are ideal for investors seeking discounted stocks with growth potential, focusing on small-cap companies with market caps under $2 billion, and are characterized by low P/E ratios and high dividend yields. Notable funds include FPA Queens Road Small Cap Value, DFA US Targeted Value, and Invesco Small Cap Value, all rated highly for future performance.
Investment Performance: The highlighted funds have shown promising returns, with FPA Queens Road Small Cap Value at 11.5%, DFA US Targeted Value at 8.8%, and Invesco Small Cap Value leading with an 18% return over three years, making them attractive options for high-risk investors looking for diversification and capital growth.
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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.
