Newcomer Bob Barringer, portfolio manager of the FBR Small Cap Fund, thinks the brand and stock is "relatively unloved and underappreciated".
Another standout fund on our list is Oakmark International Small Cap Fund.
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The small cap fund holds shares of liquid companies locally traded, as well as depositary receipts of Russian multinationals traded on the London Stock Exchange.
Semple says small cap fund is betting on reforms going forward, and when that happens, smaller companies that are not tuned into the global commodities trade, will outperform as small caps tend to do.
There are several ways to invest in small-cap stocks, including some very liquid small-cap ETFs, a closed-end small-cap fund, or through individual small-cap stocks, where the risk (as well as the potential reward) is much higher.
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Forum Funds: Adams Harkness Small Cap Growth Fund (ASCGX) is my worst-rated small-cap growth mutual fund and earns my very dangerous rating.
Last year, our Small-Cap Value Fund ( AVFIX) won the Ten Year Lipper Award as the best performing small-cap value fund in the category.
Contrast this with the 0.05% annualized transaction costs (with no front-end load) for our highest rated small-cap growth mutual fund, Virtus Equity Trust: Virtus Small-Cap Core Fund (PKSFX).
Westcore Trust: Westcore Small-Cap Value Fund (WISVX) is my top-rated small-cap value mutual fund and earns my neutral rating.
They are John Hancock Bond Fund, John Hancock Small Cap Equity Fund, John Hancock Strategic Income Fund, John Hancock Classic Value Fund, John Hancock Sovereign Investors Fund and John Hancock U.S. Global Leaders Fund.
Of the 19 midcap and small-cap funds, Keeley Small Cap Value fund and Hodges Fund had the best raw performance, up an annualized 18.6% over five years.
Among small companies in the DFA small-cap fund, effective rates were more uniform, averaging 34 percent.
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Fidelity Investor, specializing in Fidelity mutual funds, likes actively managed Fidelity International Small Cap Opportunities Fund.
Longleaf Partners Small-Cap Fund has had a ten-year average return of 11.5% versus 8.5% for peers.
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The international small-cap fund sports a Forbes A rating in down markets and a C rating in up markets.
Wilmington Small Cap Growth Fund (ARPAX) has deceptively high costs coupled with poor holdings make it difficult to expect this mutual fund to make money for investors.
The Laudus Rosenberg International Small Cap Equity Fund is up an annualized 9.3% in the past five years while the Morgan Stanley Capital International EAFE Index gained just 3.2%.
The AmSouth Small Cap Growth Fund, with a 5.5% load and 1.6% expense ratio, has beaten the Target Small Capitalization Growth Fund, which is a no-load and charges 1%.
The two Wisdom Tree products the WisdomTree U.S. Dividend Growth Fund and the WisdomTree U.S. Small Cap Dividend Growth Fund attempt to target sustainable dividend streams as opposed to firms with temporarily high dividend yields.
Keep in mind that these funds have higher tax-cost ratios than the typical large-cap or small-cap stock mutual fund.
Rowe Price Small-Cap Value Fund has owned K-Tron stock since the company went public in 1980.
Charles Royce, the president of the well-regarded eponymous small-cap mutual fund manager, has spent the past nine years working on bringing the glory back.
Gerald Van Horn, manager of the Stratton Small-Cap Value Fund, selected five stocks from our roster that went on to deliver a 45% return.
Gartmore itself has hedge funds for emerging markets (Key Global Emerging Markets) and Japanese stocks (AlphaGen Hokuto), and on Mar. 1, it launched a European small-cap hedge fund (AlphaGen Cepheus).
For more information on small-cap index fund investing, including a list of funds and ETFs that cover this style, read All About Index Funds and All About Asset Allocation.
ProShares Ultra Russell2000 Value (UVT) is my worst-rated small-cap value ETF and ProFunds: Mid-Cap Value ProFund (MLPSX) is my worst-rated small-cap value mutual fund.
Historically, adding a small-cap value index fund to a diversified equity portfolio has lowered portfolio risk and increased returns.
With model in hand, the question becomes how much of a position should one take in a small-cap value index fund?
Economic growth in Australia has been sluggish recently, but that might be changing, says Adam Patti, CEO of IndexIQ, which manages the IQ Australia Small Cap exchange-traded fund.
The Van Eck Market Vectors Latin America Small-Cap Index Exchange Traded Fund was listed on NYSE Arca this morning. (NYSE Arca: LATM) The ETF includes stocks from Brazil, Mexico, Chile and Argentina, among other places, with 42.8% of its weighting in Brazil.
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