Top 5 Zacks #1 Ranked Small-Cap Mutual Funds - Best of Funds
2012年9月27日 - 11:12PM
Zacks
Investors looking to mop up handsome gains over a short run
often invest in small cap funds. Though riskier in character than
other fund categories, these funds have the ability to deliver
appreciably higher returns due to two primary reasons. Firstly,
they generate high volumes of sales in a booming market, leading to
a rise in prices. In addition, research has shown that smaller
firms reinvest their profits back into their business. This
reassures shareholders of better performance over the long
term.
Below we will share with you 5 top rated small-cap mutual funds.
Each has earned a Zacks #1 Rank (Strong Buy) as we expect these
mutual funds to outperform their peers in the future. To view
the Zacks Rank and past performance of all small-cap funds,
investors can click here to see the complete list of funds.
Manning & Napier Small Cap A (MNSMX) seeks capital
growth over the long term. The fund invests heavily in small cap
companies. These firms must have market capitalizations lower than
$3 billion. The fund may invest in both domestic and foreign
stocks, including emerging market securities as well as in ADRs.
This small-cap mutual fund has a three year annualized return of
11.95%.
The fund manager is Christian A. Andreach and he has managed
this small-cap mutual fund since 2002.
Needham Small Cap Growth (NESGX) invests the majority of
its assets in domestic equity securities of companies traded on a
domestic security exchanges. The fund focuses on acquiring stocks
which are attractively priced relative to their underlying value.
The small-cap mutual fund has a three year annualized return of
11.3%.
As of June 2012, this small-cap mutual fund held 62 issues, with
7.39% of its total assets invested in Emulex Corporation.
Franklin Small Cap Value A (FRVLX) seeks total return
over the long term. The fund invests a large share of its assets in
small cap companies, primarily in common stocks. These firms must
have market capitalizations below $3.5 billion at the time of
purchase. A maximum of 25% of its assets may be utilized to
purchase. This small-cap mutual fund has a three year annualized
return of 10.96%.
The small-cap mutual fund has an expense ratio of 1.21% compared
to a category average of 1.42%.
Cambiar Small Cap (CAMSX) invests heavily in small-cap
companies. The market capitalization of these companies must be
lower than $3.5 billion or within the range of the Russell 2000
Index, whichever is greater. The small-cap mutual fund has a three
year annualized return of 16.13%.
Jeffrey H A. Susman is the fund manager and he has managed this
small-cap mutual fund since 2012.
Nuveen Small Cap Growth Opportunities A (FRMPX) seeks
capital appreciation. Common stocks of companies with market
capitalizations under # billion constitute the majority of its
investments. A maximum of 15% of its assets are invested in
non-dollar denominated foreign securities. This small-cap mutual
fund has a three year annualized return of 15.05%.
The small-cap mutual fund has an expense ratio of 1.47% compared
to a category average of 1.45%.
To view the Zacks Rank and past performance of all small-cap
mutual funds, investors can click here to see the complete list of
funds.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find
funds that not only outpaced the market in the past but are also
expected to outperform going forward. Learn more about the Zacks
Mutual Fund Rank at http://www.zacks.com/funds.
View All Zacks #1 Ranked Mutual Funds
(CAMSX): ETF Research Reports
(FRMPX): ETF Research Reports
(FRVLX): ETF Research Reports
(MNSMX): ETF Research Reports
(NESGX): ETF Research Reports
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