MILWAUKEE, March 22, 2021 (GLOBE NEWSWIRE) -- Artisan Partners is pleased to announce the Artisan Small Cap Fund has been named among the best mutual funds of 2021 byInvestor’s Business Daily(IBD). IBD’s Best Mutual Funds Awards recognize funds that have beaten the bro...
Mutual FundSymbol1-year total return3-year average total return5-year average total return10-year average total returnMorningstar CategoryClosed To New Inv Benchmark: S&P 500-18.11%7.66%9.42%12.56% Kinetics Small Cap Opportunities No LoadKSCOX31.9626.620.9318.07Small GrowthNo ...
firms with a market cap lower than $3 billion at the time of purchase. This small-cap mutual fund returned 17.14% over the last one year period.
Risk Vs Category Low Invest LIC MF Small Cap Fund Regular - Growth Equity Lumpsum 3Y P.a 20.94% SIP 3Y P.a. 29.23% Return Vs Category High Risk Vs Category Average Invest Load More Mutual Funds Calculator & Tools Step Up Calculator Plan your future with ease with step up...
3. Understand the differences between fund types While there are thousands of different mutual funds, they come in only a relatively few different types of funds specializing in a few segments of the market. Here are some examples: Large-cap funds Large-cap funds invest in large, wide...
Mutual Fund Performance DashboardMutual Fund highest return in each category Large cap Funds 18.95% Mid and Small Cap Funds 31.88% Diversified Equity Funds 23.51% Equity: Sectoral-Banking and Financial Services 14.09% Equity: Sectoral-Infrastructure ...
MIDCAP VIMSX Vanguard Mid Capitalization Index 1.4% 10.7% 15.3% 0.2% $3,000 Blend SMALL-CAP NAESX Vanguard Small Cap Index -3.2% 7.8% 15.0% 0.2% $3,000 Blend SPECIALTY VGSIX Vanguard REIT Index -20.8% 7.6% 15.7% 0.2% $3,000 Real estate FOREIGN FSIIX Fidelity Spartan International In...
Types of Equity Funds include Diversified Equity Funds, Large-Cap Funds, Mid-Cap Funds, & Small-Cap Funds, Sector specific funds & Tax Saving Funds (ELSS). Debt Funds: They invest in debt papers issued by government authorities, private companies, banks & financial institutions. They ensure ...
Why to invest:This fund has outperformed among small cap funds. Crisil ranked as Rank-1 and value research online as 4-Star. This is one of the best Small cap mutual fund to invest in India. Top#8 – SBI Small Cap Fund Fund Objective:The scheme seeks to provide investors with opportuni...
For more details, read abouthow the best mutual funds deliver benchmark-beating returns, and see the full 2024 list ofIBD's Best Mutual Funds in every category, including bond funds, diversified stock funds, blend and index funds, and breakouts of large-cap, midcap and small-cap funds....