on small-cap equity funds. These taxes are payable at the time of redeeming the funds. The calculation of taxes depends on the investment period in the funds. This is the total duration for which you were invested in the mutual fund. It is also known as the holding period of the fund....
Which are the best Small Cap Mutual Funds to invest in 2025? These are top 5 Small Cap funds you can invest in 2025 Fund NameFund CategoryConsistency5 Year Return (Annualized) DSP Small Cap Fund Equity 25.51 % p.a. Edelweiss Small Cap Fund Equity 28.89 % p.a. Tata Small Cap Fund...
Hennessy Japan Small Cap Fund has an expense ratio of 1.57 percent. Net Expense Ratio 1.57 Category Average: 1.05%* Management 0.8 Category Average: 0.73%* SEE MORE HJPSX FEES Updated 10/31/23 Risk Risk is Average compared to funds in the same category according to Morningstar. Volatility...
Small cap fund fly high. (mutual funds)Marshall, Jeffrey
The mega-cap Russell Top 200 Index (+3.35%) outpaced the Russell Midcap Index (0.62%) and the small-cap Russell 2000 Index (+0.33%). The Russell 3000 Growth Index (+6.82%) handily beat the Russell 3000 Value Index (-1.94%). Performance Federated Hermes MDT Small Cap Core Fund (...
Columbia Small Cap Growth Fund has an expense ratio of 1.28 percent. Net Expense Ratio 1.28 Category Average: 1.19%* Management 0.8 Category Average: 0.79%* SEE MORE CGOAX FEES Updated 10/31/23 Risk Risk is Above Average compared to funds in the same category according to Morningstar. ...
Market Cap as of Sep 30, 2020 % of Market Value FundBenchmark Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which ...
YTD Lipper Ranking:Quintile 1 (17th percentile) 2 Total Returns 1 Consistent Return 1 Preservation 4 Tax Efficiency 3 Expense Lipper Leaders Key Highest 5 4 3 2 1 Lowest Fund Details Category Small-Cap Growth Portfolio Style Small-Cap Fund Family Artisan Funds Fund Status Open Fund...
What are the returns of this mutual fund scheme? The Nippon India Nifty Smallcap 250 Index Fund is a 4 yrs 4 m old fund and has delivered average annual returns of 30.23% since inception. Nippon India Nifty Smallcap 250 Index Fund Returns 1-Year3-YearSince Inception 3.23% 16.18% 30.23...
Get TOVYX mutual fund information for American-Beacon-EAM-International-Small-Cap-Fund-Y-Class, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more