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 canclick...
Kevin Baker With the August 2006 acquisition of Weiss Ratings by TheStreet.com, Kevin became the Senior Financial Analyst for TheStreet Ratings covering the entire U.S. traded universes of Mutual Funds and Stocks. Kevin received a BS degree in Management from Rensselaer Polytechnic Institute, and...
The above ratings are as on January 31, 2011 TOP RATED FUNDS Equity: Large & Mid Cap UTI Contra UTI Equity UTI Opportunities Equity: Multi Cap Birla Sun Life Asset Allocation Aggressive DSPBR Equity Fidelity International Opportunities HDFC Equity HDFC Growth ICICI Prudential Dynamic ICICI ...
Quant MF Top Rated Funds Sort By Name Min Investment Fund Size Returns Return Duration 3 Years Quant Small Cap Fund Direct Plan-Growth 3 Value Research Min. Investment ₹1000 Category Returns 16.07% 31.65% 3Y Returns 29.85 Quant Mid Cap Fund Direct-Growth 5 Value Research Min. Invest...
The Vanguard Small-Cap Value ETF seeks to track the performance of the CRSP U.S. Small Cap Value index, which measures the returns of small-cap value stocks. The fund holds more than 800 stocks and has 6 percent of its assets in the top 10 holdings. ...
This fund invests in foreign small-cap mining companies that generate at least half of their revenues from gold and silver. More than 50 percent of these companies are based in Canada. 2024 YTD performance:25.5 percent Five-year annual return:6.1 percent ...
Kevin Baker became the senior financial analyst for TSC Ratings upon the August 2006 acquisition of Weiss Ratings by TheStreet.com, covering mutual funds. He joined the Weiss Group in 1997 as a banking and brokerage analyst. In 1999, he created the Weiss Group's first ratings to gauge the ...
This fund has been performing well in the last 15-20 years. Since inception (20 years), it gave 14% annualized returns. VRO rated this as 4 Star and Crisil as Rank-2. This is a unique balanced mutual fund to invest in India through SIP that has 20 year performance history. ...
Vanguard's VBTLX provides investors investment exposure to U.S. investment-grade bonds, including U.S.Treasuriesandmortgage-backed securities. The fund's holdings are primarily U.S. government bonds with 66.5% of the fund's weighting, while 3.7% areAAA-rated bonds and 3.1% areAA-rated.9 ...
This mutual fund was founded in 1992 and designed to give broad exposure to the total US. stock market by including small-, mid-, and large-cap growth andvalue stock. As of April 30 2024, VTSAX has $355.4 billion inassets under management(AUM) and invests 0.79% of its total assets in...