Value Line Small Cap Opportunities Fund VLEOX 3.79% Wasatch Core Growth Fund WGROXSee More Highest Returns Best Small Growth Funds #1 DFA US Small Cap Growth Portfolio DSCGX #2 Needham Aggressive Growth Fund NEAGX #3 T. Rowe Price Small-Cap Stock Fund OTCFX #4 Congress Small Cap Growth ...
See Columbia Small Cap Value Fund I (CSMIX) mutual fund ratings from all the top fund analysts in one place. See Columbia Small Cap Value Fund I performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
When it comes to finding small-cap value, Alluvial Capital, managed by Dave Waters, stands in a league of its own. Since the fund started operations (January 2017), it has produced an annual return for investors of 13.3%, after all fees and expenses, more than doubling the return of the...
Royce Small-Cap Value Fund (RYVFX, RVVHX, RVFCX, RVFIX, RVFKX, RVVRX) invests primarily in small-cap and mid-cap companies that it believes are trading considerably below its estimate of their current worth
Utilities 1.53% Communication Services 1.35% Consumer Defensive 0.74% Fund Research as of January 31, 2025 Earnings
LSV Small Cap Value Fund (LSVQX) 9.38% -0.21% 7.38% 7.38% 6.20% 8.66% 7.07% Russell 2000 Value 8.44% -1.06% 8.05% 8.05% 1.94% 7.29% 7.14%Performance over one year is annualized. The performance data quoted represents past performance. Past performance is not indicative of future results...
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Canada 0.82% Switzerland 0.69% France 0.65% Ireland 0.6% Netherlands 0.58% Japan 0.56% India 0.45% Taiwan 0.31% Singapore 0.3% Germany 0.23% Italy 0.22% Norway 0.22% Hong Kong 0.13% Spain 0.08% Brazil 0.07% Fund Research as of February 28, 2025 ...
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The investment objective of the Small Cap Value Fund is capital appreciation. Principal Investment Strategy The Small Cap Value Fund normally invests at least 80% of its net assets plus borrowings for investment purposes in common stocks of small capitalization U.S. companies (“small cap companies...