Top Rated Small Cap Value Mutual Funds

More than 20 mutual funds and etfs in the mid cap value and small cap value categories are rated gold or silver.

Top rated small cap value mutual funds.

These mutual funds select stocks for investment from the small cap category which includes all stocks except largest 250 stocks by market capitalization. Fssnx is a mutual fund that follows a blended strategy investing in both growth and value stocks. The best value funds value is striking back for now. Companies with valuations and growth rates below other small cap peers.

If you find you are in fact lighter in small company exposure than you d like you can turn to our shortlist of the best small cap mutual funds and exchange traded funds those funds with at. Compare reviews and ratings on financial mutual funds from morningstar s p and others to help find the best financial mutual fund for you. The fund seeks to provide investment results that reflect the total return of stocks of small cap. As of june 2020 the mutual fund held about 26 billion in small and mid cap stocks that track the crsp u s.

Small value portfolios invest in small u s. Small cap fund. Size is an important differentiator as well. The small cap value style ranks eighth out of the 12 fund styles as detailed in our q2 20 style ratings for etfs and mutual funds report.

Last quarter the small cap value style ranked seventh. The best small cap mutual funds to buy in 2020 don t forget that diversification isn t just about sectors. The fund s expense ratio is relatively low at 0 19 and the.