3 Must-Have Small-Cap Value Mutual Funds for 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 05 2025
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Source: NASDAQ.COM
Small-Cap Value Funds Overview: Small-cap value funds are suitable for high-risk investors seeking diversification and exposure to undervalued stocks, typically investing in companies with market caps under $2 billion. Notable funds include DFA US Small Cap Value, Sterling Capital Behavioral Small Cap Value Equity, and Vericimetry US Small Cap Value, all ranked #1 by Zacks for strong performance.
Investment Returns and Strategies: These funds focus on long-term capital appreciation through investments in small-cap value stocks, with three-year annualized returns ranging from 10.3% to 11.6%. Investors are advised to check mutual fund yields when selecting value funds for income generation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
