3 Small-Cap Blend Mutual Funds for Dependable Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 10 2024
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Source: NASDAQ.COM
- Small-Cap Blend Mutual Funds: Risk-loving investors can consider small-cap blend mutual funds for capital appreciation and dividend payouts, focusing on long-term growth.
- Top-Ranked Funds: Three top-ranked small-cap blend mutual funds are T. Rowe Price Integrated US Small-Mid Cap Core Equity TQSMX, DFA U.S. Micro Cap DFSCX, and Fuller & Thaler Behavioral Small-Cap Equity FTHNX, all expected to outperform peers.
- Investment Strategies: TQSMX invests in small and mid-cap U.S. companies, DFSCX focuses on domestic micro-cap companies, and FTHNX targets common stocks of small-cap U.S. companies for capital appreciation.
- Performance: TQSMX has returned 6.7% over three years, DFSCX has three-year annualized returns of 3.1%, and FTHNX has returned 8% over the past three years.
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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.
