3 Small-Cap Blend Mutual Funds for Encouraging Returns

Investing in Small-Cap Blend Mutual Funds:

• Investors with high-risk appetite and interest in growth and value investing may opt for small-cap blend mutual funds.
• These funds aim for value appreciation through capital gains and offer higher growth prospects compared to large and medium funds.
• Small-cap blend funds provide exposure to both growth and value stocks, originating from a fund's equity style box representation.
• They invest primarily in companies with a market capitalization below $2 billion, offering diversification across sectors and less international exposure.
• Top-ranked small-cap blend mutual funds include FullerThaler Behavioral Small-Cap Equity Fund, T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund, and Vanguard Explorer Value Investor.

Performance of Specific Small-Cap Blend Mutual Funds:

• FullerThaler Behavioral Small-Cap Equity Fund (FTHNX) invests in U.S.-based small-cap companies and has returned 10.9% over the past three years.
• T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund (TQSMX) focuses on small and mid-cap companies, with a 9.4% return over three years and an expense ratio of 0.87%.
• Vanguard Explorer Value Investor (VEVFX) targets undervalued small-cap domestic equity securities with above-average dividend yields, returning 5.1% over three years.

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