3 Small-Cap Blend Mutual Funds for Encouraging Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 10 2024
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Source: NASDAQ.COM
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.
Bitcoin Profit Phenomenon:
- Zacks Investment Research released a Special Report on pursuing profits from Bitcoin, highlighting significant returns in past presidential election years.
- Bitcoin's returns in 2012, 2016, and 2020 were +272.4%, +161.1%, and +302.8%, respectively, with Zacks predicting another surge.
- The report discusses Bitcoin's tumultuous yet resilient history and offers insights into potential future trends.
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.








