3 Small-Cap Value Mutual Funds for Impressive Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2024
0mins
Source: NASDAQ.COM
Small-Cap Funds Overview: Small-cap funds are suitable for high-risk investors seeking diversification, typically investing in companies with a market cap under $2 billion, which offer significant growth potential. Notable small-cap value mutual funds include DFA US Small Cap Value, Vericimetry US Small Cap Value, and Hotchkis & Wiley Small Cap Diversified Value Fund, all rated as strong buys.
Value Stocks and Mutual Fund Yield: Value stocks trade below their fundamental values, attracting investors looking for income; however, not all value funds focus solely on dividend-paying companies. Investors should check the mutual fund yield, calculated as dividend payments divided by the fund's share value, to assess potential returns.
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.








