3 Top-Ranked Small-Cap Blend Mutual Funds to Invest In
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 12 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 stocks projected to rise long-term.
- Top-Ranked Small-Cap Growth Mutual Funds: Highlighted three top-ranked small-cap growth mutual funds - Fidelity Series Small Cap Opportunities Fund FSOPX, DFA U.S. Micro Cap Portfolio DFSCX, and Vanguard Explorer Value Fund VEVFX.
- Investment Strategies: Each fund has specific investment strategies, such as investing in small-cap companies with growth or value characteristics, broad domestic micro-cap companies, or undervalued small and mid-cap U.S. companies.
- Performance Metrics: Three-year annualized returns for these funds range from 5.1% to 6.8%, with expense ratios varying. They are expected to outperform peers in the future.
- Bitcoin Investment: Bitcoin has shown significant profitability compared to other assets, with substantial returns during past presidential election years. Predictions suggest another surge in the coming months.
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.
