Buy These 3 Small-Cap Blend Mutual Funds for Steady Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 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 funds provide exposure to both growth and value stocks, originating from a fund's equity style box representation.
- Small-cap mutual funds 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 Goldman Sachs Small Cap Equity Insights Fund, T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund, and Vanguard Explorer Value Fund.
Overview of Specific Mutual Funds:
- Goldman Sachs Small Cap Equity Insights Fund invests in small-cap U.S. issuers and has returned 1.6% over the past three years.
- T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund focuses on common stocks of small and mid-cap companies, with a 7.8% return over three years.
- Vanguard Explorer Value Fund targets undervalued small-cap domestic equity securities with above-average dividend yields and a 2.6% return over three years.
Zacks Investment Research Recommendations:
- Zacks Investment Research offers insights on top-performing mutual funds and stock picks expected to double in value.
- The research highlights a little-known chemical company with significant potential for growth and provides free reports on specific mutual funds for analysis.
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.








