Grab These 3 Small-Cap Value Mutual Funds for Significant Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 08 2024
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Source: NASDAQ.COM
Small-Cap Value Mutual Funds: Small-cap value mutual funds are attractive for investors seeking discounted stocks with growth potential, typically investing in companies with market caps under $2 billion. Three top-ranked funds include Bridgeway Omni Small-Cap Value, DFA US Targeted Value, and Invesco Small Cap Value, all expected to outperform their peers.
Performance Highlights: The three funds have shown strong annualized returns over three years, with Invesco Small Cap Value leading at 17.1%, followed by DFA US Targeted Value at 9.2%, and Bridgeway Omni Small-Cap Value at 8.5%.
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.
