BOSVX Overview

Small-Cap Value Mutual Funds: Small-cap value mutual funds are attractive for investors seeking discounted stocks with growth potential, featuring low price-to-earnings ratios and high dividend yields. Notable funds include Bridgeway Omni Small-Cap Value, DFA US Targeted Value, and Invesco Small Cap Value, all ranked highly for future performance.

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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%.

Investment in Mutual Funds: It's never too late to invest in mutual funds for retirement, and the Zacks Mutual Fund Rank can help identify top options with low fees for long-term investors.

Stock Recommendations: Zacks experts have selected stocks expected to gain significantly in 2024, with previous recommendations showing impressive returns, highlighting opportunities that may be overlooked by Wall Street.

• Bridgeway Omni Small Cap Value Fund (BOSVX): Small Cap Value fund with 0.88% expense ratio, 0.45% management fee, and 13.85% annual returns over the last five years.
• JPMorgan Intrepid Value Fund C (JIVCX): Large Cap Value fund with 1.23% expense ratio, 0.3% management fee, and 10.98% yearly returns over the past five years.
• Principal Mid Cap J (PMBJX): Mid Cap Growth fund with 0.8% expense ratio, 0.58% management fee, and 12.36% annual returns over the last five years.