3 Small-Cap Blend Mutual Funds for Attractive Returns
From Nasdaq: 2024-11-22 06:09:00
Risk-loving investors may consider small-cap blend mutual funds for capital appreciation and dividend payouts. These funds focus on growth by investing in stocks projected to rise long term. Small-cap funds offer diversification across sectors and companies with market caps under $2 billion. Top performers include FDSCX, TQSMX, and TCSEX, all with Zacks Rank #1.
FDSCX invests in domestic and foreign stocks, with 4.1% annualized returns and 214 holdings like Insight Enterprises. TQSMX focuses on small and mid-cap U.S. companies, offering 7.6% annualized returns and 0.87% expense ratio. TCSEX invests in small-cap equities, with 4.3% annualized returns and managed by Pei Chen since 2016.
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