The idea that one mutual fund company can be better than another is not a new one. Because so many investors remain on edge after the market “correction” that took place in the last few years, deciding to jump in bed with a small cap fund is even more difficult than normal. And small cap [...]
The small cap growth category is an interesting one. Since small cap mutual funds are an interesting breed to begin with, investing in small cap growth funds implies less risk in a category that is abundant with risk anyway. The Wells Fargo Advantage Small Cap Growth fund illustrates just how it can be that a [...]
With the Small Cap Value fund category holding a good second spot in terms of Year to Date mutual fund returns, it would make great sense for people to be taking a keen interest in this category. The top-rated funds are found easily enough, but what about those small cap mutual funds that are not [...]
It is not easy to find mutual funds that have earned double-digit returns on a year-to-date basis. But it seems that this small cap fund has done just that, earning 12.5% since January 2, 2010 even though its investment strategy might seems a little, well, unique compared to others in its category. But before we [...]
The Fidelity Small Cap Discovery Fund (FSCRX) is an aggressive small cap mutual fund made up of mostly small cap securities (70.81%) with some assets invested in micro cap (15.75%) and even less in medium cap. As far as mutual funds go, Fidelity has been a steady performer even though their risk is marginally above [...]
The Franklin MicroCap Value Fund (FRMCX) is one of those top performing funds that has stuck to its strategy over the past ten-plus years and, as a result, has been able to provide investors with great returns. As a Small Cap Fund, this Franklin fund is a steady performer, something that not all mutual funds [...]
Buffalo Small Cap Growth (BUFSX) Overall, this fund has been a top performer in its category for many years. since 2000, it has been in the Top 5 for 4 years. Its worst year was in 2007 where it was ranked 84th; to date, it ranks 4th in the category. In terms of returns, it [...]
A little more than 3 months ago, the Mutual Fund Site provided a couple of firm recommendations on where mutual funds investors should invest their money. As far as we were concerned, these were exactly where to invest, even though our gut told us at the time that then-current market conditions made such a task [...]
When we look at the recent popularity of bank stocks, it is evident that a lot of people will get burned. The recent run up has resulted in higher volatility, which means that just as quickly as things have risen, they will drop. And up until the point that the prices really start to head [...]
An interesting philosophy exists, whether you invest in mutual funds or straight equities, that suggests we can all know where to invest if we go against the current rather than with it. In other words, if we adopt a contrarian mentality, we stand see some sold long-term gains in our portfolios. As an investment strategy, [...]
It may seems obvious to some and it is definitely obvious once it is pointed out to investors, but where to invest in periods of economic expansion is definitely not in typical bond portfolios. Instead, value funds or mutual funds with a good blend of value and growth securities would be the most logical place [...]
One of the reasons we like the Ivy Small Cap Value fund so much that we named it as one of our top mutual fund picks for 2010 is that it invests heavily in the right kind of financial services firms. The kind that have great value, even if they are consider small cap stocks [...]
Over the last month or so, the Mutual Fund Site has had a lot to say about the financial services industry, whether we were bragging about our top small cap fund pick for 2010 (for those who have not read the post, the fund in question is the Ivy Small Cap Value fund), talking about [...]
Just yesterday (February 14, 2010) the Mutual Fund Site announced its top small cap pick for 2010 — the Ivy Small Cap Value fund. In that long-winded post, we outlined various reasons why this small cap fund is a no brainer, why all of the ducks are lined up and its sights for gains are [...]
When most people think about small cap mutual funds, the music from the Twilight Zone starts to play in the back of their mind. They know that small cap funds are an important investment management strategy, something that needs to find a place (even a small place in percentage terms) in their asset allocation model, [...]
