small cap fund Archives
Right now, keep new positions small and don’t get fooled into thinking we’re on a one-way conveyor belt higher. If this bull market is to stay healthy and continue, we’ll need to see a pause in leading stocks and some catch up performance areas...
The top five sectors of this small cap fund are: Industrials, 28.7% of assets; Technology, 18.0%; Health Care, 16.1%; Financials, 13.6%; and Consumer Discretionary, 11.3%.
The top five holdings of this small cap fund are: Emin Russell 2000 Jun18 Rtym8 N/A (0.63% of assets); Nektar Therapeutics Inc (NKTR, 0.59%); GrubHub Inc (GRUB, 0.41%); bluebird bio Inc (BLUE, 0.39%); and Aspen Technology Inc (AZPN, 0.30%).
When stock markets closed on November 21, you may not have felt the ground quake, but the news was fairly earth-shaking. That’s the day the S&P 500, the Dow, the Nasdaq and the Russell 2000 all closed at all-time record highs. It’s also first...
The largest sectors held by this enhanced small-cap fund are: Technology (17% of assets); Industrial (15%); Healthcare (14%), Real Estate (9%) and Consumer Defensive (6%).
Fidelity Small Cap Enhanced Index (FCPEX)
From Fidelity Monitor & Insight
This month’s trade into Fidelity Small Cap Enhanced Index (FCPEX) is...
The top five holdings in this small cap fund are: USS CO LTD (USSJF, 2.04% of assets); CTS Eventim AG & Co. KGaA (CEVMF.DE, 1.99%); Unite Group PLC ORD 25P (UTG.L, 1.90); OBIC Co Ltd (OBIIF, 1.76%) and Berendsen PLC ORD 30P (BRSN.L, International...
Sell: Hodges Small Cap Fund (HDPSX) From BI Research Updated from Investment Digest 770, June 17, 2015
While Hodges remains a 5-star rated small-cap fund focused on growth and value opportunities its 3-year rating has slipped to 4 and it is increasingly falling behind Russell...
The top five holdings of this small-cap fund are American Airlines Group, Inc. (AAL, 2.57% of assets); Lithia Motors, Inc. (LAD, 2.05%); Horizon Pharma plc (HZNP, 1.83%); Cooper Tire & Rubber Company Co (CTB, 1.77%); KapStone Paper and Packaging Co (KS, 1.76%). Our recommendation...
This new small-cap fund has risen almost 17% since its launch in December. It may be appropriate for more aggressive, risk-oriented investors.
Baron Discovery (BDFFX)
from The No-Load Fund Investor
Baron Discovery (BDFFX) was launched in September. The fund is managed by Laird Bieger and Randy who...
This Morningstar 5-star rated fund’s largest holdings are in consumer cyclical (25.12%), Industrials (20.02%), Technology (11.55%) and Energy (11.34%).
Hodges Small Cap Fund (HDPSX)
Hodges Small Cap Fund (HDPSX) is a small-cap focused fund that was in the top 25% of funds for 2013, for...
Today Moneyletter Editor Walter Frank recommends a small-cap focused mutual fund.
“William Blair Small Cap Growth (WBSNX)—With 44% of net assets in microcap stocks, and another 44% in small cap fare, this fund truly lands at the tiniest end of the small cap fund That...