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Yahoo
06-08-2025
- Business
- Yahoo
3 Must-Have Small-Cap Value Mutual Funds for 2025
A small-cap value fund is a good choice for investors seeking diversification across sectors and companies, and focusing on gaining exposure to stocks trading at a discount. Investors with a high-risk appetite tend to buy these funds. Small-cap funds generally invest in companies having a market cap of less than $2 billion. The companies, smaller in size, have growth potential and are likely to see an increase in market capitalization. Value stocks are those that trade at a price lower than their fundamentals (i.e., earnings, book value, debt equity). It is a common practice to invest in value funds for income or yield. However, not all value funds comprise only those companies that primarily use their earnings to pay out dividends. Investors interested in picking value funds for yield should check the mutual fund yield, which is the total dividend payout divided by the value of the mutual fund's shares. Below, we share with you three top-ranked small-cap value mutual funds, namely, DFA US Small Cap Value DFSVX, Sterling Capital Behavioral Small Cap Value Equity SPSAX and Vericimetry US Small Cap Value VYSVX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Small Cap Value mutual funds. DFA US Small Cap Value seeks long-term capital appreciation by investing in securities of small-cap U.S. companies. DFSVX advisors also invest in value stocks and securities having a high book value compared to their market value. DFA US Small Cap Value has three-year annualized returns of 11.6%. DFSVX has an expense ratio of 0.31%. Sterling Capital Behavioral Small Cap Value Equity seeks a long-term total return on investment. SPSAX invests in small-cap companies, defining them as firms with market capitalizations within the range of those companies on the Russell 2000 Index at the time of purchase. Sterling Capital Behavioral Small Cap Value Equity has three-year annualized returns of 10.3%. As of March 2025, SPSAX held 245 issues, with 1.1% of its assets invested in Jackson Financial. Vericimetry US Small Cap Value invests most of its assets in the common stock of domestic small-cap value companies at the time of purchase. VYSVX advisors invest in companies based on a market-cap-weighted approach to determine the target weights of U.S. small-cap value stocks. Vericimetry US Small Cap Value has three-year annualized returns of 11%. Mendel Fygenson has been one of the fund managers of VYSVX since September 2014. To view the Zacks Rank and the past performance of all small-cap value mutual funds, investors can click here to see the complete list of small cap value mutual funds. Want key mutual fund info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (DFSVX): Fund Analysis Report Get Your Free (SPSAX): Fund Analysis Report Get Your Free (VYSVX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
09-07-2025
- Business
- Yahoo
3 Top-Ranked Small-Cap Value Mutual Funds to Boost Your Portfolio
Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a discount to book value, low price-to-earnings ratios and high dividend yields. Value investing is a very popular strategy, and for a good reason. After all, who doesn't want to find stocks with low Price/Earnings (P/E) ratio, solid outlooks and decent dividends? Also, small-cap funds are good choices for investors with a high-risk appetite, as companies with small market capitalizations are expected to have higher growth potential than large- and mid-cap companies. Small-cap funds generally invest in companies with a market cap lower than $2 billion. Also, small-cap funds are expected to provide diversification across different sectors and companies. Below, we share with you three top-ranked small-cap value mutual funds, namely, Sterling Capital Behavioral Small Cap Value Equity SPSAX, DFA US Targeted Value DFFVX and Invesco Small Cap Value VSCAX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Small Cap Value mutual funds. Sterling Capital Behavioral Small Cap Value Equity seeks a long-term total return on investment. SPSAX invests in small-cap companies, defining them as firms with market capitalizations within the range of those companies on the Russell 2000 Index at the time of purchase. Sterling Capital Behavioral Small Cap Value Equity has three-year annualized returns of 4.3%. As of December 2024, SPSAX held 245 issues, with 1.1% of its assets invested in Jackson Financial. DFA US Targeted Value invests in a varied group of readily marketable securities of U.S. small and mid-cap companies that its advisors consider to be value stocks with high profitability. DFA US Targeted Value has a three-year annualized return of 6%. DFFVX has an expense ratio of 0.29%. Invesco Small Cap Value seeks long-term capital growth by investing the majority of its net assets in the undervalued securities of small-cap companies. VSCAX invests primarily in common stock. Invesco Small Cap Value has a three-year annualized return of 12.8%. Jonathan Mueller has been one of the fund managers of VSCAX since June 2010. To view the Zacks Rank and the past performance of all small-cap value mutual funds, investors can click here to see the complete list of small cap value mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VSCAX): Fund Analysis Report Get Your Free (SPSAX): Fund Analysis Report Get Your Free (DFFVX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
