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The Best Small Cap Stock Funds
Jul 16, 2018 | Eq: Large Cap

The Best Small Cap Stock Funds

(New York)

There is no denying it, small cap stocks are having their moment in the sun. The Russell 2000 is up over 10% this year, while the S&P 500 is up only 3.2%. A number of factors are powering them: tax cuts that benefit small companies more than large ones, better US than overseas growth, and a rising Dollar amid heightening trade disputes. In light of this, the WSJ has picked 3 small cap stock funds for investors to consider. They are: DFA US Small Cap Value Portfolio, T. Rowe Price QM U.S. Small-Cap Growth Equity Fund, and the Harbor Small Cap Value Fund.


FINSUM: Reading about their strategies, the T.Rowe offering looks particularly interesting and has the best five-year annualized return of 14.6%.

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