Monday, 16 July 2018 09:17

The Best Small Cap Stock Funds

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(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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