Search Amazon.com for mutual funds for dummiesFidelity Series Small Cap Opportunities Fund (FSOPX) seeks capital growth. The majority of the fund’s assets are invested in small-cap companies. It seeks to acquire common stocks, both domestic and foreign, which may be growth or value stocks. This small-cap mutual fund returned 32.41% over the last one year period.
As of July 2010, this small-cap mutual fund held 183 issues, with 2.59% of its total assets invested in Fidelity Revere Str Tr.
Buffalo Small Cap (BUFSX) invests heavily in common, preferred stocks and related convertible securities of domestic small-cap companies. Not more than 20% of its assets may be invested in ADRs and foreign securities which are traded on U.S. stock exchanges. This small-cap mutual fund has a five year annualized return of 3.22%.
The small-cap mutual fund has a minimum initial investment of $2,500 and an expense ratio of 1.01% compared to a category average of 1.55%.
Wasatch Small Cap Growth (WAAEX) seeks capital appreciation with the secondary objective of current income. The fund invests heavily in equity securities of small-cap companies. The fund primarily invests in companies with growth potential with market capitalizations less than $2.5 billion. It is a no-load fund.
This small-cap mutual fund returned 31.02% over the last one year period and has a ten year annualized return of 8.03%.
Pacific Advisors Small Cap A (PASMX) invests heavily in stocks of small-cap companies with market capitalizations within $2 billion. A substantial share of its assets is used to purchase stocks issued by companies with market capitalizations below $500 billion. This small-cap mutual fund has a ten year annualized return of 10.88%.
The fund manager is George A. Henning and he has managed this small-cap mutual fund since 1993.
T. Rowe Price Diversified Small Cap Growth (PRDSX) seeks long-term capital growth. The majority of the fund’s assets are invested in small companies which are included in the MSCI US Small-Cap Growth Index. The fund’s top 25 holdings do not represent a significant share of total assets. This small-cap mutual fund returned 34.52% over the last one year period.
The small-cap mutual fund has a minimum initial investment of $2,500 and an expense ratio of 1.25% compared to a category average of 1.55%
Markets march higher as tensions in the Mid-East lessen
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Dow advanced 263, advancers over decliners almost 5-1 & NAZ was up 245.
The MLP index added 1+ to the 283s & the REIT index went up 3+ to 360.
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