Pages

Custom Search

Search Mad Money Fund Blog

Share Stock Picks

Thursday, December 23, 2010

Top Small Cap Mutual Funds to buy in 2011

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%

No comments: