What are the current best small cap mutual funds?
Monday,
May 03
May 03
In examining the best small cap mutual funds, you have to listen and look to a multitude of resources. 2009 turned out to be a hellish year, with a majority of losses and more people talking about the benefits of putting their money under their mattress than investing. But there were a few small star companies that proved to be the best small cap mutual funds of 2009. When reviewing these little golden nuggets of the investment world, you need to look at their long term average and not just the last few years. These are companies that have managed to keep some of the finest minds working for them with some of the best investment strategies to keep their heads above water and their investors happy.
Allianz NFJ Small-Cap Value Fund (PNVDX): A global investing company that seems to know what they are doing. Since it's inception it shows a 9.63% overall gain, with a 6.38% average gain in a five year period. Out performing their peer category. Investments focus on industrial materials, financial service, utilities, consumer goods and energy.
T-Rowe Price Small-Cap Value Fund (PRSVX): T-Rowe Price has maintained a good standing overall in their investments. Since their inception they show an 11.65% gain. A 4.85% average gain over a five year period. Out performing their peer category. Investments include: Financial service, industrial materials, business services, hardware and energy.
Royce Pennsylvania Mutual Fund (PENNX):Since its inception, a 7.94% gain with a 4.82% average gain over a five year period. Out performing to their peer category. Investments include industrial materials, financial service, business service, consumer service and hardware.
Vanguard Small-Cap Index Fund (NAESX): Since its inception, Vanguard has maintained an average of a 10.37% overall gain with a five year average of a 4.49% gain. Out performing their peer category. Diverse investments in financial service, industrial materials, healthcare, consumer goods and business service.
Royce Value Plus Fund (RYVPX): Since its inception, Royce Value Plus Funds have shown a 12.95% overall gain. With a 5.25% gain within a five year average. Investments encompass industrial materials, financial service, hardware, consumer service and business service.
Wasatch Small Cap Growth Fund (WAAEX): Since their inception they have had an overall 11.76% gain with an average of a 3% gain measured over a five year period. Their investments include: Business service, consumer service, healthcare, hardware and financial service.
In reviewing some of the best small cap mutual funds of 2009 you can see a bit of a pattern in the direction of their investments. The formulas that these companies use are wise and stay true. They have enough investment in the positive gains to offset any economic trends that may cause a loss in another area. All have some percentage in consumer services or goods as well as business services. Healthcare has been steadily growing over the past number of years. With the new healthcare legislation this area may continue to show growth, but will need to be watched regarding alterations in specific directions.
Royce Pennsylvania Mutual Fund (PENNX):Since its inception, a 7.94% gain with a 4.82% average gain over a five year period. Out performing to their peer category. Investments include industrial materials, financial service, business service, consumer service and hardware.
Vanguard Small-Cap Index Fund (NAESX): Since its inception, Vanguard has maintained an average of a 10.37% overall gain with a five year average of a 4.49% gain. Out performing their peer category. Diverse investments in financial service, industrial materials, healthcare, consumer goods and business service.
Royce Value Plus Fund (RYVPX): Since its inception, Royce Value Plus Funds have shown a 12.95% overall gain. With a 5.25% gain within a five year average. Investments encompass industrial materials, financial service, hardware, consumer service and business service.
Wasatch Small Cap Growth Fund (WAAEX): Since their inception they have had an overall 11.76% gain with an average of a 3% gain measured over a five year period. Their investments include: Business service, consumer service, healthcare, hardware and financial service.
In reviewing some of the best small cap mutual funds of 2009 you can see a bit of a pattern in the direction of their investments. The formulas that these companies use are wise and stay true. They have enough investment in the positive gains to offset any economic trends that may cause a loss in another area. All have some percentage in consumer services or goods as well as business services. Healthcare has been steadily growing over the past number of years. With the new healthcare legislation this area may continue to show growth, but will need to be watched regarding alterations in specific directions.