5 Small-Cap Funds With Room to Run
I sought out funds that are below the median point at which small-cap funds close.
Fund Spy
Mentioned: Brown Capital Mgmt Small Co Inv (BCSIX)
, Madison Small Cap Y (BVAOX)
, Royce Special Equity Invmt (RYSEX)
, Harbor Small Cap Value Instl (HASCX)
, Treehouse Foods Inc (THS)
, Carrizo Oil & Gas Inc (CRZO)
, Conestoga Small Cap Investors (CCASX)
, Nuveen Small-Cap Value Opps A (NSCAX)
, PNC Multi Factor Small Cap Core A (FOUSA05CPG)
, Alger Small Cap Focus A (AOFAX)
In my last column, I wrote about the levels at which funds typically close to new investors. This time out, I thought I'd share some funds that pass those size hurdles. You may recall that the median small-cap fund closed at $1.3 billion and the average was $2.2 billion.
In the table below, I list funds with total asset bases below the median closing point and below the average closing point. All of them are Morningstar Medalists.
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Russel Kinnel has a position in the following securities mentioned above: RYSEX. Find out about Morningstar’s editorial policies.