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What are the current best small cap mutual funds?
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 many losses and more people talking about the benefits of hoarding their money rather than investing. But there were a few small star companies that proved to be the best small cap mutual funds of 2011. 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 and 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. It shows a 2.98% average gain in the last five year period. This fund has outperformed its peer in the same 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 a gain and currently show a 2.34% average gain over the last five year. This fund has outperformed its peer in the same category. Investments include financial services, industrial materials, business services, hardware and energy.
Royce Pennsylvania Mutual Fund (PENNX): It boasts a 1.42% average gain over the last five years. This fund has outperformed its peer in the same category. Investments include industrial materials, financial service, business service, consumer service and hardware.
Vanguard Small-Cap Index Fund (NAESX): Vanguard has maintained an average of a 1.87% overall gain in the last five years. This fund has outperformed its peer in the same category. Diverse investments are in financial service, industrial materials, healthcare, consumer goods and business service.
Wasatch Small Cap Growth Fund (WAAEX): This company boasts an average of nearly 5% 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 2011 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.
The information supplied in this article is not to be considered as medical advice and is for educational purposes only.
|Mutual Funds Investment3 May 2010|