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Find the top rated small value mutual funds.

Top rated small cap value mutual funds. Small cap fund. The fund seeks to provide investment results that reflect the total return of stocks of small cap. Companies with valuations and growth rates below other small cap peers. The best small cap mutual funds to buy in 2020 don t forget that diversification isn t just about sectors.

Small value portfolios invest in small u s. The fund s expense ratio is relatively low at 0 19 and the. The best value funds value is striking back for now. Compare reviews and ratings on financial mutual funds from morningstar s p and others to help find the best financial mutual fund for you.

As of june 2020 the mutual fund held about 26 billion in small and mid cap stocks that track the crsp u s. If you find you are in fact lighter in small company exposure than you d like you can turn to our shortlist of the best small cap mutual funds and exchange traded funds those funds with at. These mutual funds select stocks for investment from the small cap category which includes all stocks except largest 250 stocks by market capitalization. Stocks in the bottom 10 of the capitalization of the u s.

More than 20 mutual funds and etfs in the mid cap value and small cap value categories are rated gold or silver. Last quarter the small cap value style ranked seventh. Size is an important differentiator as well.

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