During an economic recovery small cap mutual funds outperform the general market. To obtain the best returns in your portfolio overweigh the small cap sector early in the recovery. Stock picking in small cap funds can yield to better result. You want to be in the best small cap funds available.
I only recommend no load funds. When you buy a loaded fund you have to overcome a 5% sales charge. That is very hard to do.
Here are my picks for small cap mutual funds.
Buffalo Small Cap Fund Symbol BUFSX. Over the last 10 years this fund has returned 13.07 percent while the Russell 2000 index is only up 4.88%. $10000 put in this fund ten years ago is now worth 34000! Has your money done that?
Royce Low-Priced Stock Fund Symbol RYLPX:
This fund has been run by a guy named Whitney George. Mr. George has been managing money for Royce for 18 years and has done an outstanding job. Over the last ten years this fund is up 12.02% per year. Not too bad.
Intrepid Small Cap Fund Symbol ICMAX
This fund is a dynamo! For the last three years this fund is up close to 15 percent a year while the market has dropped!
Perkins Small Cap Value Symbol JSCVX, has gained 10.33 percent per year over the last ten years.
The Gabelli Westwood Mighty Mites Fund Symbol WEMMX, has gained 8.60 percent per year over the last ten years. The Mighty Mites fund is run by the legendary Mario Gabelli (I like a lot of his funds). Mighty Mites is a micro cap fund which invests in companies with a market cap of $300 million or less.
When you have the best small caps funds in your portfolio your money grows much faster.
