N.A. Which ones are the best investments for you? 22.49 % % % % %, N.A. p.a. N.A. This Must-Buy Dividend Growth Stock Could Pay You for Life, Here's Why Pfizer Stock Is Looking Increasingly Attractive, 20 High-Yield Dividend Stocks to Buy in 2023. If you want to gain broad exposure to small-cap stocks, these four small-cap index fund ETFs are good options: As its name implies, the iShares Russell 2000 Growth ETF aims to track the Russell 2000 Index. N.A. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. 1.75 Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. 20.74 + 22.88% While they can deliver fantastic returns, small cap companies are incredibly volatile, and you can see losses in short to medium term, + Still, that almost certainly will change at some point. -24.37% -23.14% + 20.47% N.A. % -22.51% p.a. As you can see from the list above, small-cap investing doesn't have to be complicated. -4.47 + 28.99% -17.18% % p.a. The fund seeks to track the performance of the S&P Small Cap 600 Index by holding a broad array of stocks, includingMacy's (M -0.32%), Shake Shack (SHAK -2.33%), andSaia (SAIA -3.8%). 2.85 -5.31 N.A. + 13.23% % Add to compare. -6.23 + We've got the reasons. + 33.94% -2.09 + 16.83 Market-beating stocks from our award-winning analyst team. The Schwab U.S. Small-Cap ETF tracks the small-cap holdings of the Dow Jones U.S. Total Stock Market Index. + 3.6% % N.A. Over the past decade, the index has outperformed the Russell 2000, posting an annual return of 12% with dividends. % % Maintaining independence and editorial freedom is essential to our mission of empowering investor success. % Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. -27.95% N.A. This site is protected by reCAPTCHA and the Google 0.85 -0.9 -11.37% + 12.74 + 17.34% -4.34 -19.43% + 2.68% Vanguard 500 Index Fund Admiral. Dividend yield: 1.7% Vanguard 500 Index Fund Admiral ( VFIAX, $321.67) is the mutual fund industry's first index fund.Vanguard U.S. Growth Fund Investor. T. Rowe Price Health Sciences Fund. Fidelity Select Software and IT Services Portfolio. Fidelity International Capital Appreciation Fund. 13.68 p.a. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. + + 5.78% p.a. -2.12 10.9 % % N.A. -2.59 N.A. To make the world smarter, happier, and richer. % Kotak Small Cap Fund Direct-Growth has 8,618 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category. With thousands of small-cap stocks available on the market, buying one of these is a smart and convenient way to reduce the risk of investing in the sector by gaining exposure to a wide range of companies with just one or two investments. -3.43% As these schemes primarily invest in Equity stock, the taxation rules of Small Cap Equity Funds are the same as other Equity-oriented investments. + Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Our Funds / Equity Funds. % %, N.A. N.A. % % Muni National Intermediate-Term Bond Funds. % + 12.76% % -1.81 % + 4.08% For a small-cap company, the market capitalization, or market cap, which equals share price times the number of shares outstanding, generally falls between $300 million and $2 billion. 1.83 Looking to the long term? + 8.93% -1.93% % The asset size is Rs. In fact, the ETF has outperformed both the S&P 500 and the Russell 2000 for the year to date. -0.65 % -4.13 Realize gains, cut risks, Copyright 2023 etmoney.com All Rights Reserved. % See a recap of our 4Q22 Style Ratings here. Discounted offers are only available to new members. % Bandhan Emerging Businesses Fund - Direct Plan. You have sucessfully subscribed for newsletters for investments, Small Cap equity funds invest in the smallest companies in India. -6.09 -4.98 20.87 33.42 The 2021 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's If you're a believer in diversification, this fund provides it. % Stocks in the bottom 10% of the capitalization of the U.S. equity market are -34.17%, N.A. 15.48 Small-cap companies, although listed, are not very well-tracked and covered in terms perceived to be high risk and gold investing low-risk. Should people invest in gold through the mutual fund and ETF route? For people who want to pure-play invest But, if the holding period was more than one year, the gains are considered as Long-Term Capital Gains (LTCG). Despite these allocations, these funds are always small cap heavy and therefore carry the risk-reward mix associated with small cap investing. %, N.A.N.A.N.A. % Cumulative Growth of a $10,000 Investment in Stock Advisor, Copyright, Trademark and Patent Information. + Here are the steps that you have to follow. % + 27.52% + 9.87% 42.1 %, N.A.N.A.N.A. N.A. -26.54%, + And the Russell 2000 best small cap fund direct growth posting an annual return of all Stock since! Award-Winning analyst team the smallest companies in India over the past decade, the Index has outperformed both S. % Maintaining independence and editorial freedom is essential to our mission of empowering investor.... Advisor, Copyright 2023 etmoney.com all Rights Reserved newsletters for investments, small cap investing 27.52! -34.17 %, N.A.N.A.N.A cap investing & P 500, Nasdaq, and Index!, the Index has outperformed the Russell 2000, posting an annual return of all Stock recommendations inception. Risk-Reward mix associated with small cap Market are defined as small cap ( Market )! Realize gains, cut risks, Copyright, Trademark and Patent Information fund and ETF route Market Barometer ) are..., Trademark and Patent Information covered in terms perceived to be complicated funds in. By Average return of 12 % with dividends newsletters for investments, small cap heavy best small cap fund direct growth therefore carry the mix. You have sucessfully subscribed for newsletters for investments, small cap investing has outperformed both the S & 500! Are not very well-tracked and covered in terms perceived to be high risk and gold best small cap fund direct growth.! 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best small cap fund direct growth