Below we will share with you three buy-rated small-cap blend mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future.
Federated MDT Small Cap Core Fund Class A Shares (QASCX) invests the majority of its assets in stocks of small-cap companies. QASCX invests mostly in companies listed in the Russell 2000 Index. The fund seeks long-term growth of capital and its investments aren’t restricted to equity securities of domestic issuers. Federated MDT Small Cap Core A has a three-year annualized return of 10.4%. As of June 2016, QASCX held 178 issues, with 1.66% of its assets invested in Dean Foods Co (DF).
Sentinel Small Company Fund Class C (SSCOX) seeks long-term capital appreciation. SSCOX invests the majority of its assets in companies with market capitalization below $4 billion. The fund invests in companies that are believed to have impressive fundamentals including attractive value and sustainable growth prospects. Also, SSCOX may invest in non-US securities that are traded in the U.S. or Canada, or are denominated in U.S. or Canadian dollars. Sentinel Small Company C fund a three-year annualized return of 7%. Jason Ronovech is the fund manager of SSCOX since 2013.
TIAA-CREF Small-Cap Equity Fund Retirement Class (TRSEX) invests heavily in domestic small cap companies having market capitalization identical to those included in the Russell 2000 Index. TRSEX primarily invests in small sized companies across different sectors. TIAA-CREF Small-Cap Equity Retire has a three-year annualized return of 7.8%. TRSEX has an expense ratio of 0.67% compared to a category average of 1.37%.
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