Sentences with phrase «return small cap mutual fund»

Or, you may invest in that highest return small cap mutual fund, which is past its best performance.

Not exact matches

Based on these categories, mutual funds receive rankings based on highest - rated value, highest - rated growth, daily gainers and losers, category of highest and lowest returns, highest - rated large - cap funds, highest - rated mid-cap funds, small - cap funds, high - yield bond funds, high and low risk foreign funds, top year to date performers, analysis of prior year's top performers and...

Finally, small - cap mutual funds are high - risk high - returns schemes because they invest in small companies with the potential to deliver exceptional growth.

Exhibit 2: Annualized 10 - Year Total Returns of Active Small - Cap Blend Mutual Fund Share Classes and Small - Cap Benchmarks

Dear Anand, Your Mutual fund portfolio has 4 Mid & Small cap oriented funds.The mid-cap oriented funds have high - risk & high - return profiles.Kindly look into this aspect.You may continue with HDFC Mid-cap fund.

There are a number of mutual funds focused on small - caps that have provided strong returns over the past several years.

Hello Sreekanth, Many thanks for getting back to me I am thinking about Mid / Small cap mutual funds like UTI equity mid cap, Franklin build India, DSP BR micro cap fund, SBI blue chip fund as they give maximum returns in 3 yrs what do you think?

ProShares Russell 2000 Dividend Growers ETF (SMDV) took the top spot among 794 small - cap mutual funds and ETFs, returning 8.4 % as of March 31, 2016, compared with a decline of 1.8 % for the Russell 2000.

However, kindly advise if I should continue to hold onto this Mutual Fund or should I sell it (with some loss of capital) and rather invest the amount into some other Mutual Fund which will give me better returns such as a Mid & Small Cap fFund or should I sell it (with some loss of capital) and rather invest the amount into some other Mutual Fund which will give me better returns such as a Mid & Small Cap fFund which will give me better returns such as a Mid & Small Cap fundfund.

Using the same methodology applied to the value funds, the authors find that investors in growth, large - cap, and small - cap mutual funds also underperform their funds» time - weighted returns.

Historically it is seen that Small Cap Mutual funds have surpassed returns offered by other funds.

AAII Model Portfolios Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns Value stocks and small - cap stocks have superior long - term performance but hurt the portfolios» returns last Small Stocks Impact Returns Value stocks and small - cap stocks have superior long - term performance but hurt the portfolios» returns lasReturns Value stocks and small - cap stocks have superior long - term performance but hurt the portfolios» returns last small - cap stocks have superior long - term performance but hurt the portfolios» returns lasreturns last year.

The only way to know for sure what you're getting is to optimize at the actual asset level, using that exact mutual fund's return data, because the optimizer will tend to choose the small - cap fund with the highest beta.