Sentences with phrase «small cap value fund»

There are about two dozen small cap value funds with 20 year track records.

The results of this analysis reveal important information for investors in Royce Small Cap Value Fund.

In sum, the Nuveen Small Cap Value Fund significantly outperformed its reference ETF portfolio only over the last two years.

DFA International Small Cap Value Fund is a mutual fund which attempts to capture the entire foreign value small company segment.

He also compares the most important factors of the DFA and Vanguard small cap value funds, as well as the returns of all the major asset classes for the two fund families.

The tiny, one - star Franklin All Cap Value Fund (FRAVX), a fund that's about 60 % small caps, is slated to merge with huge, two - star Franklin Small Cap Value Fund (FRVLX), pending shareholder approval.

In this article, we are going to look at the Keeley Small Cap Value Fund (KSCVX) here.

AMG Chicago Equity Partners Small Cap Value Fund will invest in 150 - 400 undervalued small cap stocks.

This is better than Eugene Fama's DFA Small Cap Value Fund.

Royce Small Cap Value (RVFIX, RYVFX, RVFCX, RVVHX, RVVRX, RVFKX) was our second - ranked small cap value fund for 2Q17 and appears poised to stay atop the rankings based on holdings quality.

We recently warned investors about the dangers of Snow Capital Small Cap Value Fund.

We reach the same conclusion when we compare Pinnacle just against Morningstar's «Gold» rated small cap value funds and Vanguard's SCV index.

Triad Small Cap Value Fund (TSCVX) launched on June 29, 2015.

And lastly, investors could consider the Nuveen Small Cap Value Fund Class A (FSCAX).

Second, the Wasatch Small Cap Value Fund (WMCVX) has returned 4 % so far this year, but it has returned 16 % on average over the past three years.

He manages the T. Rowe Price Small Cap Value Fund.

One factor that can possibly explain the low share price of Webco (besides the fact that it is unlisted, small and illiquid) is the fact that the Wells Fargo Small Cap Value Fund has been a consistent seller of the stock since 2015.

Emerald Advisers has agreed to acquire the tiny Elessar Small Cap Value Fund (LSRIX).

On December 5, 2016, Symons Capital launched Symons Concentrated Small Cap Value Fund.

River Road Small Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

Effective January 1, 2015, Perkins Small Cap Value Fund (JDSAX) reopened to new investors.

I don't know of any Japan small cap value funds, so that leaves us with ETFs.

American Century Small Cap Value Fund sort of closed on May 1.

This analysis allows us to find funds that investors using traditional fund research may overlook, such as Royce Small Cap Value Fund.

In an interesting choice of words, the Board of Directors authorized the «winding down» Keeley Alternative Value Fund (KALVX) and the Keeley International Small Cap Value Fund (KISVX).

They all have very similar asset class exposure and are all more small cap and value oriented than the Vanguard Small Cap Value Fund (VISVX).

By any rational measure, for long - term investors Pinnacle Value is the best small cap value fund in existence.

Today's piece in Barron's features the Nuveen Small Cap Value Fund (FSCAX; Class A shares).

While not perfect, Royce Small Cap Value Fund's expense ratio does an acceptable job of representing the true costs of investing in the fund.

Royce Small Cap Value Fund's more recent performance has been less favorable, with the fund down 5 % year - to - date and lagging the IWN, which is down 2 %.

While we fully recognize that past performance is no guarantee of future results, Royce Small Cap Value Fund's security selection has clearly led to outperformance over the long term.

Based on the 15 - year cumulative returns reflected in Figure 4, Royce Small Cap Value Fund has beaten its benchmarks by an average of 6 % annually.

Royce Small Cap Value Fund is among a limited group of actively managed funds that has justified its fees over time through high quality asset allocation, the only reason to pay fees above the ETF benchmark.

To justify its active management fees, the Royce Small Cap Value Fund must outperform its benchmark (IWN) by the following over three years:

Using the Observer's premium MultiSearch tool, we were able to assess the ten - year risk adjusted performance of every small cap value fund.

Many of his holdings are incredibly small; of 202 small cap value funds, only five have smaller average market caps.

Putnam Small Cap Value Fund Investment Option invests in Putnam Small Cap Value Fund, which invests mainly in common stocks of small U.S. companies with a focus on value stocks.

Q: I followed your recommendation to invest my IRA into a small cap value fund and it has been a big disappointment so far this year... could this be a longer term problem?

As of June 20, 2016, Dreman Contrarian Small Cap Value Fund became Foundry Partners Fundamental Small Cap Value Fund.