Funds That Hold Top 5 Small Caps

Stock quotes in this article: LYTS , PFBC , AXYS , SAM , BRLI  

Each weekday, TheStreet.com Ratings compiles a list of the top five stocks in five categories -- fast-growth, all-around value, large-cap, mid-cap and small-cap -- and publishes these lists in the Ratings section of our Web site.

For investors who prefer the diversification offered by mutual funds to owning individual stocks, here are some of the biggest holders of the companies that were on our list as of Thursday, Sept. 27.

LSI Industries (LYTS Quote):

(LRSCX Quote)Lord Abbett Small Cap Value had a 6% stake in the company as of Feb. 28, but the holding only accounted for 0.57% of the fund's assets.

The (LSMAX Quote)Columbia Small Cap Core Fund had a 3.31% stake as of Feb. 28, but it only accounted for 0.89% of the fund's portfolio.

Preferred Bank (PFBC Quote):

The (HSSAX Quote)Forward Emerald Banking and Finance Fund had a 3.07% allocation as of June 30.

Axsys Technologies (AXYS Quote):

The (RYDFX Quote)Royce Discovery Fund had 1.2% allocation as of Aug. 31.

Boston Beer (SAM Quote):

(FMILX Quote)Fidelity New Millennium (FMILX) has one of the largest stakes in this company, with 2% its of shares outstanding as of Feb. 21. But this only represented 0.28% of the fund's total assets.

(TMCGX Quote)Turner Emerging Growth (TMCGX) had just 0.68% of Boston Beer's shares outstanding as of Dec. 31, or about 0.53% of the fund's total assets.

BioReference Laboratories (BRLI Quote):

The (OPOCX Quote)Oppenheimer Discovery Fund held 1.54% of the company's shares outstanding as of Dec. 31, but this only represented 0.67% of the fund's total assets. as of Dec. 31

  • Loading Comments...
  •  
< Previous
1 2

SHARE:

  • email
  • print
  • comment
  • digg
  • delicious
  • linkedin

Recent Comments





Connect with TheStreet

Dow Jones S&P 500 NASDAQ 10-Year Note
10,328.89 1,102.47 2,211.69 35.46
Oil *
73.88
UP
20.63
UP
6.40
UP
31.64
UP
0.59
10 Yr
3.55%
SPDR Gold
108.95
+0.20%
+0.58%
+1.45%
+1.69%
Data delayed 20 minutes

More From TheStreet

Latest Headlines

Brokerage Partners

TheStreet Premium Services

All Services