Funds That Hold Top Five Small-Caps

Each business day, 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 Friday, Jan. 18.

CAM Commerce Solutions(CADA):

(BPLSX)Robeco Boston Partners Long/Short Equity Fund allocated about 1.79% of its total portfolio as of Oct. 31, according to Thomson Financial.

Multi-Color Corp.(LABL):

(BMCFX)Bjurman, Barry Micro-Cap Growth allocated about 1.44% of its total portfolio as of Sept. 30, according to Thomson Financial.

(TAMCX)Touchstone Micro Cap Growth allocated about 1.53% of its total portfolio as of Sept. 30, according to Thomson Financial.

Axsys Technologies(AXYS):

(RYDFX)Royce Discovery Fund allocated about 1.64% of its total portfolio as of Sept. 30, according to Thomson Financial.

(AMVIX)American Century Veedot Fund allocated about 1.22% of its total portfolio as of Oct. 31, according to Thomson Financial.

Pericom Semiconductor(PSEM):

(BJMIX)Brazos Micro Cap Portfolio allocated about 1.90% of its total portfolio as of Sept. 30, according to Thomson Financial.

(WMCVX)Wasatch Small Cap Value Fund allocated about 1.73% of its total portfolio as of Sept. 30, according to Thomson Financial.

Neogen(NEOG):

(ICPAX)Integrity Small Cap Growth Fund allocated about 4.42% of its total portfolio as of Oct. 31, according to Thomson Financial.

(CCASX)Conestoga Small Cap Fund allocated about 1.59% of its total portfolio as of Sept. 30, according to Thomson Financial.

For a description of the top five small-cap stocks and an explanation of their ratings, click here.

Our quantitative rating is based on a variety of historical fundamental and pricing data and represents our opinion of a stock's risk-adjusted performance relative to other stocks.

However, the rating does not incorporate all of the factors that can alter a stock's performance. For example, it doesn't always factor in recent corporate or industry events that could impact the stock price, nor does it include recent technology developments and competitive dynamics that may affect the company.

For those reasons, we believe a rating alone cannot tell the whole story, and should be part of an investor's overall research.

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