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Schneider Small Cap Value(SCMVX), with assets of $94 million and a two-star rating from Morningstar, is up 26% this year and has a 10-year annualized return of 13%. Known as an aggressive fund that does its own fundamental research, its portfolio includes stocks with a wide range of prices and market capitalizations.
Its top five holdings and weightings are:
Arch Coal(ACI), 8.3%;
Cloud Peak Energy(CLD), 6.4%;
Meritage Homes(MTH), 5.3%;
Axcelis Technologies(ACLS), 4.3%; and
Regional Financial(RF), 3.3%.
ModusLink Global Solutions(MLNK), 1.7% of the fund; price: $6.92, down 27% this year; market cap: $303 million.
The company is focused on e-commerce for businesses, including supply-chain management and marketing-distribution services. In its most recent fiscal quarter, it reported a net loss of $6.7 million, compared with net income of $8.6 million in the same quarter last year.
Axcelis Technologies(ACLS), 4.3% of the fund; price: $3.34; up 114% this year; market cap: $362 million.
The company also makes equipment used in the manufacture of semiconductors. Several big computer-chip makers are its customers, including
Samsung Electronics. It has a forward price-to-earnings ratio of 16.4. It recently reported third quarter revenue of $75.1 million, up 29% from the prior quarter and a net loss of $6.3 million, or 6 cents a share.