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The Big Screen: Leading Small-Cap Value Funds With Small Expenses, Too

 

While it makes sense for many of us to own a small-cap value fund, it doesn't make sense for anyone to pick one that charges an arm and a leg.

Screen Gems:
High Returns, Low Fees
Large-Cap Value Funds
Mid-Cap Value Funds
Small-Cap Growth Funds
Mid-Cap Growth Funds
Large-Cap Growth Funds
Tech Funds

Small-cap value funds hunt bargains among the vast ranks of companies with a market capitalization below roughly $2 billion. This is essentially the stock market's wasteland with no household names and little coverage from Wall Street analysts. Consequently, these funds are wallflowers, but a diversified stock portfolio would have 5% to 10% of its assets invested in small-cap value stocks using the Wilshire 5000 Total Stock Market Index as benchmark. ...

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