Royce European Smaller-Companies Fund will be renamed Royce European Small-Cap Fund
The UK small-cap fund
is set to close on May 7, 2010, and the evergreen fund would close on June 11, 2010.
The small-cap fund
has a minimum initial investment of $1,000 and an expense ratio of 1.
Lutton, too, says that while there are no micro-cap funds on her "pick" list, she favors Royce Total Return (RYTRX), a small-cap fund
that may hold around 15% of its assets in micro-caps.
TrendStar Advisors, LLC ("TrendStar"), the investment advisor to the TrendStar Small-Cap Fund
, has entered into an agreement to sell its investment advisory business to subsidiaries of UMB Financial Corporation (NASDAQ: UMBF), pending shareholder approval, in a transaction that is expected to close on or about June 30, 2009.
You should select a range of mutual funds in different categories, suggest an index fund, which will mirror the market's performance; a small-cap fund
, which will give you an opportunity to benefit from small, fast-growing companies: a mid-cap value fund, which will give you the benefit of companies that may have hidden value; and an international or foreign fund, so that you can benefit from markets outside the U.
A pioneer in emerging markets investing for nearly 20 years, Templeton is now first to offer an actively managed, dedicated emerging markets small-cap fund
On the other hand, Prudential Global Genesis, a small-cap fund
with 20% of its assets invested in the U.
The new Strategic Small-Cap Fund
reflects our growing focus on active quantitative equity management strategies," said Vanguard Chief Investment Officer Gus Sauter.
With assets of just $130 million, the Small-Cap fund
can be very nimble, investing in small, relatively unknown companies without impacting the price of the security.
This aggressively managed small-cap fund
is up 21%.
Our results should provoke thought about the active versus passive issue in the small-cap space, particularly in the context of the large number of small-cap fund