Small-Capitalization Fund

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Small-Capitalization Fund

A mutual fund that invests primarily or exclusively in small-capitalization (small-cap) stocks. In general, a small-cap fund invests in companies with market capitalizations of less than $1 billion or $2 billion, but there is no specific definition. Some brokerages or exchanges have slightly different definitions of small-cap. See also: High-cap, Mid-cap.
References in periodicals archive ?
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 for U.
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.
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 closings.