Smallcap Growth Fund Analysis

Smallcap Mutual Fund Analysis Notes

The fund generated returns of 10.0% over the last ten years. Smallcap Growth maintains 97.53% of assets in stocks. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations at the time of purchase. For this fund, companies with small market capitalizations are those with market capitalizations equal to or smaller than the greater of: 1) $6.0 billion or 2) the highest market capitalization of the companies comprising the Russell 2000® Growth Index . To find out more about Smallcap Growth Fund contact the company at 800-222-5852.

Smallcap Growth Investment Alerts

Top Smallcap Growth Fund Mutual Fund Constituents

Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

If you are still planning to invest in Smallcap Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Smallcap Growth's history and understand the potential risks before investing.