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3 Small-Cap Mutual Funds Zacks Equity Research Recommends Today

You may be interested in investing in small cap value funds for a variety of reasons – whether it is the often lower price due to these funds being undervalued, the low risk and volatility, or the desire to diversify your portfolio, there are lots of options out there. Below is a brief summary of 3 top small cap value mutual funds recommended by Zacks Equity Research, one of the top producers of financial research and investment content.

DFA U.S. Targeted Value Portfolio Class R2 (DFTPX)

  • Focuses on buying securities from small cap domestic companies with value and high profitability

  • 0.58% expense ratio compared to 1.16% category average

  • 20.2% three-year annualized returns

  • Zacks Mutual Fund Rank #1 (Strong Buy)

Bridgeway Omni Tax-Managed Small-Cap Value Fund Class N (BOTSX)

  • Invests in value equity small cap stocks on New York Stock Exchange, NYSE MKT, and the NASDAQ

  • 18% return over past three years

  • Up to 15% of total assets may be invested in foreign securities

PIMCO RAE US Small Fund Class A (PMJAX)

  • Focused on long-term capital growth

  • Invests mostly in securities of domestic small cap companies

  • 21.2% three-year return


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