Royce Small-Cap Special Equity Fund has an expense ratio of 2.24 percent. Like all stock funds, this one comes with some risks. Volitility measures reflect the uncertainty or risk of change in a ...

The Third Avenue Small-Cap Value Fund returned 4.62% during the fourth quarter of 2025, as compared to a return of 3.13% for the MSCI USA Small Cap Value Index.

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in ...

Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a ...

SALT LAKE CITY--(BUSINESS WIRE)-- Wasatch Global Investors has announced the launch of the Wasatch Global Small Cap Value Fund (WACVX/WGCVX) and the Wasatch International Small Cap Value Fund ...

Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” third-quarter 2025 investor letter. During the quarter, the fund ...

Over the longer term, following short term funds flows can be costly. But Wall Street forecasts gold prices have almost ...

Small-cap funds on average have lagged their benchmarks by wide margins this year while putting up respectable absolute returns. Strategies that avoid speculative small caps and focus on higher ...

Franklin Small Cap Value Fund (Advisor Class without sales charges) underperformed its benchmark, the Russell 2000 Value ...