How do small cap funds compare to other investment avenues like real estate or gold?

The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50 ... The Fund defines Small Companies as companies with market capitalization no higher than the greater of US $5 billion or the market capitalization of the largest ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. Calamos Timpani Small Cap Growth Mutual Fund Overview. The fund invests in the equity securities of small capitalization companies with high, sustainable growth ... Small Cap Fund ... The Intrepid Small Cap Fund invests primarily in underfollowed, high-quality, small-cap US stocks and seeks to protect and grow your capital by ... This site is for Institutional Investors in the United States only and not for retail investor use or distribution. The Swan Defined Risk U.S. Small Cap Fund is a distinct, hedged equity fund focused on US Small Cap equities designed for growth while mitigating risk. With Lazard Funds, you can access a range of investment strategies across asset classes. Our funds are informed by global investment research addressing the ... Returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset ... Small Cap Mutual Funds are equity funds ie they invest in stocks of companies, you need to stay invested for at least 5 years.