How to assess the risk-adjusted returns of a small cap fund?

The Fund normally invests at least 80% of its assets in U.S. small-cap stocks (Russell 2000® Index) using a strategy focused primarily on fundamental research, ... Build a concentrated, high-conviction portfolio of small-capitalization companies located across the globe. This fund is closed to new investors. Class B shares are also closed to additional purchases by existing shareholders. Japan Smaller Capitalization Fund, Inc. (“JOF” or the “Fund”) is a closed-end management investment company listed on the New York Stock Exchange. The Fund ... A core strategy that fully integrates analysis of ESG risks and opportunities and focuses on high quality companies at reasonable prices. Oakmark International Small Cap seeks capital appreciation by investing in small-cap companies located outside the US. Small Cap Mutual Funds are equity funds ie they invest in stocks of companies, you need to stay invested for at least 5 years. Primarily invests in companies located in emerging markets with market caps of less than $5 billion at the time of purchase. The Fund aims to achieve long-term capital growth on your investment. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. ... The Fund's objective seeks to provide long term capital appreciation by investing in a concentrated portfolio of Small Cap U.S. companies. Portfolio Manager.