How to determine if a small cap fund aligns with my investment goals?

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 ... Eastspring Investments Islamic Small-cap Fund. The Fund seeks to provide capital appreciation by investing in small market capitalisation Shariah-compliant ... 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. Dec 3, 2023 ... Large cap doesn't consistently outperform small cap. It has recently but over the longer term small cap has outperformed. 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 ... Expense ratios are based on management and distribution fees as of the Fund's most recent fiscal year end. Other expenses are estimated for the current fiscal ... Jun 7, 2024 ... For example, while an individual small cap may be quite volatile, a fund of small caps is much less volatile. Similarly, while an individual ... Small Cap Mutual Funds are equity funds ie they invest in stocks of companies, you need to stay invested for at least 5 years. A core strategy that fully integrates analysis of ESG risks and opportunities and focuses on high quality companies at reasonable prices. Select Small Cap Fund ... The investment objective of the North Square Select Small Cap Fund is to seek long term capital appreciation. Under normal circumstances ...