How to interpret the ratings and rankings of small cap funds?

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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 ... Objective & Strategy. The Fund seeks capital appreciation. The strategy typically invests in small-cap U.S. company stocks. as of 03/31/2025. Morningstar Rating ... 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 ... Seeks to outperform small-cap equities. Pursues a disciplined, multi-factor investment approach that provides exposure to well-known drivers of return. The ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is designed to provide cost efficient access to a portfolio of small-cap, high quality, low ... The Fund seeks to provide long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. A. A; C; I; R6. Share Class. The Hennessy Japan Small Cap Fund seeks companies with time-tested business models and exceptional management trading at attractive valuations. 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 MSCI ACWI Small Cap Index represents the performance of small-cap stocks in developed and emerging markets. This fund is closed to new investors. Class B shares are also closed to additional purchases by existing shareholders.
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