How to keep my mutual fund investment records organized?

WisdomTree U.S. SmallCap Fund. WisdomTree U.S. SmallCap Fund seeks to track the investment results of earnings-generating small-cap companies in the U.S. equity ... 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 ... ... Small Cap ETF, and US Targeted Value ETF. Prior to listing on September 13 ... Shares of The DFA Short Term Investment Fund have not been registered ... An actively-managed portfolio of smaller-capitalization, rapidly-growing companies that can benefit from positive, long-term trends. A MSCI ACWI Small Cap Index represents the performance of small-cap stocks in developed and emerging markets. The Fund typically holds 45-50 small capitalization stocks that the investment team believes are attractively valued relative to their growth prospects. A Systematic Approach to the US Small Cap Market. The US small cap market, often overlooked due to its size and lack of research coverage, may present ... Fund description. A quality growth portfolio that seeks to provide long-term capital appreciation by investing in non-U.S. small-cap companies, diversified by ... 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 dynamic investment management firm that offers asset allocation, active equity, and fixed income investment solutions to help meet the needs of a diverse ...