Should I invest in thematic small cap funds?

Dec 6, 2024 ... 18 Best Small-Cap Funds to Buy for 2025 · Boston Trust Walden Small Cap BOSOX · Brown Capital Management Small Company BCSIX · Champlain Small ... The portfolio typically invests in companies with a market capitalization below $3 billion (or, if greater, the maximum market capitalization of companies ... The total expense ratio for the Longleaf Partners Small-Cap Fund is 1.07% (gross)/0.95% (net). Southeastern has contractually committed to limit operating ... Follow an active quantitative, core equity strategy to select stocks with favorable characteristics such as earnings quality and return on equity. Risk of this Type of Fund · Objective. The fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization United ... Eastspring Investments Islamic Small-cap Fund. The Fund seeks to provide capital appreciation by investing in small market capitalisation Shariah-compliant ... The Fund will generally own 50 to 100 stocks of non-US companies located in Europe, Australia and the Far East. Fund Strategy. The investment seeks to track the performance of the Russell 2000® Index that measures the total return of small capitalization U.S. stocks. ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. Seeks to outperform small-cap equities. Pursues a disciplined, multi-factor investment approach that provides exposure to well-known drivers of return.