Best and Worst Of Q4 2018: Small Cap Growth ETFs and Mutual Funds

Jacob Maslow  |


Small-growth portfolios concentrate on companies with shares in the low end of market capitalization yields. They tend to lean toward emerging industries or startups in their growth stage. These are fast-growing assets with volatile stocks. Often, small caps are stock from the bottom 10 percent of the equity market.

Small-cap growth funds are suitable for investors with a tolerance for high risks since dividend payout may be some time in the future. The idea is that these stocks are worth the risk because they're projected to rise in value, just not in the short-term.

Best Q4 2018 Small-Cap Assets

The small-cap growth methodology ranks last for returns in Quarter 4 of 2018 based on the performance of 14 ETFs as well as 375 mutual fund assets. Meanwhile, RFG (Invesco S&P MidCap 400) is the best Small Cap Growth style ETF and VSCRX tops the Small Cap Growth strategies for mutual fund investing.

The Small Cap Growth style was compared to twelve other funds before receiving a resounding thumbs down.

Best Q4 2018 Small-Cap Assets

These are the best small-cap asset from the last quarter of 2018.

RFG
RZG
SJYG
VIOG
IJT

Worst Q4 2018 Small-Cap Assets

These are the worst small-cap asset from the last quarter of 2018.

IWO
VBK
FYC
VTWG
JKK

In the funds ranked, the number of holdings ranges from 29 to 2541. As a result, each has a unique dynamic in interacting with the investment community, which also affects their ratings. Investors looking to gain a foothold in the Small Cap Growth style can purchase one underperforming ETF from the list above to hedge against sea-level changes in the market.

Putting it All Together (With a Little Help)

There are many resources available online to help investors decide where to put their money. For example, Finances Jungle offers an investment calculator to help intrepid investors build their portfolios.

"With the help of [an investment calculator], one can strategize it to invest a very significant but yet small amount of money to invest periodically into a particular and reliable mutual fund. It allows you to invest your money in a very small amount so there are fewer chances of risk...which is a great benefit with Mutual funds. Investing small amounts of your money into a mutual fund in the periodical pattern is about investing it into the different durations of a week, month or quarter year," according to Finances Jungle.

DISCLOSURE: The author does not have any stake in the listed equities.


The views and opinions expressed in this article are those of the authors, and do not represent the views of equities.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to: http://www.equities.com/disclaimer

Companies

Symbol Name Price Change % Volume
FYC First Trust Small Cap Growth AlphaDEX Fund 43.00 -0.02 -0.05 41,096 Trade
IJT iShares S&P Small-Cap 600 Growth ETF 171.59 -0.13 -0.08 114,147 Trade
VTWG Vanguard Russell 2000 Growth ETF 131.60 -0.51 -0.39 12,699 Trade
IWO iShares Russell 2000 Growth 181.20 -0.69 -0.38 503,911
JKK iShares Morningstar Small-Cap Growth 180.77 -0.06 -0.04 2,213
VBK Vanguard Small-Cap Growth 163.07 -0.37 -0.23 129,629
VIOG Vanguard S&P Small-Cap 600 Growth 147.24 0.01 0.01 8,883

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