An Oasis in the Desert of Small Cap Funds

Our research has been cautious on small cap funds for some time. All three small cap style categories (value, growth and blend) received a Dangerous rating in our 2Q17 Style Rankings for ETFs and Mutual Funds report. Despite the apparent scarcity of appealing options, adopting a zero allocation to small cap equities is a potentially imprudent investment decision for those with longer time horizons or higher risk tolerances.

Our Robo-Analyst technology helps investors navigate this crowded and high-risk fund space by sifting through the holdings of all 1,492 small cap style ETFs and mutual funds, 65% of which are rated Dangerous or worse. In the process, we identified a particularly attractive fund that traditional, backward-looking fund research overlooks. 

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