Small-cap funds have dominated the past year with a remarkable 24.57% return vs mid-cap funds’ 21.22% and large-cap funds’ 12.84%. *October 2023 data
Small-cap funds may have been in stunning form, but you should be aware of the risks, too.
Investors have lost as much as 61.2% of money in a 12-month stretch.
- Small-cap funds suit investors with at least a five-year time horizon - Invest up to 20% of your money in them.