Our Analysts' Favorite Small-Cap U.S. Equity Funds
These medalists can add diversification and potentially boost returns.
Jeremy Glaser: Investors often include small cap stocks in their portfolios to add diversification and to potentially boost returns. But which are the best funds to consider? We asked Morningstar analysts to share some of their favorite small-cap U.S. equity funds.
Greg Carlson: T. Rowe Price QM Small Cap Growth Equity is a fund that we have a lot of confidence in. It earns a Morningstar Analyst Rating of Silver. The fund is run by an experienced portfolio manager, Sudhir Nanda, who's been on the fund since 2006. He's supported by a team of nine quantitative analysts. The fund employs quantitative stock selection models.
Susan Wasserman does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.