significantly higher than the commonly accepted small-cap range of $250 million to $2 billion. Nearly 40% of SCHA's holdings overlap with the Dow Jones U.S. Mid-Cap Index, skewing the fund toward ...
Fidelity Small Cap Growth closed to most new investors on ... much higher than the typical small-growth peer's 45%-65% range. Such frequent trading could be costly to taxable accounts.
Trading frictions can make indexing small-cap stocks difficult ... can temporarily stray outside the index's targeted market-cap range. The index keeps close tabs on turnover to avoid unnecessary ...
When interest rates are low, small-cap stocks begin to shine and outpace larger companies in value. These stocks are stocks with a market capitalization between $300 million and $3 billion.
The SBI Small Cap Fund Regular Plan Growth has an AUM of 33496.05 crores & has delivered CAGR of 25.61% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.57%.