Ngaba iiNkampani ezincinci zinokuhlala zizinzileyo kwaye zinenzuzo?
Ukuba ukhangele i- fund fund echaphazela isicwangciso esinobuchule kunye nolondolozo lweenkampani ezincinane, oku kunokuba nzima ukufumana. Umngeni walo ngokukodwa kuba iinkampani ezinkulu zihlala zizinkokeli zenkxaso kunye neenkampani ezincinci ezenza ezintsha iindlela zivame ukugcinwa ngasese okanye zi-B Corporations okanye ezinye iindlela zoshishino zentlalo njengoko kubonakala kwihlabathi le-Impact Investment njengale ingxelo yamuva yeJPMorgan . Nangona kunjalo, inani elithile leemali lifumene ukusebenza kwezemali esemgangathweni ngelixa lifuna ukutyalomali kwiinkampani ezincinci.
Nalu uluhlu lwee - equity -cap equity funds ezikhoyo kwixesha elishumi elidlulileyo okanye ngaphezulu kunye nendlela abaye benza ngayo. Uninzi lwezimali zoluntu oluxhasayo kuluntu lujolise kwiinkampani ezinkulu, kodwa aba baphathi bajolise ngokukodwa kwiinkampani ezinexabiso lemarike elipheleleyo elingaphantsi kwama-$ 2 okanye i-3 billion.
01 Calvert Small Cap Value Fund
Le ngxowa-mali ibeke ngokwalo lulandelayo: "Abahlalutyi bezoqoqosho zophando lwezentlalo beCalvert bahlola ukusebenza kwenkxaso-ntsebenzo kwiinkalo ezisixhenxe ezixhalabileyo ngezimali eziphathekayo kunye nolawulo lwe-Calvert: Ulawulo kunye neNqobo, indawo yokuSebenza; iNgqongileyo noKhuseleko loMkhiqizo; Amalungelo: Ulwalamano loLuntu.
Kule minyaka elishumi edlulileyo, le ngxowa-mali yayinokubuya ngokuphindaphindiweyo ngonyaka we-5.18% ngokubhekiselele kwi-benchmark uRussell 2000 + 4.92%, ngokugqithisileyo okungaphezulu kwe-1, iminyaka emi-3 kunye ne-5- kungekudala kakhulu.
Nangona kunjalo i-fund iye yehla ngaphaya kwama-7% ngaphambili kwango-2016 kunye ne-160M US Dollars kwiimpahla, kwaye ithwala i-4.75% phambi komthwalo.
02 Ariel Fund
Nangona kungenayo i-fund-small cap-fund, i-Ariel Fund (ARGFX) yincinci yesikhwama se-middle-fund ifuna ukuba iinkampani zixabise phakathi kwe-$ 1 kunye ne-$ 7.5 yezigidigidi. Amaphesenti angaphezulu kwama-80 e-holdings ayo amancinci, ngoko ke le ngxowa iyafaneleka njengengxowa-mali encinci kwincwadi yethu.
Iindlela ze-Ariel Fund "zakhiwe ngomgaqo-siseko wokujolisa iinkampani ezingabonakaliyo ezibonisa amandla okukhula."
I-Ariel Fund iphethe imali engaphezulu kwama-2 eBillion ekupheleni kuka-2015, eyenza ibe yinkxaso enkulu kwi-fund e-US kunye nesabelo esincinci se-cap.
Iminyaka engama-5 no-10-iminyaka iye yagqithisa i-Index 25 Value Index.
I-Ariel Appreciation Fund yenye ingxowa yale nkampani eneempahla ezincinane, kodwa iquka kuphela i-10-15% yeli phothifoliyo okwangoku.
I-3 ye-Pax World Cap Fund
Uphawu lweStock: PXSCX
Ingxowa yeenkwenkwezi ze-Morningstar ezine, i-Pax World Small Cap ine-$ 500 engaphantsi kolawulo, kwaye ngewebhusayithi yabo, ukususela ekuqaleni kwayo ngo-2008, ibuyise ibuyiselo eziphezulu kunye nokungazithobeli.
Kwiminyaka engaphezu kwe-5 le ngxowa-mali yayisandul 'u-8.74% ngonyaka ngokuqhelekileyo ngelixa ibonakaliso layo uRussell 2000 laliyi-7.25%.
04 iParnassus Mid Mid Fund
Uphawu lweStock: PARMX
I-Parnassus Small Cap (ngaphambili i-PARSX) yadibaniswa kwiPapassass Mid Cap, ngoku i-5 Star Morningstar Fund ene-$ 500M kwiifa.
Le ngxowa-mali "ityala ngexabiso eliphantsi kunye nokugwetywa okuphezulu kwimali engama-40. I-Fund ifuna ukutyalomali kwiinkampani nge:
- Izithuthi ezininzi okanye iinzuzo ezikhuphiswano ezinamandla ezikhusela isabelo semarike kunye nenzuzo
- Ukubuyiselwa kwixesha elide, elibonelela ukukhula okucwangcisayo
- Iikomiti zolawulo lweempawu eziza kwenza umdla ongcono kubanini-zamasheya
- Ulungelelwaniso lweminyaka emithathu yokutshala imali
I-Fund izama ukugqithisa i-Index Mid Midlands kaRussell Mid on the long-run-based in-adjusted-adjusted basis with share share. I-Fund izama ukukhusela abatyalo-mali kwiintengiso kwiimarike zeebhere. "
Le ngxowa-mali iyenze ngokufanayo kwi-benchmark kwiminyaka emi-5 edluleyo.
05 Winslow Green Growth Fund
Isimboli sangaphambili seSitokthi: i-WGGFX, kunye neyintandokazi, i-Winslow Green Growth ihlupheke ngexesha leengxaki zemali kwaye ngokudabukisayo ayikho.
Emva kokuba yingxowa-mali engaphelelanga ngaphambili kwiminyaka ka-2000, umxube walo wokufuna izisombululo zezendalo kwiinkampani ezincinci ezidwelisweyo zenzeke kakubi xa ixinzelelo ludlalwa, kwaye ekugqibeleni iqumrhu lathengiswa kwiNgcebiso yeBrown, ngoku ngoku iqhubela imali enkulu.
Intloko yangaphambili yaseWinslow uJackson Robinson ngoku usebenza noT Trillium, owathenga iPotifoliyo 21 kwaye naye ungumkhokeli wexesha elide kwintsebenziswano.