The past year was a rough one for the little guys. While Standard & Poor’s 500-stock index returned 14%, the Russell 2000 index, which tracks small-company stocks, gained a mere 4%. Like most other small-stock funds, Baron Discovery (BDFFX) had trouble keeping up with the S&P 500. But the fund trumped the Russell index by nearly six percentage points.
*Annualized for three and five years. @Rankings exclude share classes of this fund with different fee structures or higher minimum initial investments. ** Closed to new investors. r maximum redemption fee. Sources: Morningstar Inc., Vanguard.
Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
-
Stock Market Today: Markets March Higher as Strong Earnings Offset Weakness in ChipsUpbeat quarterly results helped stocks bounce back with broad-based gains.
-
The Best Growth Stocks to BuyGrowth stocks can create significant returns for investors, but what are they and how do you find the best ones? We take a closer look here.
-
The 5 Best Actively Managed Fidelity Funds to Buy Nowmutual funds In a stock picker's market, it's sometimes best to leave the driving to the pros. These Fidelity funds provide investors solid active management at low costs.
-
The 12 Best Bear Market ETFs to Buy NowETFs Investors who are fearful about the more uncertainty in the new year can find plenty of protection among these bear market ETFs.
-
Don't Give Up on the Eurozonemutual funds As Europe’s economy (and stock markets) wobble, Janus Henderson European Focus Fund (HFETX) keeps its footing with a focus on large Europe-based multinationals.
-
Best Bond Funds to BuyInvesting for Income The best bond funds provide investors with income and stability – and are worthy additions to any well-balanced portfolios.
-
Vanguard Global ESG Select Stock Profits from ESG Leadersmutual funds Vanguard Global ESG Select Stock (VEIGX) favors firms with high standards for their businesses.
-
Kip ETF 20: What's In, What's Out and WhyKip ETF 20 The broad market has taken a major hit so far in 2022, sparking some tactical changes to Kiplinger's lineup of the best low-cost ETFs.
-
ETFs Are Now Mainstream. Here's Why They're So Appealing.Investing for Income ETFs offer investors broad diversification to their portfolios and at low costs to boot.
-
Do You Have Gun Stocks in Your Funds?ESG Investors looking to make changes amid gun violence can easily divest from gun stocks ... though it's trickier if they own them through funds.
