Exclusively for CNBC Pro Subscribers - See the top stock holdings in this small fund that is up 13.39% compared to the S&P
One of the top small value performers this year, beating out the broader market and its peers, is a small Cincinnati-based fund with a slightly quirky investment strategy, according to data from Morningstar. This fund is a small value fund with $34.6 million in assets under management. So far this year, it is up 13.39% compared to the S&P 500′s roughly 10% drop. That's the top 1% of performance compared to other small value funds. Subscribe to CNBC Pro to see the top stock holdings in this small growth fund, and the 3 main criteria analysts use when it comes to picking investments. |
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