In this article we discuss the 5 best mutual funds for 2021. If you want to read our detailed analysis of these mutual funds, go directly to the 10 Best Mutual Funds for 2021.
5. American Century Small Cap Value Fund R6 Class (NASDAQ: ASVDX)
Year-to-Date Return: 32.65%
American Century Small Cap Value Fund R6 Class (NASDAQ: ASVDX) is a Kansas City-based mutual fund that invests at least 80% of net assets in firms with small market capitalizations on the S&P Small Cap 600 Index or the Russell 2000 Index. The fund is ranked fifth on our list of 10 best mutual funds for 2021.
American Century Small Cap Value Fund R6 Class (NASDAQ: ASVDX) has more than $5 billion in net assets under management with a holdings turnover of 71%. The expense ratio for the fund is 0.90%.
A top holding of the fund is Coherent, Inc. (NASDAQ: COHR), the California-based technical equipment company. American Century Small Cap Value Fund R6 Class (NASDAQ: ASVDX) has invested 2.63% of assets in Coherent, Inc. (NASDAQ: COHR).
At the end of the first quarter of 2021, 41 hedge funds in the database of Insider Monkey held stakes worth $1.4 billion in Coherent, Inc. (NASDAQ: COHR), up from 22 in the preceding quarter worth $207 million.
4. MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX)
Year-to-Date Return: 32.86%
MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX) is a Springfield-based mutual fund that invests at least 80% of net assets in small cap firms as represented by the S&P Small Cap 600 Index or the Russell 2000 Index. The fund is placed fourth on our list of 10 best mutual funds for 2021.
MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX) has more than $288 million in net assets under management with a holdings turnover of 57%. The expense ratio for the fund is 1%.
A top holding of the fund is BankUnited, Inc. (NYSE: BKU), the Florida-based financial services company. MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX) has invested 1.57% of assets in BankUnited, Inc. (NYSE: BKU).
At the end of the first quarter of 2021, 9 hedge funds in the database of Insider Monkey held stakes worth $135 million in BankUnited, Inc. (NYSE: BKU), down from 11 in the preceding quarter worth $121 million.
3. Bridgeway Ultra Small Company Market Fund (NASDAQ: BRSIX)
Year-to-Date Return: 35.13%%
Bridgeway Ultra Small Company Market Fund (NASDAQ: BRSIX) is a Texas-based mutual fund that invests at least 80% of net assets in companies with ultra-small market capitalizations in the United States. The fund is ranked third on our list of 10 best mutual funds for 2021.
Bridgeway Ultra Small Company Market Fund (NASDAQ: BRSIX) has more than $370 million in net assets under management with a holdings turnover of 51%. The expense ratio for the fund is 0.94%.
A top holding of the fund is Aclaris Therapeutics, Inc. (NASDAQ: ACRS), the Pennsylvania-based biotechnology company. Bridgeway Ultra Small Company Market Fund (NASDAQ: BRSIX) has invested 1.46% of assets in Aclaris Therapeutics, Inc. (NASDAQ: ACRS).
At the end of the first quarter of 2021, 30 hedge funds in the database of Insider Monkey held stakes worth $655 million in Aclaris Therapeutics, Inc. (NASDAQ: ACRS), up from 23 in the preceding quarter worth $136 million.
2. DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX)
Year-to-Date Return: 35.35%
DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX) is a California-based mutual fund that invests at least 80% of net assets in companies with small market capitalizations in the United States. The fund is placed second on our list of 10 best mutual funds for 2021.
DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX) has more than $15 billion in net assets under management with a holdings turnover of 18%. The expense ratio for the fund is 0.39%.
A top holding of the fund is Element Solutions Inc (NYSE: ESI), the Florida-based financial specialty chemicals company. DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX) has invested 0.89% of assets in Element Solutions Inc (NYSE: ESI).
At the end of the first quarter of 2021, 33 hedge funds in the database of Insider Monkey held stakes worth $624 million in Element Solutions Inc (NYSE: ESI), up from 29 in the preceding quarter worth $578 million.
1. Bridgeway Small Cap Value Fund (NASDAQ: BRSVX)
Year-to-Date Return: 37.80%
Bridgeway Small Cap Value Fund (NASDAQ: BRSVX) is a Texas-based mutual fund that invests at least 80% of net assets in companies with small market capitalizations in the United States. The fund is ranked first on our list of 10 best mutual funds for 2021.
Bridgeway Small Cap Value Fund (NASDAQ: BRSVX) has more than $253 million in net assets under management with a holdings turnover of 87%. The expense ratio for the fund is 0.94%.
A top holding of the fund is Veritiv Corporation (NYSE: VRTV), the Georgia-based industrial conglomerate. Bridgeway Small Cap Value Fund (NASDAQ: BRSVX) has invested 1.64% of assets in Veritiv Corporation (NYSE: VRTV).
At the end of the first quarter of 2021, 13 hedge funds in the database of Insider Monkey held stakes worth $186 million in Veritiv Corporation (NYSE: VRTV), the same as in the preceding quarter worth $91 million.
You can also take a peek at 10 Blue Chip Dividend Stocks Hedge Funds Are Buying and 14 Best European Dividend Stocks To Buy.
