Markets finish week down after bouncing on Bannon's exit >>> READ MORE

The Best and Worst Mutual Funds of Q1 2013

Japan and healthcare were especially hot during the quarter

      View All  

#2 Best: Pacific Advisors Small Cap Value

PacificAdvisors185Q1 Return: +23.5%

The stock market’s full-on risk-on mode has certainly been nice for aggressive small-cap funds. Just look at the Pacific Advisors Small Cap Value Fund (MUTF:PASMX), which is managed by George Henning. His career has spanned over three decades.

Under the fund’s mandate, he is required to invest at least 80% of the assets in small caps (values under $2 billion) and micro caps (values under $500 million). As a result, it’s a good bet that you haven’t heard of many of the investments in the portfolio.

PASMX owes some credit to the big returns of stocks like trucking company Saia (NASDAQ:SAIA, +56%), maintenance and repair product distributor DXP Enterprises (NASDAQ:DXPE, +52%) and tank barge firm Kirby (NYSE:KEX, +24%).

Article printed from InvestorPlace Media,

©2017 InvestorPlace Media, LLC