4 Small-Cap Funds for Big Upside

A mutual fund or ETF can help to reduce the group's risk

    View All  

Ivy Science & Technology A Fund

Waddell185 4 Small Cap Funds for Big UpsideFor many investors, the allure of small caps is the possibility of finding the next mega company. With that in mind, a tech fund can be a good way to play this.

But in today’s world, technology is quite diverse — including the Internet, mobile, biotech, cleantech and so on. Of course, that is actually the strength of the Ivy Science & Technology A Fund (WSTAX). It looks not just for the typical tech operators, but also those companies that are trailblazing healthcare.

The strategy has definitely been a winner. For the past three years, the average return was almost 19%, including a 36.3% climb for the past year.

Some of the top holdings include Aspen Technology (AZPN), Cree (CREE) and Alliance Data Systems (ADS).

Tom Taulli runs the InvestorPlace blog IPO Playbook. He is also the author of High-Profit IPO StrategiesAll About Commodities and All About Short Selling. Follow him on Twitter at @ttaulli. As of this writing, he did not hold a position in any of the aforementioned securities.


Article printed from InvestorPlace Media, http://investorplace.com/2013/06/4-small-cap-funds-for-big-upside/.

©2014 InvestorPlace Media, LLC

Comments are currently unavailable. Please check back soon.