FCVA Home

Back 1 Page

Resources for Clients

FCVA Blog

Client Map

 

What You
Need

When You
Need It.

 

Micro Cap Funds

 

For purposes of our screening process, we define Micro Caps as those US companies whose market capitalization is $425,000,000 or less.

The Aegis Value Fund (AVALX) is a pure no-load mutual fund focused on investing in small companies that trade at low multiples of accounting book value, earnings, and cash flows.
While closed to most new investors, this fund is available to FCVA clients.

DFA US Small Cap Value/II (DFAVX) is a no-load mutual fund designed to capture the returns and diversification benefits of a broad cross-section of US small value companies, on a market-cap weighted basis.

The Perritt MicroCap Opportunities Fund (PRCGX) seeks long-term capital appreciation. Generally, the Fund invests in the stocks of United States companies that have equity market values less than $400 million at the time of purchase. The Fund invests in both value-priced and aggressive growth stocks.

Westwood Mighty Mites Fund (WEMMX) seeks to provide long-term capital appreciation by investing primarily in micro-capitalization equity securities. The Fund focuses on micro-cap companies which appear to be underpriced relative to their "private market value," the value the Adviser believes informed investors would be willing to pay to acquire a company.

 

 

 

 

Top

 

You can contact us here. We also encourage you to tell a friend about us.

Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

This site is best viewed in IE 6 or newer with your screen resolution set to 1024 x 768 pixels.
A Broadband connection will vastly improve your browsing experience.
Copyright 2006-2008 by Financial Counselors of Virginia, Inc. All rights reserved.