Wasatch Small Cap Value Joins Kiplinger 25

Newly inducted to the collection of our favorite no-load mutual funds, this small-company fund scoops up high-quality picks when their prices dip.

We don’t remove funds from the Kiplinger 25 lightly. But after struggling since late 2014, Homestead Small Company Stock (HSCSX) is out. To be fair, shares in small firms were lackluster for part of that period. But even as small-cap stocks have recovered, Small Company Stock has lagged its peers. It’s time for a change.

In its place, we’re adding Wasatch Small Cap Value (WMCVX. Manager Jim Larkins has been with the fund since it launched in 1997, first as an analyst and as the manager since 1999. (The fund, in fact, was partly his idea.) Since he was named manager, Small Company Value has returned an annualized 12.5%. The Russell 2000 index, which tracks small-company stocks, has returned 8.7% annualized over the same period.

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Nellie S. Huang
Senior Associate Editor, Kiplinger's Personal Finance

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.