ISCG charges a much lower expense ratio and is nearly eight times larger than RZG. Both funds delivered similar strong gains over the past year, but ISCG holds over seven times as many stocks, spreading risk more broadly.
RZG aims to select S&P SmallCap 600 Index stocks with the strongest growth features. Its expense ratio is 0.35% and the fund has $115 million in assets under management. However, my analysis reveals its growth features are worse than most of its peers, including well-established broad-based ones like IJT and IWO. This article explores why by examining its methodology. RZG's long-term track record is also underwhelming. Its 98.27% ten-year total return ranks dead last against nine peers with sufficient trading history.
When debt is made manageable for small-cap companies, it can almost act like a growth accelerant. Invesco has a trio of ETFs worth considering when rate cuts eventually take place.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,386 | $184,327.42 | $235,360.86 | $51,033.44 | 27.69% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 49,803 | $2.38M | $3.46M | $1.08M | 45.27% |
Brandon Collier Collier Financial | 1,117 | $55,340 | $78,670.31 | $23,330.31 | 42.16% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 84,834 | $4.54M | $5.99M | $1.45M | 32.02% |
Matthew Heller Willner & Heller LLC | 11,339 | $623,608.88 | $800,533.4 | $176,924.52 | 28.37% |
| ARCA Exchange | US Country |
The company operates within the financial sector, focusing specifically on investment funds. It aims to provide its investors with exposure to the small-cap segment of the U.S. equity market by investing primarily in securities that exhibit strong growth characteristics. The investment strategy involves maintaining a portfolio composition that mirrors, to a large extent, the holdings and weightings of the underlying index, which is a subset of the S&P SmallCap 600® Index. This approach signifies a commitment to invest at least 90% of the fund's total assets in securities that are part of the selected index, ensuring a high level of fidelity to the index’s performance and characteristics.
The company's main offerings revolve around providing investment solutions that target strong growth opportunities within the small-cap domain of the U.S. stock market. The products and services are designed to cater to investors looking to diversify their portfolios with small-cap stocks that demonstrate significant growth potential.
This service involves the management of a fund that aims to replicate the performance of a specified index, in this case, a subset of the S&P SmallCap 600® Index focusing on securities with strong growth characteristics. By investing at least 90% of its assets in the constituents of the underlying index, the fund seeks to provide returns that closely mirror those of the index, before fees and expenses.
This offering is centered on giving investors access to a segment of the market that is often associated with higher growth potential but also comes with a higher risk. The small-cap focus allows investors to potentially benefit from growth opportunities in smaller companies that may be more agile or situated in rapidly expanding industries.