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Small-cap funds to watch

Those that hold lots of resource stocks have done well. But that dynamic won’t last forever.

Tony Featherstone
Tony FeatherstoneContributor
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The performance gap between the resource and tech sectors this year is reflected in returns from small-cap managed funds.

The top-performing small-cap funds over one year mostly had a large overweight position in resource stocks and minimal tech exposure, Morningstar data shows. The worst-performing funds did the opposite.

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Tony Featherstone writes on Personal Finance specialising in Superannuation & SMSFs, Specialist Investments. Email Tony at tony@featherstone.com.au
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    Original URL: https://www.afr.com/wealth/personal-finance/small-cap-funds-to-watch-20220517-p5am5f