Rice Hall James Micro Cap Institutional Fund RHJSX seeks to provide maximum capital appreciation. RHJSX invests at least 80% of its net assets in equity securities of companies with market capitalizations of $40 million to $500 million at the time of initial purchase. RHJSX invests in a company only when such changes lead to greater investor recognition and higher stock prices within a 12 to 24 month period.
This Small Cap Growth product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 12.9% and 5 year 14.1%. To see how this fund performed compared in its category, and #1 and #2 Ranked Mutual Funds, please click here.
RHJSX’s performance, as of the last filing, when compared to funds in its category was in the top 4% over the past 1 year, and in the top 14% over the past 3 years and in the top 22% over the past 5 years.
The Rice Hall James Micro Cap Institutional fund, as of the last filing, allocates their fund in top two major groups; Small Growth and Small Value. Further, as of the last filing, Mimedx Group Inc, Brooks Automation Inc and Vonage were the top holdings for RHJSX.
This Zacks Rank #3 (Hold) was incepted in July 1994 and is managed by RHJ. RHJSX carries an expense ratio of 1.25% and requires a minimal initial investment of $2,500.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
View All Zacks #1 Ranked Mutual Funds
Get Your Free (RHJSX): Fund Analysis Report
Original post