Dan Sullivan and Steve Mais of The Chartist recommend this small-cap mutual fund.
“Vanguard Small Capitalization Index Fund Investor Shares (NAESX) The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
“Its top 10 holdings as of 3/31/2013 were: Apartment Investment & Financials (AIV) 0.24%, NCR Corporation (NCR) 0.24%, Mednax, Inc. (MD) 0.24%, Packaging Corporation (PKG) 0.23%, RPM International (RPM) 0.23%, TW Telecom (TWTC) 0.23%, BRE Properties, Inc. (BRE) 0.23%, Extra Space Storage, Inc. (EXR) 0.23%, Lincoln Electric Holdings (LECO) 0.23% and American Capital Ltd. (ACAS) 0.23%".
—Dan Sullivan and Steve Mais, The Chartist, April 4, 2013