- International small and medium capitalization growth no load mutual funds have both benefits and disadvantages, and may not be right for some investors
- A capitalization growth fund invests in companies experiencing high growth rates
- The best no load funds will depend on the specific investors and circumstances, as well as other factors
International small and medium capitalization growth no load mutual funds can be a great investment for many investors. These are some of the best no load funds available for some, but for some investors these choices may not be the right ones because of a conflict involving the strategies, goals, and risks involved. An international growth fund is one which does not limit the fund portfolio holdings to companies in the USA, but instead looks for investment opportunities all over the world where high growth companies are concerned. The companies chosen by international small and medium capitalization funds are those which are seeing growth that exceeds the growth seen by the economy. Most of these no load mutual funds have at least sixty five percent of their investment holdings in companies outside the United States. There are many funds and fund families to choose from with this type, and they offer benefits and disadvantages both. Choosing the best no load funds means making decisions and doing the fund comparisons without any professional advice or help, but it also means substantial investment cost savings because there are no exorbitant load fees charged. This means lower costs, so these investments generally offer a better return.
International small and medium capitalization growth no load mutual funds offer many advantages for some, but careful research and thorough evaluations are needed to ensure the right fund choices are made. One capitalization growth fund that is a good one to include in any evaluations is the Franklin Intl Small Cap Growth Adv Fund. This is considered one of the best no load funds of this type for a number of reasons. Morningstar gives this choice a five star rating, and it is truly a no load fund because there are no 12b-1 marketing fees involved. The fund net assets are valued at close to twelve million dollars, and the yield is more than two and a half percent. The year to date return is very high for any international small and medium capitalization growth fund at more than twenty five percent. This specific capitalization growth fund was started in 2002, and it is managed by lead manager Edwin Lugo who has been in this position since 2006. This investment option may be ideal, but only complete research and fund comparisons will tell if this is true. For many investors this fund is one of the best no load funds possible. The fifty thousand dollar initial investment required may present an obstacle to some investors though.
Another international small and medium capitalization growth fund that should always be included in possible fund choices is the T. Rowe Price International Discovery Fund. This option uses the ticker symbol PRIDX for trading, and it is also considered one of the best no load funds around where capitalization growth fund choices are concerned. This capitalization growth fund is offered by T. Rowe Price, and it has a four star rating from Morningstar. The fund year to date return is twenty six point one six percent, and the value of the fund net assets are more than one point six two billion dollars. The yield is a decent one point two two percent, and the fund has been investing since the year 1988 so there is plenty of historical data available to evaluate. The initial investment amount required is a small twenty five hundred dollars, so it is available to almost everyone. The total expense ratio for this fund is one point two four percent, and the combination of factors makes this option one of the best no load funds on the market.
