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Small CapAvoid
The Wealth Company Small Cap
The Wealth Company · Direct–Growth · rank #36 of 36 by Smart Score
Trailing returns
1 Year
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3 Years
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5 Years
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Since launch
16.2%
Why this score
The Wealth Company Small Cap scores 1/100 — #36 of 36 Small Cap fund (Avoid). The main drag is its expense ratio (better than only 1% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Expense ratio2.40% · 1st percentile in category
Fund size87.80 Cr · 1st percentile in category