Small Blend Funds
Small-blend funds invest in stocks of small companies where neither growth nor value characteristics predominate. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap.
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Russell Inv US Small Cap Equity S | RLESX | Small Blend | 866.51 Mil | 0.50% | 62 | 61 | 55 | 0.980% | — | No Load | Open |
| DWS Small Cap Core S | SSLCX | Small Blend | 783.69 Mil | 0.67% | 36 | 7 | 9 | 0.940% | $2,500 | No Load | Open |
| GuideStone Funds Small Cap Equity Inv | GSCZX | Small Blend | 749.02 Mil | 0.46% | 71 | 65 | 69 | 1.210% | $1,000 | No Load | Open |
| Bernstein Small Cap Core SCB | SCRSX | Small Blend | 691.99 Mil | 0.43% | 47 | 63 | — | 1.140% | $5,000 | No Load | Open |
| AB Small Cap Core Advisor | SCRYX | Small Blend | 691.99 Mil | 0.66% | 44 | 56 | — | 0.890% | $5,000 | No Load | Open |
| Impax Small Cap Investor | PXSCX | Small Blend | 671.15 Mil | — | 82 | 84 | 91 | 1.160% | $1,000 | No Load | Open |
| AMG GW&K Small Cap Core N | GWETX | Small Blend | 630.36 Mil | 0.11% | 82 | 67 | 45 | 1.300% | $2,000 | No Load | Open |
| Schwab Small-Cap Equity | SWSCX | Small Blend | 584.57 Mil | 0.35% | 17 | 39 | 50 | 1.090% | — | No Load | Open |
| Voya Russell Small Cap Index Port S | IRSSX | Small Blend | 576.67 Mil | 1.01% | 93 | 83 | 73 | 0.700% | — | No Load | Open |
| iShares Russell Small/Mid-Cap Idx Inv A | BSMAX | Small Blend | 563.64 Mil | 1.07% | 67 | 55 | — | 0.370% | $1,000 | No Load | Open |
| Segall Bryant & Hamill Sm Cp Val Ret | SBRVX | Small Blend | 535.01 Mil | 1.21% | 81 | — | — | 1.140% | $2,500 | No Load | Open |
| Fidelity Series Small Cap Core | FSSLX | Small Blend | 473.69 Mil | 1.00% | — | — | — | — | — | No Load | Open |
| VY® JPMorgan Small Cap Core Equity S | IJSSX | Small Blend | 433.73 Mil | 0.12% | 73 | 70 | 37 | 1.130% | — | No Load | Open |
| Reinhart Genesis PMV Investor | RPMAX | Small Blend | 430.59 Mil | 0.22% | 1 | 14 | — | 1.210% | $5,000 | No Load | Open |
| Reinhart Genesis PMV Advisor | RPMFX | Small Blend | 430.59 Mil | 0.38% | 1 | 10 | — | 0.960% | $5,000 | No Load | Open |
| Hennessy Cornerstone Growth Investor | HFCGX | Small Blend | 423.74 Mil | 0.29% | 1 | 1 | 2 | 1.330% | $2,500 | No Load | Open |
| Goldman Sachs Small Cap Eq Insghts P | GMAPX | Small Blend | 416.31 Mil | 0.72% | 41 | 60 | — | 0.830% | — | No Load | Open |
| Goldman Sachs Small Cap Eq Insghts Inv | GDSTX | Small Blend | 416.31 Mil | 0.65% | 43 | 64 | 31 | 0.950% | — | No Load | Open |
| Goldman Sachs Small Cap Eq Insghts Svc | GCSSX | Small Blend | 414.69 Mil | 0.34% | 46 | 67 | 41 | 1.340% | — | No Load | Open |
| Fidelity Advisor Series Small Cap | FSSFX | Small Blend | 414.65 Mil | 0.89% | 15 | 6 | 12 | 0.010% | — | No Load | Open |
| Column Small Cap | CFSLX | Small Blend | 401.63 Mil | — | — | — | — | 0.600% | — | No Load | Open |
| Loomis Sayles Small Cap Value Retail | LSCRX | Small Blend | 395.28 Mil | — | 8 | 37 | 45 | 1.150% | $2,500 | No Load | Open |
| Northern Small Cap Core I | NSGRX | Small Blend | 392.76 Mil | 1.85% | 45 | 56 | 38 | 0.620% | — | No Load | Open |
| Loomis Sayles Small Cap Value Admin | LSVAX | Small Blend | 390.77 Mil | — | 10 | 41 | 54 | 1.400% | — | No Load | Open |
| MassMutual Small Cap Opps Svc | MSVYX | Small Blend | 383.46 Mil | 0.18% | 36 | 19 | 9 | 0.850% | — | No Load | Open |
| MassMutual Small Cap Opps Adm | MSCLX | Small Blend | 383.46 Mil | 0.14% | 38 | 21 | 12 | 0.950% | — | No Load | Open |
| Fidelity Flex Small Cap Index | FLXSX | Small Blend | 346.22 Mil | 1.45% | 86 | 72 | — | — | — | No Load | Open |
| Vulcan Value Partners Small Cap | VVPSX | Small Blend | 322.34 Mil | 0.34% | 100 | 100 | 100 | 1.250% | $5,000 | No Load | Open |
| SouthernSun Small Cap, N | SSSFX | Small Blend | 319.47 Mil | — | 4 | 3 | 93 | 1.330% | $2,000 | No Load | Open |
| Mairs & Power Small Cap | MSCFX | Small Blend | 314.53 Mil | 0.19% | 55 | 76 | 60 | 0.940% | $2,500 | No Load | Open |
| Royce Micro-Cap Invmt | RYOTX | Small Blend | 308.63 Mil | — | 54 | 10 | 82 | 1.240% | $2,000 | No Load | Open |
| Royce Micro-Cap Svc | RMCFX | Small Blend | 308.63 Mil | — | 59 | 13 | 85 | 1.490% | $2,000 | No Load | Open |
| TETON Westwood Mighty Mites AAA | WEMMX | Small Blend | 294.95 Mil | 0.30% | 87 | 88 | 91 | 1.480% | $1,000 | No Load | Open |
| Voya Small Company Port S | IVPSX | Small Blend | 285.50 Mil | 0.71% | 81 | 87 | 79 | 1.110% | — | No Load | Open |
| Hartford Schroders US Small Cap Opps I | SCUIX | Small Blend | 276.65 Mil | 0.08% | 79 | 82 | 53 | 1.100% | $2,000 | No Load | Open |
| BNY Mellon Opportunistic Small Cap Inv | DSCVX | Small Blend | 271.94 Mil | 0.38% | 94 | 89 | 89 | 1.140% | $2,500 | No Load | Open |
| VOYA VACS Index Series SC Portfolio | VVICX | Small Blend | 268.40 Mil | 2.03% | — | — | — | 0.150% | — | No Load | Open |
| Touchstone Small Cap Y | TSFYX | Small Blend | 261.74 Mil | 0.19% | 4 | 26 | 84 | 1.000% | $2,500 | No Load | Open |
| AMG GW&K Small Cap Value N | SKSEX | Small Blend | 243.03 Mil | 0.64% | 36 | 51 | 82 | 1.150% | $2,000 | No Load | Open |
| Homestead Small Company Stock | HSCSX | Small Blend | 241.45 Mil | 0.08% | 56 | 43 | 86 | 1.070% | $500 | No Load | Open |
| Voya Index Plus SmallCap Port S | IPSSX | Small Blend | 226.80 Mil | 1.01% | 36 | 50 | 52 | 0.850% | — | No Load | Open |
| Voya Small Company W | VYSGX | Small Blend | 206.69 Mil | 0.26% | 80 | 86 | 80 | 0.930% | $1,000 | No Load | Open |
| MoA Small Cap Equity Index Fund | MASOX | Small Blend | 203.68 Mil | 1.45% | 64 | 57 | — | 0.150% | $3,000 | No Load | Open |
| Hodges Small Cap Retail | HDPSX | Small Blend | 178.04 Mil | — | 33 | 9 | 70 | 1.400% | $1,000 | No Load | Open |
| T. Rowe Price Small-Cap Index | TRSYX | Small Blend | 171.15 Mil | 1.11% | 91 | 80 | — | 0.290% | $2,500 | No Load | Open |
| Paradigm Micro-Cap | PVIVX | Small Blend | 161.08 Mil | — | 52 | 1 | 2 | 1.260% | $2,500 | No Load | Open |
| American Century Small Company Inv | ASQIX | Small Blend | 160.09 Mil | 0.42% | 75 | 66 | 87 | 0.860% | $2,500 | No Load | Open |
| Knights of Columbus Small Cap S | KCSSX | Small Blend | 158.16 Mil | 0.70% | 45 | 68 | — | 1.080% | — | No Load | Open |
| WesMark Small Company Fund | WMKSX | Small Blend | 118.85 Mil | 0.26% | 35 | 4 | 27 | 1.230% | $1,000 | No Load | Open |
| AQR Small Cap Multi-Style N | QSMNX | Small Blend | 108.40 Mil | 0.70% | 27 | 15 | 50 | 0.850% | $2,500 | No Load | Open |
Small Blend Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.