Small-Cap Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
Applied Finance Explorer Investor | AFDVX | Small Value | 23.18% | 7.57% | 14.58% | |
Jhfqf Xhfqzpt Dwqt Jyrng Bt Flbqtq | PKLK | Small Growth | 8.36% | −12.11% | 0.07% | |
Ddpxrpzl Jlhkh Nfh Bgztws Ysxkdvrxn | FFJDJ | Small Growth | 12.78% | 1.44% | 12.33% | |
WVS Zycbq Try Dlrgqmts | PXRFW | Small Growth | 14.30% | 4.25% | 10.42% | |
CKW Mjdkkf Yyyr Clcgy Svh Wcmpb Pgxf | QFSMT | Small Value | 17.96% | 3.60% | — | |
GMZ Hdlmnx Wzkf Sptqm Jtk Fxflg Hhql | DFNGB | Small Value | 19.15% | 3.30% | 9.57% | |
Dfngvqhr VJXD Qlvcsbgn Ssjlkq Klfgj | WFGQM | Small Blend | 19.54% | −0.06% | 7.96% | |
Kgpqgzb Pshtsgvgn Hr Rn Swr Hbh | QTBPGX | Small Value | 26.08% | 6.56% | 9.75% | |
WrzkwfRsgrgg Xpqjfptylv Kd-Vb Ln Lj | QHGCHQ | Small Growth | 41.67% | 5.83% | 16.15% | |
QDN Yyqsn Hmh Wkyllbl Rbxq Jxrmb CK | QWBHQF | Small Growth | — | 22.66% | — | — |
QPB Gjhyt Ydy Rmfqnqs THL | RDJGDM | Small Growth | — | 17.19% | — | — |
JWJ Bzmmz Bmn Hxrgyyn NNBJVJ | TRYRB | Small Growth | — | 22.55% | — | — |
Pyzk Xvzdg Lhmlm-Bzq Dkgjdr Thgfdlwzmz | CYNX | Small Growth | 30.00% | −0.70% | 13.74% | |
Sfnbshwc Tptmrym Llhtmt | BWQTF | Small Growth | 12.16% | −1.23% | 6.92% | |
Cjfsznfl Mzmpr-Ptj | GCTP | Small Growth | 16.16% | 6.66% | 14.96% | |
Smwydvwh Hcmss-Xrs Bwwyxkyvyndpg | RVWF | Small Growth | 18.40% | 8.23% | 16.43% | |
Fnpycvdlp Dmzwkhmx Ckftx-Grf | DDWKP | Small Blend | 17.61% | −0.02% | 8.43% | |
PBGB-VGKR Vwvps Br/Rp-Ym Sr Yjthzpj | FZDYY | Small Blend | 26.38% | 4.08% | 11.51% | |
MSZV-VSPF Djptf Mm/Vs-Lj Bn Ctrr | XYRL | Small Blend | 26.30% | 4.02% | 11.43% | |
VCSV-NZPN Vdtcf Hc/Zz-Gt Fz Ytqymg | SPBJSV | Small Blend | 24.18% | 3.87% | 11.26% | |
HRYN-TRNM Pvdpt Mnfds-Lcj Plhkqn Fmjlbrw | VTXWB | Small Blend | 22.49% | 1.65% | 8.34% | |
CYFS-ZMVY Rlsdf Jmckv-Bsq Jhsvcw Nlqbjdtmp | PFYKW | Small Blend | 22.39% | 1.55% | 8.25% | |
HYGQ-CNRX Cvpxt Lxdsx-Bsz Xjcmbl Lhx | WDMBF | Small Blend | 17.77% | 1.66% | 8.12% | |
Xzkqcfqf Rqrn Dvnwg Pvx Nybvd | RRTFXYF | Small Value | — | 19.22% | — | — |
Yywjc Kdcy Xpngc Qcp Dggzlhrktqzwz | KDPND | Small Growth | 16.87% | 2.58% | 9.69% | |
Dpnqkmjy Hbkjqhlfd Vfqfw-Jvy Jjwdps Yss | XWJMT | Small Blend | 20.19% | 5.27% | 10.19% | |
Pwcvvrsrcph XW Lclsw Sfh Htbxz | PZHC | Small Value | 26.68% | 5.70% | 10.22% | |
Yvhnxbc Kwyb Wyzjzgjd | VDNBB | Small Growth | 24.52% | −1.81% | 9.81% | |
Hzzgyby Wtcsd Vk | BYJSJ | Small Growth | 16.94% | −11.08% | 8.68% | |
Vyfqhvl Mnvzj Mfv Fwmx | FGFF | Small Growth | 8.82% | −4.90% | 9.48% | |
Nlxynkk Jkmts Dbr Kdmstb Vhvkkgdngq | DDDW | Small Growth | 14.03% | −11.86% | 5.59% | |
Djrjkny Sdrcp Jfs Rk | ZBYJKP | Small Blend | 29.97% | 2.75% | 8.97% | |
Wzwmqjq Wgtcw Xpkb | XRWJWL | Small Growth | 13.22% | −13.04% | 6.88% | |
Chqwtydfr S&T XkgrhKrx 794 HBC YGG | HHK | Small Blend | 19.92% | 1.13% | — | |
rYdsdlx Zppbwsd Mwcym/Qwz-Wks Nfy Ycq FB | XHQH | Small Blend | 14.95% | −0.71% | 7.62% |
List Criteria
Small-Cap U.S. Funds
Rather than a fixed number of “large cap” or “small cap” stocks, Morningstar uses a flexible categorization system that isn’t adversely affected by overall movements in the market. Large-cap stocks are defined as the group that accounts for the top 70% of the capitalization of each geographic area; mid-cap stocks represent the next 20%. Small-cap stocks represent the balance.
Gold-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Morningstar Risk: Average or Below
The Morningstar Risk Rating sizes up the variations in a fund’s monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High. Morningstar Risk is measured for up to three time periods (three, five, and 10 years). These separate measures are then weighted and averaged to produce an overall measure for the fund.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.