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.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Inv | NAESX | Small Blend | 135.80 Bil | 1.40% | 45 | 43 | 19 | 0.050% | $3,000 | No Load | Limited |
| Fidelity Small Cap Index | FSSNX | Small Blend | 24.70 Bil | 1.47% | 84 | 74 | 51 | 0.025% | — | No Load | Open |
| T. Rowe Price Small-Cap Value Adv | PASVX | Small Blend | 10.48 Bil | 0.23% | 76 | 82 | 70 | 1.160% | $2,500 | No Load | Open |
| T. Rowe Price Small-Cap Value | PRSVX | Small Blend | 10.48 Bil | 0.63% | 71 | 77 | 64 | 0.800% | $2,500 | No Load | Open |
| Strategic Advisers Small-Mid Cap | FSCFX | Small Blend | 9.43 Bil | 0.88% | 55 | 35 | 27 | 0.380% | — | No Load | Open |
| FullerThaler Behavioral Sm-Cp Eq Inv | FTHNX | Small Blend | 9.37 Bil | 0.72% | 2 | 2 | 1 | 1.050% | $1,000 | No Load | Limited |
| Schwab Small Cap Index | SWSSX | Small Blend | 5.95 Bil | 1.53% | 86 | 75 | 53 | 0.040% | — | No Load | Open |
| Columbia Small Cap Index A | NMSAX | Small Blend | 3.31 Bil | 1.25% | 68 | 65 | 30 | 0.450% | $2,000 | No Load | Open |
| Nuveen Quant Small Cap Equity W | TSCWX | Small Blend | 3.20 Bil | 1.46% | 18 | 24 | — | — | — | No Load | Open |
| Nuveen Quant Small Cap Equity Premier | TSRPX | Small Blend | 3.20 Bil | 0.87% | 22 | 37 | 9 | 0.570% | — | No Load | Open |
| Thrivent Small Cap Stock S | TSCSX | Small Blend | 3.10 Bil | 0.45% | 28 | 8 | 2 | 0.810% | $2,000 | No Load | Open |
| Fidelity Stock Selector Small Cap | FDSCX | Small Blend | 3.04 Bil | 0.22% | 11 | 5 | 4 | 0.920% | — | No Load | Open |
| iShares Russell 2000 Small-Cap Idx Inv A | MDSKX | Small Blend | 2.78 Bil | 1.32% | 90 | 81 | 67 | 0.370% | $1,000 | No Load | Open |
| Fidelity Small Cap Discovery | FSCRX | Small Blend | 2.62 Bil | 0.10% | 16 | 16 | 43 | 1.050% | — | No Load | Open |
| Harbor Small Cap Value Investor | HISVX | Small Blend | 2.54 Bil | 0.34% | 36 | 42 | 17 | 1.240% | $2,500 | No Load | Limited |
| Harbor Small Cap Value Admin | HSVRX | Small Blend | 2.54 Bil | 0.18% | 35 | 39 | 15 | 1.130% | $50,000 | No Load | Limited |
| Schwab Fundamental US Small Company Idx | SFSNX | Small Blend | 1.95 Bil | 1.41% | 29 | 28 | 27 | 0.250% | — | No Load | Open |
| Royce Small-Cap Fund Invmt | PENNX | Small Blend | 1.94 Bil | 0.37% | 10 | 14 | 19 | 0.940% | $2,000 | No Load | Open |
| Royce Small-Cap Fund Svc | RYPFX | Small Blend | 1.94 Bil | 0.12% | 14 | 17 | 33 | 1.310% | $2,000 | No Load | Open |
| Gabelli Small Cap Growth AAA | GABSX | Small Blend | 1.81 Bil | 0.17% | 6 | 12 | 29 | 1.390% | $1,000 | No Load | Open |
| Mercer US Small/Mid Cap Equity Y3 | MSCGX | Small Blend | 1.74 Bil | 0.95% | 33 | 24 | 22 | 0.480% | — | No Load | Open |
| Russell Inv Tax-Managed US Mid&Sm Cap S | RTSSX | Small Blend | 1.63 Bil | 0.11% | 72 | 68 | 68 | 1.200% | — | No Load | Open |
| Russell Inv Tax-Managed US Mid&Sm Cap M | RTOUX | Small Blend | 1.63 Bil | 0.19% | 70 | 67 | — | 1.100% | — | No Load | Open |
| Fidelity ZERO Extended Market Index | FZIPX | Small Blend | 1.54 Bil | 1.43% | 54 | 41 | — | — | — | No Load | Open |
| Vanguard Strategic Small-Cap Equity Inv | VSTCX | Small Blend | 1.51 Bil | 1.14% | 5 | 7 | 9 | 0.260% | $3,000 | No Load | Open |
| Wasatch Small Cap Value | WMCVX | Small Blend | 1.46 Bil | — | 17 | 19 | 5 | 1.170% | $2,000 | No Load | Open |
| Royce Premier Invmt | RYPRX | Small Blend | 1.45 Bil | 0.05% | 24 | 39 | 40 | 1.190% | $2,000 | No Load | Open |
| Royce Premier Service | RPFFX | Small Blend | 1.45 Bil | — | 30 | 43 | 50 | 1.490% | $2,000 | No Load | Open |
| Brown Advisory Small-Cap Fdmtl Val Inv | BIAUX | Small Blend | 1.39 Bil | 0.53% | 13 | 63 | 69 | 1.110% | $100 | No Load | Open |
| Brown Advisory Small-Cap Fdmtl Val Adv | BAUAX | Small Blend | 1.39 Bil | 0.36% | 15 | 71 | 71 | 1.360% | $100 | No Load | Open |
| Nuveen Quant Small/Mid Cap Eq Premier | TSMMX | Small Blend | 1.34 Bil | 0.79% | 7 | 2 | — | 0.640% | — | No Load | Open |
| Nuveen Quant Small/Mid Cap Eq W | TSMUX | Small Blend | 1.34 Bil | 1.39% | 4 | 2 | — | — | — | No Load | Open |
| Goldman Sachs Small Cap Value P | GSYPX | Small Blend | 1.31 Bil | 0.89% | 77 | 89 | — | 0.990% | — | No Load | Open |
| Goldman Sachs Small Cap Value Inv | GSQTX | Small Blend | 1.31 Bil | 1.01% | 78 | 90 | 85 | 1.000% | — | No Load | Open |
| Goldman Sachs Small Cap Value Svc | GSSSX | Small Blend | 1.31 Bil | 0.55% | 81 | 93 | 91 | 1.500% | — | No Load | Open |
| Glenmede Small Cap Equity Adv | GTCSX | Small Blend | 1.26 Bil | 0.44% | 15 | 14 | 24 | 0.950% | — | No Load | Open |
| Fidelity Series Small Cap Discovery | FJACX | Small Blend | 1.21 Bil | 1.07% | 9 | 7 | 11 | — | — | No Load | Open |
| Northern Small Cap Index | NSIDX | Small Blend | 1.17 Bil | 1.61% | 89 | 80 | 63 | 0.100% | $2,500 | No Load | Open |
| BNY Mellon Small Cap Stock Index Inv | DISSX | Small Blend | 1.13 Bil | 1.38% | 69 | 64 | 30 | 0.500% | $2,500 | No Load | Open |
| Empower S&P SmallCap 600® Index Inv | MXISX | Small Blend | 1.12 Bil | 0.52% | 71 | 66 | 33 | 0.560% | — | No Load | Open |
| Empower S&P SmallCap 600® Index L | MXNSX | Small Blend | 1.12 Bil | 0.05% | 74 | 70 | 42 | 0.810% | — | No Load | Limited |
| Fidelity Small Cap Stock | FSLCX | Small Blend | 1.11 Bil | 0.02% | 68 | 76 | 56 | 0.740% | — | No Load | Open |
| VALIC Company I Small Cap Index | VCSLX | Small Blend | 1.08 Bil | 1.33% | 91 | 82 | 66 | 0.400% | — | No Load | Open |
| Touchstone Small Company Y | SIGWX | Small Blend | 1.05 Bil | — | 34 | 35 | 7 | 0.900% | $2,500 | No Load | Open |
| Vanguard Explorer Value Inv | VEVFX | Small Blend | 978.02 Mil | 1.71% | 38 | 47 | 60 | 0.490% | $3,000 | No Load | Open |
| Davenport Small Cap Focus | DSCPX | Small Blend | 969.93 Mil | 0.63% | 10 | 3 | — | 0.910% | $5,000 | No Load | Open |
| Column Small Cap Select | CFSSX | Small Blend | 923.09 Mil | — | — | — | — | 0.620% | — | No Load | Open |
| ClearBridge Small Cap FI | LGASX | Small Blend | 897.50 Mil | 0.27% | 94 | 96 | 76 | 1.070% | — | No Load | Open |
| Victory Small Cap Stock | USCAX | Small Blend | 894.33 Mil | 0.18% | 79 | 52 | 59 | 1.060% | $3,000 | No Load | Open |
| Russell Inv US Small Cap Equity M | RUNTX | Small Blend | 879.89 Mil | 0.62% | 58 | 52 | — | 0.880% | — | 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.