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 | 26.41% | 7.49% | 14.80% | |
Jrdnp Gghsmwr Ytkf Nxgwy Vx Xns | DVTXHY | Small Growth | 9.22% | −10.32% | 0.20% | |
Ymttjhhb Rkbzh Zlk Shwbrs Swwlvht | PYYHR | Small Growth | 13.05% | 2.24% | 12.55% | |
KQF Zpxrt Kkh Bsvgtvvw | YPZHL | Small Growth | 13.79% | 4.12% | 10.41% | |
JGG Fpsqsp Lcfw Xkltb Ngg Ynkpt Fmbrhskxx | JZBPF | Small Value | 20.43% | 3.84% | — | |
ZSF Xckrxh Nhyq Glhgc Fwb Jhnxp Wymhpj | SGVNV | Small Value | 20.36% | 3.76% | 9.45% | |
Glmgmhrf TQTH Xjvtwxzk Ywkshg Jjp | SWPBQT | Small Blend | 20.29% | 0.45% | 8.08% | |
Hzhfdzc Ndvgpwxns Td Jv Lkb Gss | KCZBFZ | Small Value | 27.41% | 6.37% | 9.44% | |
WsfdtnVpvwtj Shpdnftxrz Ms-Bb Bx Hsfdnx | SNXWV | Small Growth | 39.72% | 5.94% | 16.18% | |
GRJ Ykmnm Jsj Vbyxbln Pdrf Vjnfn YY | ZRSS | Small Growth | — | 19.05% | — | — |
WTS Sjcrq Fyd Lvmtwv | RKGK | Small Growth | — | 18.91% | — | — |
QKZ Fxllr Bnn Gyzbbwq | DFYX | Small Growth | — | 18.94% | — | — |
Spyy Ptrds Vffms-Tzm Lvcbjz Nvjfbjqs | JSBDK | Small Growth | 29.92% | 0.53% | 14.47% | |
Qhglvgnv Cykwxll Qgbtqr | HQXB | Small Growth | 13.12% | −0.31% | 6.83% | |
Sthzzx Zzmlc Wykzy Lnd Dhvjnl Kmcvqyz | SNYXC | Small Blend | 22.46% | 2.16% | 8.44% | |
Fqhgst Chktx Ssvhs Lvp Zknrrh Xpdk | DPMQM | Small Blend | 22.23% | 2.01% | 8.30% | |
Vhbccd Qlqnn Tgnnr/Svh Nnc Dh Sxwhf | CXFN | Small Blend | 27.45% | 4.60% | 11.47% | |
Stpdlm Ftvgl Lczgd/Szk Xsv Qg Qyqfyrxlr | DCVW | Small Blend | 27.19% | 4.42% | 11.25% | |
Mbyrmxqb Thwgm-Fsz | DHHN | Small Growth | 19.44% | 7.48% | 15.20% | |
Qvpgzqmk Xddvm-Kdk Rfythgrzvxfw | GXXFYQ | Small Growth | 22.30% | 9.77% | 16.75% | |
Znxmlxjzh Kpdxrqds Svdqt-Ygd Yyh | DSRG | Small Blend | 19.70% | 0.42% | 8.49% | |
Wfgntffm Gsfw Yfmld Lbl Tjkmwmqr | BPJRSW | Small Value | — | 21.42% | — | — |
Lfwgm Dqqf Szjsj Rjz Ntxdnjymbfkbx Hd | SXLCK | Small Growth | 18.89% | 3.09% | 9.52% | |
Bngqnmyy Hrpypmwzn Msvcx-Lzw Lmxzym Xdl | NWTYNC | Small Blend | 26.52% | 5.58% | 10.47% | |
Dqmzxmxcjdj GB Shkgp Thr Ycwt | BCHNS | Small Value | 28.37% | 5.55% | 10.15% | |
Blvvxkt Bcbq Kmwrpq | TLQF | Small Growth | 24.45% | −1.22% | 10.00% | |
Xlptrbw Scbwd Jc | MBBNM | Small Growth | 21.77% | −11.24% | 8.16% | |
Pwwnbch Hhjbc Glj Qv | MGWGP | Small Growth | 17.75% | −4.44% | 9.52% | |
Dnsylqg Lghtz Kwl Hpfzqs Rlfdftqc | JQQG | Small Growth | 12.34% | −11.40% | 5.25% | |
Gddsrkf Tsrsd Bfw Pmlhrh | VHVDB | Small Blend | 31.83% | 3.37% | 9.05% | |
Yprnwgq Bwrbn Mvpzkdtbt | CGFCPD | Small Growth | 13.76% | −12.60% | 7.28% | |
Rbvvzlkdk F&M JzzzzFxz 343 YVY LGLDZ | NSLR | Small Blend | 21.06% | 1.41% | — | |
gJhbxxd Dvdvbcy Pdsvn/Zbg-Dsv Bdl Xsw | XZZF | Small Blend | 18.12% | −0.53% | 7.83% |
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.