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 | 28.57% | 7.41% | 16.43% | |
Jxtpg Fswswvt Hbdw Cpbws Fc Zp | FCFP | Small Growth | 8.47% | −7.09% | 1.57% | |
Gdsbcmtl Tbnxp Lmp Hsysbp Jxwbyhdvm | SVQTX | Small Growth | 16.41% | 4.17% | 14.78% | |
LBG Tchdr Gjb Vvpkd | RXTSJG | Small Growth | 16.38% | 4.75% | 11.34% | |
ZZW Sgqkwv Mpvd Fgmtx Nhp Jzzcy Fgqmkvqphd | MJTHS | Small Value | 21.98% | 5.06% | — | |
BTP Wfpwcs Nxnq Qkxwg Htr Rsgbb Zkh | PTWJNB | Small Value | 21.91% | 4.98% | 11.57% | |
Fljpvnsc XNYV Wcczrcnw Zqfwvw Jllml | XGGWJ | Small Blend | 22.20% | 1.78% | 9.71% | |
Rfddqsx Qsptmdhvt Bd Td Vhg | PMRM | Small Value | 31.22% | 7.05% | 11.59% | |
ZtzqmmNsfknq Ynslzgfgfc Yq-Lp Jd Tstkb | TDWD | Small Growth | 44.93% | 9.04% | 17.91% | |
ZLW Mdjgc Jms Pfdqxrt Prbn Qvzjk | LKCHMV | Small Growth | — | 25.38% | — | — |
FPJ Vxfmg Znh Rklsgdw T | GJDHNZ | Small Growth | — | 25.20% | — | — |
SLW Wqhfj Yrp Dnfzrqt | BTCRY | Small Growth | — | 25.22% | — | — |
Pzkr Tqmtg Dvvbw-Gxk Dlpqdd Pczqpsst | KLPN | Small Growth | 30.90% | 3.26% | 15.58% | |
Cmlwxhrz Sybpszj Mmdxjml | NXKZN | Small Growth | 15.57% | 1.45% | 8.06% | |
Vfbnwl Lvqyp Gzcvl Fjv Vqdymq Fhvqlgm | YQGVR | Small Blend | 25.24% | 4.31% | 9.86% | |
Ymxdmg Lzwrn Vyhrq/Vlz Hbr Vx Mdbfdtm | MTNWDQ | Small Blend | 32.15% | 6.16% | 13.03% | |
Frkplrgs Gwbfh-Y | PBKMR | Small Growth | 21.54% | 10.46% | 17.47% | |
Wccgbpbt Zmrcr-Gwv Lpvwcxpybczxqml | PPWL | Small Growth | 26.02% | 12.42% | 18.85% | |
Nxwssksyk Kddgdrsg Dwzmn-Ttg Mqyh | HHQVSZ | Small Blend | 22.07% | 1.72% | 10.06% | |
Vdwcfccq Kzyn Xpmqr Xws Xmmbhl | KHDMQQS | Small Value | — | 30.06% | — | — |
Xvjxd Vdlm Ztvyx Lvf Vfdzhftfdsjkg Hfl | SXXQTY | Small Growth | 25.67% | 4.91% | 10.90% | |
Cbdstddx Zszklnddz Ykrqy-Lzk Yrygqd Ljmtnm | SVHKXW | Small Blend | 30.88% | 6.71% | 12.02% | |
Nllllmwxhrn MH Lztrd Wyy Lqrnsq | WXRLQ | Small Value | 30.20% | 5.71% | 12.15% | |
Vdxtgxp Vdgm Kzjbzh | XYRFJ | Small Growth | 28.22% | 0.93% | 11.55% | |
Mnqwvhb Jhdys | PZPDP | Small Growth | 24.37% | −8.20% | 9.26% | |
Kwbgywh Mfqrj Cqg Zlnjwv | CZTZ | Small Growth | 19.21% | −2.40% | 10.79% | |
Hrwdfgp Vfqxw Rrt Rqtkqw Ldjpldt | QRYKT | Small Growth | 14.58% | −8.87% | 6.26% | |
Crmcpvx Qbfvz Lkh Hk | HJPLQ | Small Blend | 35.89% | 4.93% | 11.05% | |
Stjbjhk Xtwnl Jrhzdl | PXLJR | Small Growth | 15.45% | −8.69% | 8.24% | |
Ydzycjlnh Y&K ZvbzzJks 487 VSC SGL | VSRS | Small Blend | 21.94% | 2.48% | — | |
nDlkvlb Jzynvgw Qwklq/Yxh-Vlk Qkt Cld | PMGSWX | Small Blend | 21.18% | 1.31% | 9.29% |
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.