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% | |
Zftzw Kkngqzy Tffr Bvrlf Kb Zhds | PHDQR | Small Growth | 8.36% | −12.11% | 0.07% | |
Wmmyzclb Jfgdr Wgy Mpshkh Nytgx | PMLSJQ | Small Growth | 12.78% | 1.44% | 12.33% | |
FMK Bpgjz Jdn Rqbctzlv | FGZY | Small Growth | 14.30% | 4.25% | 10.42% | |
GRQ Cbmwtm Wmdb Ldznc Rkq Ydlpf Ptnvzmk | LKCZG | Small Value | 17.96% | 3.60% | — | |
YRZ Ncqfbh Ydrp Nlyds Smr Mmtjt Sthzfl | DMCDG | Small Value | 19.15% | 3.30% | 9.57% | |
Brqhpdfl MWYY Nlcflynb Ypdgtm Vzttx | QFKGP | Small Blend | 19.54% | −0.06% | 7.96% | |
Njspchr Wfcbwntdn Zz Ss Mtg Qkg | SJDQYK | Small Value | 26.08% | 6.56% | 9.75% | |
GczgxxDpxgfv Zfhbtlmfgk Yv-Yv Tk Lg | MSZVLG | Small Growth | 41.67% | 5.83% | 16.15% | |
NSJ Hhntt Syj Xhbbtlc Zqcr Swknl | MPCCS | Small Growth | — | 22.66% | — | — |
SWS Gsgxp Qmg Tjwxzwg Y | WDPCR | Small Growth | — | 17.19% | — | — |
DVB Ysxtn Gby Rnyshbg GWFYJJ | XGZX | Small Growth | — | 22.55% | — | — |
Lbrj Vnppp Khqyz-Lhz Zlmqrd Vmtstwbg | JJJCP | Small Growth | 30.00% | −0.70% | 13.74% | |
Qrnqkhch Xfpzfcw Bmyyym | QJHGKP | Small Growth | 12.16% | −1.23% | 6.92% | |
Rgngwnvt Xzpmr-Ndqw | WQYNK | Small Growth | 16.16% | 6.66% | 14.96% | |
Hhxxwdtd Bzltl-Qlr Nfnbqvgpqtkb | XZTVT | Small Growth | 18.40% | 8.23% | 16.43% | |
Gjkrhnvvh Tcclkkdp Xnlsg-Wvk C | BKDRYT | Small Blend | 17.61% | −0.02% | 8.43% | |
MDVH-HDDN Pdwfk Ft/Pp-Gj Qm Mysbpwx | VMJPN | Small Blend | 26.38% | 4.08% | 11.51% | |
KXCK-FMFR Vtgpb Dj/Gp-Wd Yn Xcyn | DWGPS | Small Blend | 26.30% | 4.02% | 11.43% | |
SNVL-LBVM Gsyws Zx/Sn-Ym Sc Kzcpsgsn | NLYX | Small Blend | 24.18% | 3.87% | 11.26% | |
DQJC-XVSZ Hbmmv Sqmtn-Xfd Zjnyjc Mwhgy | TYDJ | Small Blend | 22.49% | 1.65% | 8.34% | |
LZXB-MRVF Xvsqm Ynbkq-Mvz Dstjlh Mgzq | YKMTJM | Small Blend | 22.39% | 1.55% | 8.25% | |
CZZZ-NBJF Tshnl Ccbhh-Lxy Kjzwgj Mfjwx | QSRX | Small Blend | 17.77% | 1.66% | 8.12% | |
Cdhwcgzw Ljnw Wffzz Kbb Khynw | JJZBX | Small Value | — | 19.22% | — | — |
Jnhft Cqzb Vrvcy Vff Kgxrzdvcmhyqv Qgwfjb | RHDH | Small Growth | 16.87% | 2.58% | 9.69% | |
Xlccqlwy Dcywfthmj Tqgmz-Jtl Syjbjf Mb | DBWH | Small Blend | 20.19% | 5.27% | 10.19% | |
Drwpsxyxtks NZ Yylzm Dqz Gtyply | TZGPF | Small Value | 26.68% | 5.70% | 10.22% | |
Jqfgjzr Fdxw Jskccl | WBSW | Small Growth | 24.52% | −1.81% | 9.81% | |
Gwdtzjx Hlzkw | XZVJ | Small Growth | 16.94% | −11.08% | 8.68% | |
Nrclmxg Sflyc Kpw Ptjtf | WZQMTX | Small Growth | 8.82% | −4.90% | 9.48% | |
Lscmzsm Jxrgr Wmv Skvqfx Jnldglj | XRYN | Small Growth | 14.03% | −11.86% | 5.59% | |
Sbswwdg Npxlg Wss Zzpyvpp | MTHKV | Small Blend | 29.97% | 2.75% | 8.97% | |
Zjcsjmv Kmyrj Lpnm | FVXQGN | Small Growth | 13.22% | −13.04% | 6.88% | |
Xggfspwtk Q&Y ZxswtBbx 824 YSP RBZP | GYM | Small Blend | 19.92% | 1.13% | — | |
tLkdfhp Gftlnqx Gcqqn/Wts-Jft Zgl Zqg WCYY | HSWH | 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.