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 | 145.28 Bil | 1.31% | 53 | 43 | 18 | 0.170% | $3,000 | No Load | Limited |
| Fidelity Small Cap Index | FSSNX | Small Blend | 26.78 Bil | 1.36% | 89 | 76 | 55 | 0.025% | — | No Load | Open |
| Strategic Advisers Small-Mid Cap | FSCFX | Small Blend | 10.12 Bil | 0.82% | 55 | 36 | 24 | 0.430% | — | No Load | Open |
| T. Rowe Price Small-Cap Value Adv | PASVX | Small Blend | 10.12 Bil | 0.22% | 72 | 81 | 72 | 1.170% | $2,500 | No Load | Open |
| T. Rowe Price Small-Cap Value | PRSVX | Small Blend | 10.12 Bil | 0.59% | 66 | 73 | 63 | 0.820% | $2,500 | No Load | Open |
| FullerThaler Behavioral Sm-Cp Eq Inv | FTHNX | Small Blend | 8.99 Bil | 0.68% | 2 | 1 | 1 | 1.050% | $1,000 | No Load | Limited |
| Schwab Small Cap Index | SWSSX | Small Blend | 5.65 Bil | 1.42% | 90 | 78 | 58 | 0.040% | — | No Load | Open |
| TIAA-CREF Small-Cap Blend Idx Advisor | TRHBX | Small Blend | 3.28 Bil | 1.54% | 91 | 80 | — | 0.210% | — | No Load | Open |
| Columbia Small Cap Index A | NMSAX | Small Blend | 3.15 Bil | 1.18% | 64 | 65 | 33 | 0.450% | $2,000 | No Load | Open |
| Fidelity Stock Selector Small Cap | FDSCX | Small Blend | 3.05 Bil | 0.21% | 19 | 4 | 4 | 0.920% | — | No Load | Open |
| TIAA-CREF Quant Small-Cap Equity W | TSCWX | Small Blend | 3.04 Bil | 1.36% | 28 | 25 | — | — | — | No Load | Open |
| TIAA-CREF Quant Small-Cap Equity Advisor | TSCHX | Small Blend | 3.04 Bil | 0.91% | 33 | 38 | — | 0.500% | — | No Load | Open |
| TIAA-CREF Quant Small-Cap Equity Premier | TSRPX | Small Blend | 3.04 Bil | 0.81% | 36 | 38 | 11 | 0.570% | — | No Load | Open |
| TIAA-CREF Quant Small-Cap Equity Retail | TCSEX | Small Blend | 3.04 Bil | 0.77% | 37 | 39 | 13 | 0.720% | $2,500 | No Load | Open |
| Thrivent Small Cap Stock S | TSCSX | Small Blend | 2.98 Bil | 0.43% | 31 | 7 | 1 | 0.810% | $2,000 | No Load | Open |
| Fidelity Small Cap Discovery | FSCRX | Small Blend | 2.83 Bil | 0.10% | 7 | 15 | 29 | 1.050% | — | No Load | Open |
| iShares Russell 2000 Small-Cap Idx Inv A | MDSKX | Small Blend | 2.63 Bil | 1.22% | 92 | 83 | 69 | 0.370% | $1,000 | No Load | Open |
| Harbor Small Cap Value Investor | HISVX | Small Blend | 2.40 Bil | 0.33% | 46 | 53 | 22 | 1.240% | $2,500 | No Load | Limited |
| Harbor Small Cap Value Admin | HSVRX | Small Blend | 2.40 Bil | 0.17% | 42 | 47 | 18 | 1.130% | $50,000 | No Load | Limited |
| Schwab Fundamental US Small Company Idx | SFSNX | Small Blend | 1.85 Bil | 1.33% | 23 | 30 | 22 | 0.250% | — | No Load | Open |
| Royce Pennsylvania Mutual Svc | RYPFX | Small Blend | 1.84 Bil | 0.11% | 24 | 21 | 36 | 1.270% | $2,000 | No Load | Open |
| Royce Pennsylvania Mutual Invmt | PENNX | Small Blend | 1.84 Bil | 0.35% | 20 | 20 | 24 | 0.960% | $2,000 | No Load | Open |
| Gabelli Small Cap Growth AAA | GABSX | Small Blend | 1.76 Bil | 0.16% | 4 | 9 | 19 | 1.390% | $1,000 | No Load | Open |
| Mercer US Small/Mid Cap Equity Y3 | MSCGX | Small Blend | 1.70 Bil | 0.89% | 33 | 20 | 14 | 0.480% | — | No Load | Open |
| Fidelity ZERO Extended Market Index | FZIPX | Small Blend | 1.65 Bil | 1.33% | 53 | 42 | — | — | — | No Load | Open |
| Vanguard Strategic Small-Cap Equity Inv | VSTCX | Small Blend | 1.61 Bil | 1.07% | 5 | 10 | 10 | 0.260% | $3,000 | No Load | Open |
| Russell Inv Tax-Managed US Mid&Sm Cap S | RTSSX | Small Blend | 1.56 Bil | 0.10% | 69 | 69 | 67 | 1.200% | — | No Load | Open |
| Russell Inv Tax-Managed US Mid&Sm Cap M | RTOUX | Small Blend | 1.56 Bil | 0.18% | 68 | 68 | — | 1.100% | — | No Load | Open |
| Royce Premier Service | RPFFX | Small Blend | 1.39 Bil | — | 41 | 57 | 53 | 1.490% | $2,000 | No Load | Open |
| Wasatch Small Cap Value | WMCVX | Small Blend | 1.38 Bil | — | 19 | 21 | 7 | 1.170% | $2,000 | No Load | Open |
| Royce Premier Invmt | RYPRX | Small Blend | 1.38 Bil | 0.05% | 37 | 48 | 38 | 1.180% | $2,000 | No Load | Open |
| Brown Advisory Small-Cap Fdmtl Val Adv | BAUAX | Small Blend | 1.33 Bil | 0.34% | 11 | 71 | 69 | 1.360% | $100 | No Load | Open |
| Brown Advisory Small-Cap Fdmtl Val Inv | BIAUX | Small Blend | 1.33 Bil | 0.51% | 9 | 62 | 60 | 1.110% | $100 | No Load | Open |
| Fidelity Series Small Cap Discovery | FJACX | Small Blend | 1.32 Bil | 0.99% | 5 | 8 | 9 | — | — | No Load | Open |
| Goldman Sachs Small Cap Value P | GSYPX | Small Blend | 1.28 Bil | 0.84% | 66 | 89 | — | 0.990% | — | No Load | Open |
| Goldman Sachs Small Cap Value Inv | GSQTX | Small Blend | 1.28 Bil | 0.96% | 67 | 89 | 84 | 1.000% | — | No Load | Open |
| Goldman Sachs Small Cap Value Svc | GSSSX | Small Blend | 1.28 Bil | 0.52% | 73 | 93 | 89 | 1.500% | — | No Load | Open |
| TIAA-CREF Quant Sm/Md-Cp Eq Retail | TSMEX | Small Blend | 1.27 Bil | 0.64% | 13 | 4 | — | 0.790% | $2,500 | No Load | Open |
| TIAA-CREF Quant Sm/Md-Cp Eq Premier | TSMMX | Small Blend | 1.27 Bil | 0.75% | 11 | 3 | — | 0.640% | — | No Load | Open |
| TIAA-CREF Quant Sm/Md-Cp Eq Advisor | TSMNX | Small Blend | 1.27 Bil | 0.82% | 11 | 3 | — | 0.590% | — | No Load | Open |
| TIAA-CREF Quant Sm/Md-Cp Eq W | TSMUX | Small Blend | 1.27 Bil | 1.32% | 7 | 3 | — | — | — | No Load | Open |
| Fidelity Small Cap Stock | FSLCX | Small Blend | 1.21 Bil | 0.02% | 74 | 75 | 56 | 0.740% | — | No Load | Open |
| Glenmede Small Cap Equity Adv | GTCSX | Small Blend | 1.20 Bil | 0.52% | 14 | 14 | 28 | 0.950% | — | No Load | Open |
| Northern Small Cap Index | NSIDX | Small Blend | 1.10 Bil | 1.49% | 91 | 82 | 65 | 0.100% | $2,500 | No Load | Open |
| BNY Mellon Small Cap Stock Index Inv | DISSX | Small Blend | 1.08 Bil | 1.30% | 64 | 65 | 32 | 0.500% | $2,500 | No Load | Open |
| Vanguard Explorer Value Inv | VEVFX | Small Blend | 1.04 Bil | 1.61% | 36 | 50 | 60 | 0.490% | $3,000 | No Load | Open |
| VALIC Company I Small Cap Index | VCSLX | Small Blend | 1.03 Bil | 1.24% | 93 | 85 | 68 | 0.400% | — | No Load | Open |
| Touchstone Small Company Y | SIGWX | Small Blend | 1.01 Bil | — | 39 | 37 | 8 | 0.900% | $2,500 | No Load | Open |
| Davenport Small Cap Focus | DSCPX | Small Blend | 955.79 Mil | 0.58% | 6 | 3 | — | 0.910% | $5,000 | No Load | Open |
| Empower S&P SmallCap 600® Index Inv | MXISX | Small Blend | 912.80 Mil | 0.49% | 67 | 67 | 34 | 0.560% | — | 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.