Actively Managed US Small/Mid-Cap Funds
Active funds and ETFs attempt to outpace peers and their relative benchmarks through the active selection and review of securities. These portfolios tend to have higher relative costs compared with passive offerings. Here, we highlight those funds and ETFs that focus on stocks in the bottom 30% of the capitalization of the US equity market.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| 1290 Essex Small Cap Growth Fund Class A
ESCFX
| Small Growth | 4.43% | 26.67% | — | 1.130% | $111.71M | |||
| 1290 Essex Small Cap Growth Fund Class I
ESCJX
| Small Growth | 4.69% | 26.98% | — | 0.880% | $111.71M | |||
| 1290 Essex Small Cap Growth Fund Class R
ESCKX
| Small Growth | 4.16% | 26.35% | — | 1.380% | $111.71M | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class A
TNVAX
| Small Value | 17.75% | 17.52% | 8.37% | 1.200% | $229.68M | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class I
TNVIX
| Small Value | 18.05% | 17.81% | 8.64% | 0.950% | $229.68M | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class R
TNVRX
| Small Value | 17.46% | 17.23% | 8.10% | 1.450% | $229.68M | |||
| 13D Activist Fund Class A
DDDAX
| Small Blend | 31.06% | 20.06% | 5.03% | 1.760% | $104.16M | |||
| 13D Activist Fund Class C
DDDCX
| Small Blend | 30.10% | 19.17% | 4.24% | 2.510% | $104.16M | |||
| 13D Activist Fund Class I
DDDIX
| Small Blend | 31.37% | 20.38% | 5.30% | 1.510% | $104.16M | |||
| AAM Sawgrass U.S. Small Cap Quality Growth ETF
SAWS
| Small Growth | — | 7.18% | — | — | 0.550% | $6.95M | ||
| AB Discovery Growth Fund Advisor Class
CHCYX
| Mid-Cap Growth | 0.93% | 15.45% | −1.40% | 0.690% | $2.37B | |||
| AB Discovery Growth Fund Class A
CHCLX
| Mid-Cap Growth | 0.72% | 15.21% | −1.63% | 0.920% | $2.37B | |||
| AB Discovery Growth Fund Class C
CHCCX
| Mid-Cap Growth | −0.07% | 14.26% | −2.39% | 1.690% | $2.37B | |||
| AB Discovery Growth Fund Class I
CHCIX
| Mid-Cap Growth | 0.87% | 15.35% | −1.47% | 0.750% | $2.37B | |||
| AB Discovery Growth Fund Class Z
CHCZX
| Mid-Cap Growth | 0.94% | 15.46% | −1.39% | 0.660% | $2.37B | |||
| AB Discovery Value Fund Advisor Class
ABYSX
| Small Value | 20.56% | 17.67% | 6.20% | 0.840% | $2.43B | |||
| AB Discovery Value Fund Class A
ABASX
| Small Value | 20.23% | 17.36% | 5.93% | 1.090% | $2.43B | |||
| AB Discovery Value Fund Class C
ABCSX
| Small Value | 19.32% | 16.50% | 5.14% | 1.840% | $2.43B | |||
| AB Discovery Value Fund Class I
ABSIX
| Small Value | 20.49% | 17.59% | 6.14% | 0.900% | $2.43B | |||
| AB Discovery Value Fund Class Z
ABSZX
| Small Value | 20.60% | 17.70% | 6.22% | 0.810% | $2.43B | |||
| AB Mid Cap Value Portfolio Class Z
ABMVX
| Mid-Cap Value | — | 26.12% | — | — | 0.670% | $2.87M | ||
| AB Small Cap Core Portfolio Advisor Class
SCRYX
| Small Blend | 18.46% | 18.56% | 6.00% | 0.890% | $820.08M | |||
| AB Small Cap Core Portfolio Class Z
SCRZX
| Small Blend | 18.48% | 18.58% | 6.02% | 0.880% | $820.08M | |||
| AB Small Cap Growth Portfolio Advisor Class
QUAYX
| Small Growth | 4.49% | 17.03% | −2.13% | 0.890% | $2.43B | |||
| AB Small Cap Growth Portfolio Class A
QUASX
| Small Growth | 4.22% | 16.73% | −2.37% | 1.140% | $2.43B |
United States