Hidden Gems
One concern with small-cap funds is that if they do well, people plow money into them, making it harder for the manager to find more small-cap ideas that produced that strong performance. Here we identify small-cap mutual funds and ETFs with strong performance, attractive fees, and a small asset base that also received a Gold, Silver, or Bronze Medalist rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
Name | Morningstar Category | Morningstar Rating for Funds Overall | Medalist Rating Overall | Adjusted Expense Ratio | Fee Level Distribution | Total Return 5 Year | Total Return Rank in Category (Day-End) 5 Year, Day-End | |
|---|---|---|---|---|---|---|---|---|
| Allspring Disciplined Small Cap Fund Class A WDSAX | Small Blend | 0.910% | Low | 8.36% | 11 | |||
| Allspring Disciplined Small Cap Fund Class R6 WSCJX | Small Blend | 0.500% | Low | 8.72% | 9 | |||
| Allspring Disciplined Small Cap Fund Institutional Class WSCOX | Small Blend | 0.600% | Low | 8.62% | 9 | |||
LOCK|! M#Wfk M^& !j%<y-LFXrx pyj? T<@zH wJ XZMFQY | Small Blend | 0.660% | Low | 9.23% | 7 | |||
LOCK|w gCdwl <g# klbVz-tJ!%r $@?B $<VQ$ >b GJKFM | Small Blend | 0.920% | Below Average | 8.97% | 8 | |||
LOCK|> !yk#& wqM XV<sV-<X>Z? W!Xd >>$mM Nq VXQHPZ | Small Blend | 0.520% | Low | 9.34% | 6 | |||
LOCK|@!#flHv SJ!^BT@<< SPrQ> R%Q ?v@<@J $^#k !xRX# R@@ GCMRNT | Small Growth | 0.460% | Low | 4.10% | 24 | |||
LOCK|&l$&<w# Jxm>?J<>^ $LHbq Cz% MBr^Yk r!&! HJnv? fs$ PJYZFN | Small Growth | 1.010% | Low | 3.53% | 30 | |||
LOCK|<zzq@%# <pwrBGzBj @#wM? ksx &l?j!< &jr@ KYRHbZ?kSC@@w !!yGQq% MRLQHR | Small Growth | 0.510% | Low | 4.05% | 25 | |||
LOCK|?b&P##p Z?Jm^v!%! B<m<@ M!f &Jv!j> ^&w% !VxhMr?C ? ^b!g<!^ RBBKWH | Small Growth | 0.760% | Low | 3.79% | 28 | |||
LOCK|@hzQzQJ >#?dkCp># <<YQ l?r &j^&, S!!.$lvkM $ LYVKZY | Small Blend | 0.430% | Low | 7.26% | 18 | |||
LOCK|?jTH>N# Cr^!^@!Nf ?TMZ kZ^ &zm!, <Qz.?KLMB m$ RBWMMK | Small Blend | 0.980% | Low | 6.68% | 27 | |||
LOCK|Q^&$fv> NbJW@>rz@ q#!z ##F WJK<, QNP.b<L@#ST!>Xp!H #t%m#qcT HPTPPT | Small Blend | 0.480% | Low | 7.21% | 19 | |||
LOCK|&!^<Tgf @L@>l>mt% QzGz %jb !Kbf, Tdf.!^&$#qpT n &!sKbk PLCHZN | Small Blend | 0.730% | Low | 6.94% | 21 | |||
LOCK|#f%jQ D>ck> D%& Ldrv? J$lD gj#@@ v?Gy MZWBNN | Small Value | 1.160% | Below Average | 15.17% | 2 | |||
LOCK|<MC&^ YV?J! #XB m@?&^ <?@! !Y@cB % XFNCV | Small Value | 0.910% | Average | 15.44% | 2 | |||
LOCK|P$>rk &s>tq $B# yzkM$ @&?% Z>^zC Bnp XRSNN | Small Value | 0.730% | Below Average | 15.64% | 2 | |||
LOCK|$Y@!B# Ckk@N?Rcy &BG<< &>% >X#!<g jpykF &<B@ MZLHD | Small Growth | 0.950% | Average | 7.91% | 6 | |||
LOCK|?P<rF pj$N D%>sS &J$ #Cd^ M$@g# hL#X RXNRK | Small Value | 0.870% | Below Average | 10.18% | 9 | |||
LOCK|G<ws?^ wvWG# C@d ?sKkWR C#>j %^xL?$<$wQ&NG yC$xvk>D RTJJTX | Small Growth | 0.690% | Low | 2.70% | 40 | |||
LOCK|SG@^?w dVFrL NJV jfgv?f %@?^ Nmjg<KQ$ V<^@Ypl! JFNZT | Small Growth | 0.930% | Below Average | 2.46% | 44 | |||
LOCK| Kwl><@!qJ tYDlB-Kn$>w $bjV@<& ?fmh$h M#?k FCRBX | Small Value | 0.730% | Low | 2.90% | 97 | |||
LOCK|PXyl%Z ?SM^ %LZq$YF ?r?$d xc@ crD$z GBz# N#p?m ? RRSWR | Small Value | 1.200% | Below Average | 11.46% | 4 | |||
LOCK|^>Kk$W !>>S %?&VQm> pbppV !sh VD$r^ sFp< xr^!F ?b SJHZXY | Small Value | 1.950% | Average | 10.63% | 6 | |||
LOCK|>%#>W$ ^jLd Kkrdfk$ ?>Z&L &s% >Y#r@ yxDw Z#$cc%<Fr!ghv Pnp$fp LPHLPL | Small Value | 0.950% | Average | 11.76% | 3 |
United States