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 | 9.51% | 9 | |||
| Allspring Disciplined Small Cap Fund Class R6
WSCJX
| Small Blend | 0.500% | Low | 9.86% | 7 | |||
| Allspring Disciplined Small Cap Fund Institutional Class
WSCOX
| Small Blend | 0.600% | Low | 9.75% | 8 | |||
LOCK|T %c#@? FwD >?sgm-Grlmt <T>% $y?p> %jfK
YWCXQ
| Small Blend | 0.660% | Low | 10.79% | 4 | |||
LOCK|x H@@^@ n#! @W@!#-^<zz< FJxD H<b&> H^$
MCKJH
| Small Blend | 0.920% | Below Average | 10.51% | 5 | |||
LOCK|% <lly$ G#$ %r!SW-!vkP> dq$Y K#>%@ $H
FPZHP
| Small Blend | 0.520% | Low | 10.90% | 4 | |||
LOCK|ZX!&Nk^ &%&hYK>?t #h>xQ h&! dXb^<l V<R% ZFN?b >Bfn
YSYPT
| Small Growth | 0.460% | Low | 5.02% | 21 | |||
LOCK|>#^^sW& s#<%!P#<Z %$^S$ Z#G @^dYJB $Mx$ >g?N% r
JLRBBZ
| Small Growth | 1.010% | Low | 4.44% | 28 | |||
LOCK|T#TM^vv xzw?Gycmb r%Pdr Vd! L>cMJM $z?s MvHy#Vcf%&jDy zdKpq##lz
XQWQCC
| Small Growth | 0.510% | Low | 4.97% | 21 | |||
LOCK|#Vv@qH> WNkH##Jr> HscG$ <Kp >ML$CR !Xk@ $LzRp<<h # dR>pYHRVp
BMTYR
| Small Growth | 0.760% | Low | 4.70% | 26 | |||
LOCK|N@!GBdY !gymJ>KB^ <N%# #h% CY@Y, ^sL.HDlL! ZN%m
QJLYB
| Small Blend | 0.430% | Low | 7.96% | 18 | |||
LOCK|S^Z?#<T ^LfHYx>Yz $Y$b ^H@ !zt>, @Q?.vD$%^ <S
TKDPP
| Small Blend | 0.980% | Low | 7.36% | 25 | |||
LOCK|<$K$vpc yL!#r#XmZ ZKg$ bnP DqY#, Ml?.#JZV>hMTs@&?% gZRSG#FlS
QGHCW
| Small Blend | 0.480% | Low | 7.90% | 19 | |||
LOCK|q@rS%Rt l$h$KbyBV bn#G gB! &JsH, Y#l.$!dMnmNl T !Cn?<#
NLMTS
| Small Blend | 0.730% | Low | 7.63% | 22 | |||
LOCK|WLRDz lv@ny <&^ ySXd% vfZT z<TZ^ rlX$
QGTDY
| Small Value | 1.160% | Below Average | 14.93% | 2 | |||
LOCK|J<%HT ^^Cm? <Gm #KC<g mFR@ m%njL $J
HTVBF
| Small Value | 0.910% | Average | 15.21% | 2 | |||
LOCK|$wM<% @@n%C $#@ %?V!< q#dJ KjtxF sR%
RMLYZR
| Small Value | 0.730% | Below Average | 15.41% | 1 | |||
LOCK|&%xQqh> WL<% z#T>b-<kj ?#$?z V#Kp y%@?& %#
ZRQTVV
| Small Value | 0.470% | Low | 9.63% | 15 | |||
LOCK|H?>#C$ s?%kmg&Cc ^%H$w ^>$ v<^STP <L$d% jcW
WPCFF
| Small Growth | 0.950% | Average | 8.44% | 7 | |||
LOCK|p?>F$ ffP$ n>WYs #C@ ?CjZ Hvgbq hf
RYRZKM
| Small Value | 0.870% | Below Average | 9.99% | 13 | |||
LOCK|wd&nP# ^xgR@ Fh^ &&t@<q Gk$< v&%$RlY%KbX%$ >@?$GVj
QBWXB
| Small Growth | 0.690% | Low | 4.05% | 31 | |||
LOCK|L^Bj>B ?>B#l n@d cT@m$c @p!D V>^T<?j$ b>ny%l#<
PFSHBQ
| Small Growth | 0.930% | Below Average | 3.80% | 33 | |||
LOCK| $q&dw@&^P fCGz#-dnGzN !^T@F>^ ty@N!# >@%q
DLYTR
| Small Value | 0.730% | Low | 3.21% | 97 | |||
LOCK|><?Ys? rj>& M!TH@vW Nx!xG >Qg BbN<& r@Fy jp#<^ $JJt
ZQQNS
| Small Value | 1.200% | Below Average | 11.93% | 3 | |||
LOCK|^b!$#W #cm< N$>?vbJ @T?>! kMN @&y@? G<>C #LDqL P#$^
QQMPCG
| Small Value | 1.950% | Average | 11.09% | 7 |
United States