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 | 10.62% | 8 | |||
| Allspring Disciplined Small Cap Fund Class R6
WSCJX
| Small Blend | 0.500% | Low | 10.96% | 6 | |||
| Allspring Disciplined Small Cap Fund Institutional Class
WSCOX
| Small Blend | 0.600% | Low | 10.86% | 7 | |||
LOCK|d ^&GX> #hs ^w<%G-&^!<b ^m?^ >b?#R <r
LZJZM
| Small Blend | 0.660% | Low | 11.30% | 5 | |||
LOCK|C s#^XC K$B RbS<#-NH&t% $hR@ m#Q>< v>
JQYLZK
| Small Blend | 0.920% | Below Average | 11.03% | 6 | |||
LOCK|> h?%%m v&? @^^^&-#d#Y^ >w^M RW!pP k#
SNYGR
| Small Blend | 0.520% | Low | 11.41% | 5 | |||
LOCK|Yswhw® ^.S. !x^cv w@w YcSM# yns# !^$pbDtYSSBdD Dk%>%
ZRXYBM
| Small Value | 0.250% | Low | 11.52% | 7 | |||
LOCK|Y%khrH$ NSXvPL&V> <ws$L l^h Vd>@s? ^Df? zr>%N M$!
NZWPM
| Small Growth | 0.460% | Low | 6.20% | 18 | |||
LOCK|r%g&?<^ Nb?W?<g>X t<H&^ BM! #hNF## DQ!! jkBL& jfV
KBHJZ
| Small Growth | 1.010% | Low | 5.63% | 21 | |||
LOCK|#dNLB%Q r>f$<wp#b %Ck&Y $>S J&D#f# rp?g <??FC#m?%P@X> ^QLJ<z
JDTBB
| Small Growth | 0.510% | Low | 6.16% | 19 | |||
LOCK|#%yGM?F M%N!zP^p< sNLK& %b$ zkvYFP ?wgs %PzZ$mHd r >&PJZmF
SSHWLC
| Small Growth | 0.760% | Low | 5.89% | 20 | |||
LOCK|znRFg#r MrS>n#<!m @Wj^ K%^ <Ksm, <?b.Y#J@z c
KGXNYV
| Small Blend | 0.430% | Low | 8.88% | 17 | |||
LOCK|KN@Rr$k cy?#lY>T? >y&d N$$ ?G&$, M^>.lm&jj @GX&
FXNQSG
| Small Blend | 0.980% | Low | 8.30% | 23 | |||
LOCK|J%YXmV% #P%wR?%!T fJ<t %^Z #^hq, V$x.Lrxc##%?%WtSs Kn?M^Pxd!
HXHBNG
| Small Blend | 0.480% | Low | 8.84% | 18 | |||
LOCK|!NXWDYv #fY@s>P<H Q%H? ?B> %?%l, F&%.#<#?&NyX g ^s!&kn
XJXFW
| Small Blend | 0.730% | Low | 8.56% | 20 | |||
LOCK|x#tL@ bJ%x? cKv pmSf? j!N! PJ?#% x!b$
GKBYML
| Small Value | 1.160% | Below Average | 14.87% | 2 | |||
LOCK|STW@? ^C$mG $Wd <c>>q @N<z <$!#W &n
CJCPVF
| Small Value | 0.910% | Average | 15.14% | 2 | |||
LOCK|sL&^D >Fbhs m&D w%X^! TkN! Y>Rdf xf
PQZKP
| Small Value | 0.730% | Below Average | 15.34% | 1 | |||
LOCK|^&&R?cC jpvY >?@xx-?Lz f>^%% x?Sn Gqvrd ZDS
XZCLFK
| Small Value | 0.470% | Low | 10.28% | 15 | |||
LOCK|@xmKQB @@@Hj>$!@ n?h?C C<k lpf@>& %L<!V $!nZ
QHZTJY
| Small Growth | 0.950% | Average | 9.81% | 6 | |||
LOCK|<#D?$ &bcb ^@dN$ @vW JlLv NYStW HG
JLVTFW
| Small Value | 0.870% | Below Average | 11.47% | 7 | |||
LOCK|<&y@># D$hcG $<J >^fd?@ bb?m CXF&xjtC$@JcK $xgXW?#g
CZMWF
| Small Growth | 0.690% | Low | 5.78% | 21 | |||
LOCK|%<zY#Q v&<C< b?h rj?#%K p%$f $XD!vF$? b?>j>R%
JJHTS
| Small Growth | 0.930% | Below Average | 5.53% | 23 | |||
LOCK| N@#>ZpJC& d&GgN-d%Pr@ %#pnMJt $blv#? ?>%fp
SXGSZ
| Small Value | 0.730% | Low | 4.08% | 96 | |||
LOCK|k@lBy< N#p% $%s!#%? w>ryK LXW !P%@L KP%$ <p@j$ #PW
JBZRQ
| Small Value | 1.200% | Below Average | 11.88% | 5 |
United States