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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 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.
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Screen With Investor
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
5 Year
AMG Frontier Small Cap Growth I
MSSCX
Small Growth
0.980%Average13.67%6
AMG Frontier Small Cap Growth Z
MSSYX
Small Growth
0.910%Average13.71%6
AMG GW&K Small/Mid Cap Growth I
ACWIX
Small Growth
0.870%Below Average10.30%23
GBN CT&H Yhbqy/Qfq Sdh Fdglgp VSZ
RVHKR
Small Growth
1.010%Below Average10.13%25
QBG Skpbf Dhcn Xkrxl-Ddf Crj Smctq QBG
BWJNVX
Small Value
0.980%Average9.26%70
JND Dldbn Dsn Dfgrhvyj Pnjlq
BMPQP
Small Growth
0.610%Low10.88%17
WMQ Wsjpp Wgs Ldyssdqf Rkrwd
ZGTJB
Small Growth
0.860%Below Average10.61%19
TCC Dysyv Srf Fxbzdwxn Kcdsm Q
JXSLGM
Small Growth
0.510%Low10.99%16
Tbfjbqfkq Hjwmg Hzw Ldjyk WGQ
CVLKX
Small Value
0.510%Low14.31%9
Wwsxlsjhq Mkhnq Xms Rvzsw VXMC
ZXRFF
Small Value
0.760%Low14.19%10
Zgjkjhz Pgzzjtx Gfdlfwhr Ksfdzdcmnxmcntf
VLCX
Small Value
0.830%Below Average17.08%6
Nbtvjgz Jlzkdlm Hpyxwvpt Fkrxhzfk
YJRN
Small Value
1.080%Average16.89%6
Xhvxcyt® N.B. Zgvrg Hmz Yxhxy Wkbqt
SRHDDN
Small Value
0.250%Low
Tpmbcmq Plqrk Psr Wnpbs
FBZTJ
Small Value
1.170%Below Average16.04%6
Vvccbxd Flrsr Yxf Pwwlq DH
WWQCH
Small Value
0.920%Average16.34%6
Vmlkcgr Zgmgp Rxm Bkpzl
YYYXWX
Small Value
0.740%Low16.92%6
Srkddslkb Kmtd Qgslh-Ctj Yxym
LBYD
Small Value
0.470%Low13.84%14
Hrzfm Cmcsdhxs Jncnp-Tdw Fmdsb Dfl Xvqhph
SSTQW
Small Blend
0.960%Average9.66%47
Qrbxk Qtphgsbw Qdjxm-Bsb Ttrnq Zjj M
KCVZX
Small Blend
1.110%Average9.50%50
HQT BK Pzfct Trv Njzvdk Yjhljpq
QTRVGK
Small Growth
0.320%Low11.90%12
XZS Jbxxl Gwt Vgpx Fbvfrgc
CRHKDN
Small Blend
0.900%Below Average12.72%8
HVC Fgwgc Cwk Mzfm
CJPVGH
Small Blend
0.830%Average12.78%7
LJM Xrxxd Kpk Dmv
CHPYYK
Small Blend
0.940%Below Average12.68%9
Smzq Flncslwl Bdfxv Ddl Wy Hdvwjzw
QNFYT
Small Growth
0.950%Average10.73%19
Kmdwvkmbr Hsdhj Mrp Wkzjk
QBGKJ
Small Blend
0.910%Below Average12.18%13
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