Small-Cap Funds
Small-cap US equity portfolios often serve as a supplemental holding to mid- and large-cap equity expsoure. The portfolios can be growth-, value-, or blend-oriented and typically focus on the bottom 10% of the capitalization of US stock market.
Name | Morningstar Category | Morningstar Rating for Funds Overall | Total Return 1 Year | Total Return 3 Year | Total Return 5 Year | Medalist Rating Overall | |
|---|---|---|---|---|---|---|---|
| 1290 Essex Small Cap Growth Fund Class A ESCFX | Small Growth | 4.22% | 25.41% | — | |||
| 1290 Essex Small Cap Growth Fund Class I ESCJX | Small Growth | 4.47% | 25.72% | — | |||
| 1290 Essex Small Cap Growth Fund Class R ESCKX | Small Growth | 3.96% | 25.09% | — | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class A TNVAX | Small Value | 18.21% | 16.64% | 7.60% | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class I TNVIX | Small Value | 18.50% | 16.94% | 7.86% | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class R TNVRX | Small Value | 17.91% | 16.35% | 7.33% | |||
| 13D Activist Fund Class A DDDAX | Small Blend | 31.91% | 18.33% | 4.81% | |||
| 13D Activist Fund Class C DDDCX | Small Blend | 30.96% | 17.45% | 4.04% | |||
| 13D Activist Fund Class I DDDIX | Small Blend | 32.23% | 18.63% | 5.08% | |||
| AAM Sawgrass U.S. Small Cap Quality Growth ETF SAWS | Small Growth | — | 5.92% | — | — | ||
| AB Discovery Value Fund Advisor Class ABYSX | Small Value | 20.15% | 16.71% | 5.37% | |||
| AB Discovery Value Fund Class A ABASX | Small Value | 19.88% | 16.42% | 5.11% | |||
| AB Discovery Value Fund Class C ABCSX | Small Value | 19.04% | 15.55% | 4.32% | |||
| AB Discovery Value Fund Class I ABSIX | Small Value | 20.09% | 16.60% | 5.31% | |||
| AB Discovery Value Fund Class Z ABSZX | Small Value | 20.24% | 16.74% | 5.40% | |||
| AB Small Cap Core Portfolio Advisor Class SCRYX | Small Blend | 17.31% | 16.69% | 5.00% | |||
| AB Small Cap Core Portfolio Class Z SCRZX | Small Blend | 17.33% | 16.71% | 5.02% | |||
| AB Small Cap Growth Portfolio Advisor Class QUAYX | Small Growth | 4.45% | 15.53% | −2.88% | |||
| AB Small Cap Growth Portfolio Class A QUASX | Small Growth | 4.18% | 15.25% | −3.12% | |||
| AB Small Cap Growth Portfolio Class C QUACX | Small Growth | 3.41% | 14.38% | −3.85% | |||
| AB Small Cap Growth Portfolio Class I QUAIX | Small Growth | 4.45% | 15.49% | −2.88% | |||
| AB Small Cap Growth Portfolio Class Z QUAZX | Small Growth | 4.56% | 15.61% | −2.79% | |||
| AB Small Cap Value Portfolio Advisor Class SCYVX | Small Value | 22.18% | 16.60% | 3.23% | |||
| AB Small Cap Value Portfolio Class A SCAVX | Small Value | 21.87% | 16.28% | 2.96% | |||
| AB Small Cap Value Portfolio Class C SCCVX | Small Value | 20.96% | 15.41% | 2.22% |
United States