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 | 4.00% | 23.78% | — | |||
| 1290 Essex Small Cap Growth Fund Class I
ESCJX
| Small Growth | 4.26% | 24.08% | — | |||
| 1290 Essex Small Cap Growth Fund Class R
ESCKX
| Small Growth | 3.74% | 23.46% | — | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class A
TNVAX
| Small Value | 15.57% | 16.42% | 7.85% | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class I
TNVIX
| Small Value | 15.86% | 16.71% | 8.12% | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class R
TNVRX
| Small Value | 15.28% | 16.12% | 7.58% | |||
| 13D Activist Fund Class A
DDDAX
| Small Blend | 29.96% | 18.97% | 4.46% | |||
| 13D Activist Fund Class C
DDDCX
| Small Blend | 29.03% | 18.08% | 3.68% | |||
| 13D Activist Fund Class I
DDDIX
| Small Blend | 30.29% | 19.25% | 4.72% | |||
| AAM Sawgrass U.S. Small Cap Quality Growth ETF
SAWS
| Small Growth | — | 4.87% | — | — | ||
| AB Discovery Value Fund Advisor Class
ABYSX
| Small Value | 17.95% | 16.36% | 5.72% | |||
| AB Discovery Value Fund Class A
ABASX
| Small Value | 17.69% | 16.07% | 5.46% | |||
| AB Discovery Value Fund Class C
ABCSX
| Small Value | 16.79% | 15.20% | 4.66% | |||
| AB Discovery Value Fund Class I
ABSIX
| Small Value | 17.86% | 16.26% | 5.65% | |||
| AB Discovery Value Fund Class Z
ABSZX
| Small Value | 17.96% | 16.36% | 5.74% | |||
| AB Small Cap Core Portfolio Advisor Class
SCRYX
| Small Blend | 16.28% | 17.47% | 5.70% | |||
| AB Small Cap Core Portfolio Class Z
SCRZX
| Small Blend | 16.21% | 17.42% | 5.70% | |||
| AB Small Cap Growth Portfolio Advisor Class
QUAYX
| Small Growth | 4.90% | 15.13% | −2.08% | |||
| AB Small Cap Growth Portfolio Class A
QUASX
| Small Growth | 4.64% | 14.84% | −2.32% | |||
| AB Small Cap Growth Portfolio Class C
QUACX
| Small Growth | 3.85% | 13.97% | −3.06% | |||
| AB Small Cap Growth Portfolio Class I
QUAIX
| Small Growth | 4.89% | 15.09% | −2.08% | |||
| AB Small Cap Growth Portfolio Class Z
QUAZX
| Small Growth | 4.99% | 15.20% | −1.99% | |||
| AB Small Cap Value Portfolio Advisor Class
SCYVX
| Small Value | 19.63% | 16.51% | 3.80% | |||
| AB Small Cap Value Portfolio Class A
SCAVX
| Small Value | 19.37% | 16.25% | 3.55% | |||
| AB Small Cap Value Portfolio Class C
SCCVX
| Small Value | 18.52% | 15.37% | 2.81% |
United States