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 | 12.53% | 23.72% | — | |||
| 1290 Essex Small Cap Growth Fund Class I
ESCJX
| Small Growth | 12.81% | 24.03% | — | |||
| 1290 Essex Small Cap Growth Fund Class R
ESCKX
| Small Growth | 12.25% | 23.41% | — | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class A
TNVAX
| Small Value | 13.61% | 14.48% | 8.21% | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class I
TNVIX
| Small Value | 13.89% | 14.77% | 8.48% | |||
| 1290 GAMCO Small/Mid Cap Value Fund Class R
TNVRX
| Small Value | 13.32% | 14.20% | 7.93% | |||
| 13D Activist Fund Class A
DDDAX
| Small Blend | 27.41% | 16.89% | 4.49% | |||
| 13D Activist Fund Class C
DDDCX
| Small Blend | 28.28% | 15.45% | 3.70% | |||
| 13D Activist Fund Class I
DDDIX
| Small Blend | 27.76% | 17.19% | 4.76% | |||
| AAM Sawgrass U.S. Small Cap Quality Growth ETF
SAWS
| Small Growth | — | 8.47% | — | — | ||
| AB Discovery Value Fund Advisor Class
ABYSX
| Small Value | 13.40% | 14.06% | 5.64% | |||
| AB Discovery Value Fund Class A
ABASX
| Small Value | 13.16% | 13.78% | 5.38% | |||
| AB Discovery Value Fund Class C
ABCSX
| Small Value | 12.26% | 12.90% | 4.58% | |||
| AB Discovery Value Fund Class I
ABSIX
| Small Value | 12.56% | 13.15% | 5.41% | |||
| AB Discovery Value Fund Class Z
ABSZX
| Small Value | 12.69% | 13.26% | 5.50% | |||
| AB Small Cap Core Portfolio Advisor Class
SCRYX
| Small Blend | 15.64% | 15.69% | 6.21% | |||
| AB Small Cap Core Portfolio Class Z
SCRZX
| Small Blend | 15.66% | 15.71% | 6.23% | |||
| AB Small Cap Growth Portfolio Advisor Class
QUAYX
| Small Growth | 10.89% | 14.40% | −0.29% | |||
| AB Small Cap Growth Portfolio Class A
QUASX
| Small Growth | 11.08% | 15.15% | −0.28% | |||
| AB Small Cap Growth Portfolio Class C
QUACX
| Small Growth | 9.79% | 13.25% | −1.28% | |||
| AB Small Cap Growth Portfolio Class I
QUAIX
| Small Growth | 10.90% | 14.36% | −0.29% | |||
| AB Small Cap Growth Portfolio Class Z
QUAZX
| Small Growth | 11.01% | 14.47% | −0.20% | |||
| AB Small Cap Value Portfolio Advisor Class
SCYVX
| Small Value | 15.11% | 13.99% | 3.63% | |||
| AB Small Cap Value Portfolio Class A
SCAVX
| Small Value | 14.87% | 13.69% | 3.38% | |||
| AB Small Cap Value Portfolio Class C
SCCVX
| Small Value | 13.96% | 12.82% | 2.63% |
United States