Small-Cap Funds
In a notoriously risky arena, these quality funds have largely kept a lid on volatility.
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|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|
| Applied Finance Explorer Investor
AFDVX
| Small Value | 22.53% | 10.80% | 17.25% | |
| Bridgeway Omni Small-Cap Value N
BOSVX
| Small Value | 19.53% | 10.71% | 14.42% | |
| Brown Capital Mgmt Small Co Inv
BCSIX
| Small Growth | −2.86% | −10.02% | 0.26% | |
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MVMS
| Small Growth | 6.79% | −0.40% | 6.60% | |
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GDJZ
| Small Growth | 13.41% | 5.16% | 14.74% | |
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VXNMJF
| Small Growth | 15.61% | 8.42% | 12.00% | |
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MMFL
| Small Value | 13.69% | 6.56% | — | |
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MSWXP
| Small Value | 13.58% | 6.49% | 11.45% | |
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TWDSY
| Small Blend | 13.29% | 3.23% | 9.56% | |
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VZTBGB
| Small Value | 20.13% | 11.29% | 11.77% | |
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TPYNN
| Small Blend | 23.92% | 11.56% | 14.72% | |
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NGFLWY
| Small Growth | 24.41% | 6.28% | 15.64% | |
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JBWZD
| Small Growth | — | 18.78% | — | — |
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LGWVJ
| Small Growth | — | 18.62% | — | — |
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FSPGX
| Small Growth | 25.50% | 4.79% | 15.77% | |
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KMXJB
| Small Growth | −2.08% | −10.09% | 0.30% | |
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JYXBWS
| Small Growth | 9.01% | 1.55% | 7.46% | |
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JWDKX
| Small Blend | 19.58% | 6.71% | 11.08% | |
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WHXGV
| Small Blend | 19.89% | 7.14% | 12.72% | |
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XLXHS
| Small Growth | 12.42% | 12.06% | 19.46% | |
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FCYXW
| Small Growth | 14.17% | 11.75% | 18.44% | |
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CCMRV
| Small Blend | 12.33% | 2.26% | 9.50% | |
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FKXRCJ
| Small Value | — | 21.36% | — | — |
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SJJCPG
| Small Growth | 19.23% | 5.63% | 10.68% | |
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WFXQV
| Small Blend | 21.75% | 9.07% | 13.26% |