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Small Blend Funds

Small-blend funds invest in stocks of small companies where neither growth nor value characteristics predominate. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap.

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Vanguard Small Cap Index InvNAESXSmall Blend145.28 Bil1.31%4244160.170%$3,000No LoadLimited
Fidelity Small Cap IndexFSSNXSmall Blend26.78 Bil1.36%8777550.025%No LoadOpen
T. Rowe Price Small-Cap Value AdvPASVXSmall Blend10.35 Bil0.22%7279711.170%$2,500No LoadOpen
T. Rowe Price Small-Cap ValuePRSVXSmall Blend10.35 Bil0.59%6673630.820%$2,500No LoadOpen
Strategic Advisers Small-Mid CapFSCFXSmall Blend10.12 Bil0.82%5034240.430%No LoadOpen
FullerThaler Behavioral Sm-Cp Eq InvFTHNXSmall Blend8.95 Bil0.68%2211.050%$1,000No LoadLimited
Schwab Small Cap IndexSWSSXSmall Blend5.71 Bil1.42%8878590.040%No LoadOpen
TIAA-CREF Small-Cap Blend Idx AdvisorTRHBXSmall Blend3.32 Bil1.54%89800.210%No LoadOpen
Columbia Small Cap Index ANMSAXSmall Blend3.12 Bil1.18%7068340.450%$2,000No LoadOpen
TIAA-CREF Quant Small-Cap Equity AdvisorTSCHXSmall Blend3.06 Bil0.91%33360.500%No LoadOpen
TIAA-CREF Quant Small-Cap Equity WTSCWXSmall Blend3.06 Bil1.36%2526No LoadOpen
TIAA-CREF Quant Small-Cap Equity PremierTSRPXSmall Blend3.06 Bil0.81%3438120.570%No LoadOpen
TIAA-CREF Quant Small-Cap Equity RetailTCSEXSmall Blend3.06 Bil0.77%3139140.720%$2,500No LoadOpen
Fidelity Stock Selector Small CapFDSCXSmall Blend3.05 Bil0.21%18540.920%No LoadOpen
Thrivent Small Cap Stock STSCSXSmall Blend2.97 Bil0.43%26720.810%$2,000No LoadOpen
Fidelity Small Cap DiscoveryFSCRXSmall Blend2.83 Bil0.10%814301.030%No LoadOpen
iShares Russell 2000 Small-Cap Idx Inv AMDSKXSmall Blend2.68 Bil1.22%9182680.370%$1,000No LoadOpen
Harbor Small Cap Value AdminHSVRXSmall Blend2.40 Bil0.17%5247161.130%$50,000No LoadLimited
Harbor Small Cap Value InvestorHISVXSmall Blend2.40 Bil0.33%5349211.240%$2,500No LoadLimited
Royce Pennsylvania Mutual InvmtPENNXSmall Blend1.89 Bil0.35%1715230.960%$2,000No LoadOpen
Royce Pennsylvania Mutual SvcRYPFXSmall Blend1.86 Bil0.11%2023381.270%$2,000No LoadOpen
Schwab Fundamental US Small Company IdxSFSNXSmall Blend1.85 Bil1.33%2335220.250%No LoadOpen
Gabelli Small Cap Growth AAAGABSXSmall Blend1.76 Bil0.16%410181.390%$1,000No LoadOpen
Mercer US Small/Mid Cap Equity Y3MSCGXSmall Blend1.72 Bil0.89%2720180.480%No LoadOpen
Fidelity ZERO Extended Market IndexFZIPXSmall Blend1.65 Bil1.33%4441No LoadOpen
Vanguard Strategic Small-Cap Equity InvVSTCXSmall Blend1.61 Bil1.07%51090.260%$3,000No LoadOpen
Russell Inv Tax-Managed US Mid&Sm Cap SRTSSXSmall Blend1.57 Bil0.10%6064691.200%No LoadOpen
Russell Inv Tax-Managed US Mid&Sm Cap MRTOUXSmall Blend1.57 Bil0.18%57631.100%No LoadOpen
Wasatch Small Cap ValueWMCVXSmall Blend1.49 Bil202171.170%$2,000No LoadOpen
Royce Premier InvmtRYPRXSmall Blend1.43 Bil0.05%3638311.180%$2,000No LoadOpen
Royce Premier ServiceRPFFXSmall Blend1.43 Bil3646451.490%$2,000No LoadOpen
Brown Advisory Small-Cap Fdmtl Val AdvBAUAXSmall Blend1.32 Bil0.34%1574741.360%$100No LoadOpen
Brown Advisory Small-Cap Fdmtl Val InvBIAUXSmall Blend1.32 Bil0.51%1470681.110%$100No LoadOpen
Fidelity Series Small Cap DiscoveryFJACXSmall Blend1.32 Bil0.99%568No LoadOpen
Goldman Sachs Small Cap Value PGSYPXSmall Blend1.29 Bil0.84%69890.990%No LoadOpen
Goldman Sachs Small Cap Value SvcGSSSXSmall Blend1.29 Bil0.52%7692901.500%No LoadOpen
Goldman Sachs Small Cap Value InvGSQTXSmall Blend1.29 Bil0.96%6990861.000%No LoadOpen
TIAA-CREF Quant Sm/Md-Cp Eq RetailTSMEXSmall Blend1.28 Bil0.64%1250.790%$2,500No LoadOpen
TIAA-CREF Quant Sm/Md-Cp Eq PremierTSMMXSmall Blend1.28 Bil0.75%940.640%No LoadOpen
TIAA-CREF Quant Sm/Md-Cp Eq AdvisorTSMNXSmall Blend1.28 Bil0.82%1040.590%No LoadOpen
TIAA-CREF Quant Sm/Md-Cp Eq WTSMUXSmall Blend1.28 Bil1.32%53No LoadOpen
Fidelity Small Cap StockFSLCXSmall Blend1.21 Bil0.02%7673520.780%No LoadOpen
Glenmede Small Cap Equity AdvGTCSXSmall Blend1.21 Bil0.52%1214290.950%No LoadOpen
Northern Small Cap IndexNSIDXSmall Blend1.11 Bil1.49%9082650.100%$2,500No LoadOpen
BNY Mellon Small Cap Stock Index InvDISSXSmall Blend1.09 Bil1.30%7169360.500%$2,500No LoadOpen
Vanguard Explorer Value InvVEVFXSmall Blend1.04 Bil1.61%3148530.490%$3,000No LoadOpen
Touchstone Small Company YSIGWXSmall Blend1.02 Bil353160.900%$2,500No LoadOpen
VALIC Company I Small Cap IndexVCSLXSmall Blend994.58 Mil1.24%9284690.400%No LoadOpen
Davenport Small Cap FocusDSCPXSmall Blend960.05 Mil0.58%610.910%$5,000No LoadOpen
ClearBridge Small Cap FILGASXSmall Blend873.08 Mil0.25%8795711.070%No LoadOpen

Small Blend Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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