Skip to Content
Morningstar
Get 14 Days Free

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.

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
1290 GAMCO Small/Mid Cap Value Fund
1.000
0.421
73
56
—
AB Small Cap Core Portfolio
0.870
0.458
52
70
—
AMG GW&K Small Cap Value Fd
1.160
0.191
87
91
68
AMG Managers Silvercrest Small Cap Fund
1.150
0.173
87
78
—
AMG River Road Small Cap Value Fund
1.370
0.000
45
33
64
AMG River Road Small-Mid Cap Value Fund
1.320
0.000
32
14
43
AMG SouthernSun Small Cap Fund
1.260
0.000
66
55
78
AQR Small Cap Multi-Style Fund
0.600
1.567
49
56
—
AQR TM Small Cap Multi-Style Fund
0.550
0.617
57
67
—
Acuitas US Microcap Fund
1.500
0.000
52
59
—
American Beacon Zebra Small Cap Eq Fund
0.890
0.767
60
47
40
American Century Small Company Fund
0.870
0.457
57
73
58
Ancora/Thelen Small-Mid Cap Fund
1.290
0.254
48
40
—
Aperture Discover Equity Fund
2.300
0.000
—
—
—
Argent Small Cap Fund
0.850
0.632
—
—
—
Auer Growth Fund
2.330
0.000
99
99
100
BNY Mellon Opportunistic Small Cap Fund
1.130
0.183
70
44
59
BNY Mellon Select Managers Sm Cp Val Fd
0.990
0.418
36
38
54
BNY Mellon Sm Cp Val Fd
1.070
0.678
58
51
60
BNY Mellon Smallcap Stock Index Fund
0.500
0.751
42
31
12
Baird Small/Mid Cap Value Fund
0.850
0.697
95
97
—
Baird SmallCap Value Fund
0.950
0.149
93
95
—
Bernzott US Small Cap Value Fund
0.950
0.000
11
3
—
BlackRock Advantage Small Cap Core Fund
0.500
0.509
3
3
—
Bogle Investment Management Sm Cp Gr Fd
1.250
0.179
30
27
13
Boston Trust Walden Small Cap Fund
1.000
0.453
21
19
53
Brown Advisory Small-Cap Fundamental Val
1.390
0.424
94
94
72
CRM Small Cap Value Fund
1.170
0.413
92
86
95
Calvert Small-Cap Fund
1.210
0.000
12
18
11
Cambiar Small Cap Fund
1.100
0.306
41
81
95
Cardinal Small Cap Value Fund
1.000
0.424
92
94
—
ClearBridge Small Cap Fund
1.940
0.000
56
41
86
Columbia Select Small Cap Value Fund
1.280
0.015
78
90
87
Columbia Small Cap Index Fund
0.200
0.903
38
26
9
Cove Street Capital Small Cap Value Fund
1.190
1.095
96
100
94
Crawford Small Cap Dividend Fund
0.990
1.036
70
44
—
Crossmark Steward Sm-Md Cp Enh Idx Fd
0.820
0.711
66
55
47
DFA Tax Managed US Small Cap Portfolio
0.430
0.781
67
60
40
DFA US Micro Cap Portfolio
0.440
0.750
75
66
46
DFA US Small Cap Portfolio
0.330
0.951
65
61
41
DGHM MicroCap Value Fund
1.190
1.204
96
—
—
DWS Small Cap Core Fund
1.010
0.301
56
47
32
Davenport Small Cap Focus Fund
0.970
0.978
2
1
—
Delaware Small Cap Core Fund
0.850
0.179
27
25
5
FAM Small Cap Fund
1.260
0.000
31
55
—
Federated Hermes MDT Small Cap Core Fund
0.890
0.397
49
5
2
Fidelity Advisor® Series Small Cap Fund
0.000
0.788
16
43
—
Fidelity Advisor® Small Cap Fund
0.960
0.000
25
61
69
Fidelity® Flex Small Cap Fund
0.000
0.568
1
—
—
Fidelity® Flex Small Cap Index Fd
0.000
0.952
14
—
—
Fidelity® Series Small Cap Discovery Fd
0.000
0.872
38
60
—
Fidelity® Series Small Cap Opps Fd
0.000
0.767
5
22
35
Fidelity® Small Cap Discovery Fund
0.610
0.352
65
79
45
Fidelity® Small Cap Enhanced Index Fund
0.640
0.526
28
43
23
Fidelity® Small Cap Index Fund
0.025
0.840
13
8
—
Fidelity® Small Cap Stock Fund
0.910
0.000
25
46
84
Fidelity® Small Cap Stock K6 Fund
0.600
0.253
23
—
—
Fidelity® Stock Selector Small Cap Fund
1.020
0.000
2
9
21
First Trust/Confluence Small Cap Val Fd
1.350
0.000
75
56
—
Fisher IIG US Sm Cap Eq Fd
0.750
—
—
—
—
Fuller & Thaler Behavioral Mcr-Cp Eq Fd
1.450
0.297
—
—
—
Fuller & Thaler Behavioral Sm-Cp Eq Fd
0.700
0.379
45
8
—
Gabelli Small Cap Growth Fund
1.440
0.000
66
57
58
Glenmede Quant US Small Cap Equity Port
0.850
0.452
68
—
—
Glenmede Small Cap Equity Portfolio
0.940
0.124
64
62
29
Goldman Sachs Small Cap Eq Insghts Fd
0.840
0.451
48
45
40
Goldman Sachs Small Cap Value Fund
1.280
0.170
87
84
72
Great Lakes Small Cap Opportunity Fd
0.890
0.799
79
76
79
Great-West S&P Small Cap 600® Index Fund
0.560
1.051
42
30
18
Great-West Small Cap Value Fund
1.090
0.000
86
83
82
GuideMark® Small/Mid Cap Core Fund
1.510
0.114
10
18
27
GuideStone Funds Small Cap Equity Fund
0.990
0.006
20
29
29
Hancock Horizon Burkenroad Small Cap Fd
1.250
0.156
89
90
70
Hancock Horizon Microcap Fund
1.300
0.000
100
100
—
Harbor Small Cap Value Fund
0.880
0.401
46
16
9
Hartford Schroders US Small Cap Opps Fd
1.140
0.046
28
33
38
Hennessy Cornerstone Growth Fund
1.340
0.000
79
92
59
Highland Small Cap Equity Fund
1.190
1.305
100
100
99
Hodges Small Cap Fund
1.310
0.000
73
88
53
Hodges Small Intrinsic Value Fund
1.290
0.000
88
94
—
Homestead Small Company Stock Fund
1.050
< 0.001
83
87
66
ICM Small Company Portfolio
0.930
0.213
80
50
62
Invesco MainStrt SmCp fd
0.770
0.409
10
17
—
Invesco Select Companies Fund
1.280
0.000
79
52
81
Invesco Small Cap Equity Fund
1.310
0.000
10
36
53
Ivy ProShares Russell 2000 DivGrwrsIdxFd
0.650
1.862
83
—
—
Ivy Small Cap Core Fund
1.380
0.000
60
36
77
JPMorgan Market Expansion Enh Idx Fd
0.350
0.932
58
49
25
JPMorgan Small Cap Core Fund
0.800
0.842
34
33
17
JPMorgan Small Cap Equity Fund
1.270
0.104
9
4
1
JPMorgan US Small Company Fund
0.810
0.495
29
46
20
Knights of Columbus Small Cap Fund
1.050
0.000
58
66
—
Lazard US Small-Mid Cap Equity Portfolio
0.920
0.115
55
65
67
Loomis Sayles Small Cap Value Fund
0.900
0.412
88
84
78
MFS Blended Research Small Cap Eq Fd
0.700
0.649
48
46
—
MM Russell 2000® Small Cap Index Fund
0.230
0.950
15
13
—
Madison Small Cap Fund
1.090
0.000
12
34
51
MainStay MacKay Small Cap Core Fund
1.000
0.000
85
88
86
Mairs & Power Small Cap Fund
1.050
0.518
46
42
—
MassMutual Premier Small Cap Opps Fd
1.240
0.296
15
23
9

Sponsor Center