Advertisement
Skip to Content

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 %
0.870%
0.473%
71%
78%
1.300%
0.000%
39%
26%
20%
1.150%
0.525%
55%
77%
60%
0.600%
0.801%
26%
57%
1.500%
0.000%
37%
56%
0.900%
0.000%
86%
84%
82%
0.900%
0.000%
54%
60%
1.250%
0.000%
83%
95%
94%
1.170%
0.393%
92%
92%
80%
1.190%
0.000%
63%
21%
9%
1.100%
0.023%
49%
34%
93%
1.000%
0.829%
95%
96%
1.850%
0.000%
99%
91%
84%
0.200%
1.236%
47%
38%
10%
0.410%
0.960%
17%
30%
18%
0.270%
1.013%
15%
32%
21%
0.950%
0.306%
2%
5%
3%
1.140%
0.130%
77%
73%
58%
0.810%
0.450%
35%
27%
7%
0.025%
1.146%
79%
68%
52%
0.900%
0.000%
90%
76%
79%
1.390%
0.011%
17%
51%
48%
0.660%
0.870%
0.287%
48%
54%
14%
1.360%
0.000%
3%
19%
49%
0.900%
0.107%
69%
83%
74%
0.680%
0.567%
19%
9%
1.220%
0.000%
26%
45%
83%
1.270%
0.000%
65%
29%
18%
0.810%
0.512%
29%
48%
35%
1.100%
0.000%
71%
67%
84%
0.970%
2.132%
92%
98%
94%
0.950%
0.158%
44%
29%
27%
1.200%
0.356%
24%
16%
14%
0.980%
0.150%
8%
0.260%
1.108%
80%
74%
61%
1.070%
0.000%
100%
100%
100%
1.300%
0.238%
46%
77%
0.150%
1.074%
82%
76%
64%
0.990%
0.369%
40%
17%
38%

Sponsor Center