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.
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower S&P SmallCap 600® Index L | MXNSX | Small Blend | 902.80 Mil | 0.05% | 73 | 73 | 47 | 0.810% | — | No Load | Limited |
| Victory Small Cap Stock | USCAX | Small Blend | 868.33 Mil | 0.17% | 86 | 45 | 59 | 1.060% | $3,000 | No Load | Open |
| ClearBridge Small Cap FI | LGASX | Small Blend | 861.29 Mil | 0.25% | 86 | 95 | 72 | 1.070% | — | No Load | Open |
| Russell Inv US Small Cap Equity M | RUNTX | Small Blend | 854.39 Mil | 0.58% | 56 | 53 | — | 0.880% | — | No Load | Open |
| Russell Inv US Small Cap Equity S | RLESX | Small Blend | 854.39 Mil | 0.49% | 58 | 57 | 58 | 0.980% | — | No Load | Open |
| DWS Small Cap Core S | SSLCX | Small Blend | 782.14 Mil | 0.66% | 20 | 8 | 9 | 0.940% | $2,500 | No Load | Open |
| Column Small Cap Select | CFSSX | Small Blend | 759.33 Mil | — | — | — | — | 0.620% | — | No Load | Open |
| GuideStone Funds Small Cap Equity Inv | GSCZX | Small Blend | 722.67 Mil | 0.45% | 72 | 64 | 70 | 1.210% | $1,000 | No Load | Open |
| Impax Small Cap Investor | PXSCX | Small Blend | 705.27 Mil | — | 79 | 74 | 88 | 1.160% | $1,000 | No Load | Open |
| Bernstein Small Cap Core SCB | SCRSX | Small Blend | 661.12 Mil | 0.42% | 51 | 63 | — | 1.140% | $5,000 | No Load | Open |
| AB Small Cap Core Advisor | SCRYX | Small Blend | 661.12 Mil | 0.64% | 48 | 58 | — | 0.890% | $5,000 | No Load | Open |
| AMG GW&K Small Cap Core N | GWETX | Small Blend | 629.14 Mil | 0.11% | 86 | 54 | 46 | 1.300% | $2,000 | No Load | Open |
| Voya Russell Small Cap Index Port S | IRSSX | Small Blend | 567.60 Mil | 1.46% | 93 | 86 | 74 | 0.700% | — | No Load | Open |
| Schwab Small-Cap Equity | SWSCX | Small Blend | 560.52 Mil | 0.35% | 21 | 58 | 54 | 1.090% | — | No Load | Open |
| Segall Bryant & Hamill Sm Cp Val Ret | SBRVX | Small Blend | 557.58 Mil | 1.19% | 82 | — | — | 1.140% | $2,500 | No Load | Open |
| iShares Russell Small/Mid-Cap Idx Inv A | BSMAX | Small Blend | 550.41 Mil | 1.06% | 68 | 49 | — | 0.370% | $1,000 | No Load | Open |
| Fidelity Series Small Cap Core | FSSLX | Small Blend | 494.54 Mil | 0.99% | — | — | — | — | — | No Load | Open |
| Northern Small Cap Core I | NSGRX | Small Blend | 446.28 Mil | 1.83% | 51 | 53 | 42 | 0.620% | — | No Load | Open |
| Fidelity Advisor Series Small Cap | FSSFX | Small Blend | 443.85 Mil | 0.89% | 24 | 4 | 11 | 0.010% | — | No Load | Open |
| VY® JPMorgan Small Cap Core Equity S | IJSSX | Small Blend | 426.65 Mil | 0.11% | 74 | 71 | 35 | 1.120% | — | No Load | Open |
| Reinhart Genesis PMV Investor | RPMAX | Small Blend | 414.57 Mil | 0.22% | 2 | 7 | — | 1.210% | $5,000 | No Load | Open |
| Reinhart Genesis PMV Advisor | RPMFX | Small Blend | 414.57 Mil | 0.38% | 1 | 5 | — | 0.960% | $5,000 | No Load | Open |
| Goldman Sachs Small Cap Eq Insghts P | GMAPX | Small Blend | 392.09 Mil | 0.71% | 43 | 67 | — | 0.830% | — | No Load | Open |
| Goldman Sachs Small Cap Eq Insghts Inv | GDSTX | Small Blend | 392.09 Mil | 0.64% | 44 | 70 | 35 | 0.950% | — | No Load | Open |
| Goldman Sachs Small Cap Eq Insghts Svc | GCSSX | Small Blend | 392.09 Mil | 0.34% | 48 | 74 | 47 | 1.340% | — | No Load | Open |
| Loomis Sayles Small Cap Value Admin | LSVAX | Small Blend | 389.18 Mil | — | 7 | 37 | 50 | 1.400% | — | No Load | Open |
| Column Small Cap | CFSLX | Small Blend | 384.86 Mil | — | — | — | — | 0.600% | — | No Load | Open |
| MassMutual Small Cap Opps Svc | MSVYX | Small Blend | 384.85 Mil | 0.17% | 38 | 13 | 9 | 0.850% | — | No Load | Open |
| MassMutual Small Cap Opps Adm | MSCLX | Small Blend | 384.85 Mil | 0.14% | 39 | 13 | 11 | 0.950% | — | No Load | Open |
| Loomis Sayles Small Cap Value Retail | LSCRX | Small Blend | 382.47 Mil | — | 6 | 32 | 39 | 1.150% | $2,500 | No Load | Open |
| Fidelity Flex Small Cap Index | FLXSX | Small Blend | 362.17 Mil | 1.42% | 88 | 77 | — | — | — | No Load | Open |
| Hennessy Cornerstone Growth Investor | HFCGX | Small Blend | 342.30 Mil | 0.30% | 1 | 1 | 2 | 1.330% | $2,500 | No Load | Open |
| Mairs & Power Small Cap | MSCFX | Small Blend | 315.38 Mil | 0.19% | 53 | 69 | 52 | 0.920% | $2,500 | No Load | Open |
| SouthernSun Small Cap, N | SSSFX | Small Blend | 306.92 Mil | — | 11 | 6 | 89 | 1.330% | $2,000 | No Load | Open |
| TETON Westwood Mighty Mites AAA | WEMMX | Small Blend | 305.52 Mil | 0.29% | 66 | 83 | 88 | 1.480% | $1,000 | No Load | Open |
| Vulcan Value Partners Small Cap | VVPSX | Small Blend | 305.50 Mil | 0.35% | 100 | 100 | 100 | 1.250% | $5,000 | No Load | Open |
| Royce Micro-Cap Invmt | RYOTX | Small Blend | 294.62 Mil | — | 71 | 18 | 89 | 1.240% | $2,000 | No Load | Open |
| Royce Micro-Cap Svc | RMCFX | Small Blend | 294.62 Mil | — | 75 | 20 | 91 | 1.490% | $2,000 | No Load | Open |
| Voya Small Company Port S | IVPSX | Small Blend | 282.74 Mil | 0.19% | 83 | 88 | 79 | 1.110% | — | No Load | Open |
| Hartford Schroders US Small Cap Opps I | SCUIX | Small Blend | 280.72 Mil | 0.08% | 81 | 81 | 49 | 1.100% | $2,000 | No Load | Open |
| BNY Mellon Opportunistic Small Cap Inv | DSCVX | Small Blend | 264.88 Mil | 0.38% | 97 | 94 | 94 | 1.140% | $2,500 | No Load | Open |
| VOYA VACS Index Series SC Portfolio | VVICX | Small Blend | 261.94 Mil | — | — | — | — | 0.150% | — | No Load | Open |
| Touchstone Small Cap Y | TSFYX | Small Blend | 256.53 Mil | 0.18% | 4 | 17 | 80 | 1.000% | $2,500 | No Load | Open |
| AMG GW&K Small Cap Value N | SKSEX | Small Blend | 244.61 Mil | 0.62% | 25 | 49 | 82 | 1.150% | $2,000 | No Load | Open |
| Homestead Small Company Stock | HSCSX | Small Blend | 240.31 Mil | 0.08% | 47 | 25 | 84 | 1.050% | $500 | No Load | Open |
| Voya Index Plus SmallCap Port S | IPSSX | Small Blend | 228.11 Mil | 0.68% | 32 | 58 | 51 | 0.850% | — | No Load | Open |
| MoA Small Cap Equity Index Fund | MASOX | Small Blend | 197.76 Mil | 1.44% | 59 | 62 | — | 0.150% | $3,000 | No Load | Open |
| Voya Small Company W | VYSGX | Small Blend | 192.31 Mil | 0.25% | 80 | 87 | 80 | 0.930% | $1,000 | No Load | Open |
| Hodges Small Cap Retail | HDPSX | Small Blend | 177.52 Mil | — | 20 | 12 | 62 | 1.400% | $1,000 | No Load | Open |
| T. Rowe Price Small-Cap Index | TRSYX | Small Blend | 160.73 Mil | 1.08% | 91 | 83 | — | 0.290% | $2,500 | No Load | Open |
Small Blend Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.