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
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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
|
Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Century Small Company Inv | ASQIX | Small Blend | 159.18 Mil | 0.44% | 72 | 72 | 85 | 0.860% | $2,500 | No Load | Open |
| Paradigm Micro-Cap | PVIVX | Small Blend | 156.97 Mil | — | 52 | 1 | 2 | 1.260% | $2,500 | No Load | Open |
| Knights of Columbus Small Cap S | KCSSX | Small Blend | 153.42 Mil | 0.74% | 61 | 74 | — | 1.080% | — | No Load | Open |
| WesMark Small Company Fund | WMKSX | Small Blend | 114.48 Mil | 0.27% | 39 | 6 | 35 | 1.230% | $1,000 | No Load | Open |
| AQR Small Cap Multi-Style N | QSMNX | Small Blend | 103.53 Mil | 0.74% | 34 | 21 | 56 | 0.850% | $2,500 | No Load | Open |
| Franklin U.S. Small Cap Equity FI | LGSCX | Small Blend | 96.07 Mil | 0.11% | 36 | 38 | 62 | 1.330% | — | No Load | Open |
| Cambiar Small Cap Inv | CAMSX | Small Blend | 91.20 Mil | 0.63% | 69 | 80 | 97 | 1.050% | $2,500 | No Load | Open |
| GuideMark® Small/Mid Cap Core Service | GMSMX | Small Blend | 89.40 Mil | 0.35% | 49 | 22 | 20 | 1.170% | — | No Load | Open |
| Brown Advisory Sustainable Sml-Cp Cr Inv | BIAYX | Small Blend | 74.73 Mil | < 0.01% | — | — | — | 1.090% | $100 | No Load | Open |
| CRM Small Cap Value Inv | CRMSX | Small Blend | 74.56 Mil | 1.72% | 46 | 93 | 79 | 1.220% | $2,500 | No Load | Open |
| TETON Westwood SmallCap Equity AAA | WESCX | Small Blend | 70.96 Mil | 0.72% | 27 | 23 | 8 | 1.250% | $1,000 | No Load | Open |
| Baird Equity Opportunity Investor | BSVSX | Small Blend | 61.94 Mil | — | 43 | 91 | 98 | 1.500% | $2,500 | No Load | Open |
| Perritt MicroCap Opportunities Investor | PRCGX | Small Blend | 53.45 Mil | — | 42 | 71 | 96 | 1.650% | $1,000 | No Load | Open |
| Shelton S&P Smallcap Index Investor | SMCIX | Small Blend | 51.24 Mil | 0.96% | 64 | 63 | 23 | 0.720% | $1,000 | No Load | Open |
| Paradigm Value | PVFAX | Small Blend | 50.48 Mil | — | 65 | 31 | 12 | 1.500% | $2,500 | No Load | Open |
| MassMutual Small Cap Val Eq Adm | MMQLX | Small Blend | 41.61 Mil | — | 27 | 46 | 55 | 1.460% | — | No Load | Open |
| MassMutual Small Cap Val Eq Svc | MMQYX | Small Blend | 41.61 Mil | — | 27 | 45 | 53 | 1.360% | — | No Load | Open |
| Lazard US Systematic Small Cap Eq Open | LUSOX | Small Blend | 40.81 Mil | 0.12% | — | — | — | 1.180% | $2,500 | No Load | Open |
| BCM FOCUS SMALL/Micro-Cap | BCSMX | Small Blend | 39.72 Mil | — | — | — | — | 1.200% | $10,000 | No Load | Open |
| Lazard US Small Cap Equity Select Open | LZCOX | Small Blend | 39.57 Mil | — | 78 | 88 | 80 | 1.250% | $2,500 | No Load | Open |
| Rydex Russell 2000 H | RYRHX | Small Blend | 33.15 Mil | 0.19% | 95 | 93 | 91 | 1.650% | $2,500 | No Load | Open |
| Zacks Small-Cap Core Inv | ZSCCX | Small Blend | 32.24 Mil | — | 15 | 62 | 38 | 1.390% | $2,500 | No Load | Open |
| Horizon Multi-Factor Small/Mid Cap Adv | HSMBX | Small Blend | 31.52 Mil | 0.20% | — | — | — | 1.240% | $2,500 | No Load | Open |
| Horizon Multi-Factor Small/Mid Cap Inv | HSMNX | Small Blend | 31.52 Mil | 0.22% | — | — | — | 1.090% | $2,500 | No Load | Open |
| Sit Small Cap Dividend Growth S | SDFSX | Small Blend | 28.47 Mil | 0.83% | 31 | 23 | — | 1.240% | $5,000 | No Load | Open |
| Mesirow Small Company Investor | MSVVX | Small Blend | 28.43 Mil | 0.52% | 12 | 23 | — | 1.230% | $5,000 | No Load | Open |
| Perritt Ultra MicroCap | PREOX | Small Blend | 11.21 Mil | — | 88 | 87 | 99 | 3.040% | $1,000 | No Load | Open |
| ProFunds Small Cap Inv | SLPIX | Small Blend | 3.27 Mil | — | 97 | 95 | 94 | 1.780% | $15,000 | No Load | Open |
| Glenmede Quant US Small Cap Equity | GQSCX | Small Blend | 1.86 Mil | 0.55% | 3 | 5 | — | 0.850% | — | 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.