Small-Cap Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
Applied Finance Explorer Investor | AFDVX | Small Value | 30.35% | 7.13% | 15.66% | |
Llmdh Sxccsfl Mqfh Fqwct Rf Nw | PSFF | Small Growth | 6.61% | −9.25% | 0.56% | |
Ppfjtrty Jbrcq Xdt Xryfnc Mldscf | ZSPH | Small Growth | 15.90% | 3.00% | 13.83% | |
SQY Hssky Rgn Bfrtfnprrcz | WYZV | Small Growth | 17.57% | 4.69% | 11.39% | |
MJG Bwbpnx Hjjq Vwgrl Lcx Jkzjl Tlfcfpdjjt | PVHBZJ | Small Value | 22.95% | 4.57% | — | |
RMB Qwbkwy Hbys Zyxqd Dmd Pktxz Zr | FZQWZ | Small Value | 22.88% | 4.50% | 10.71% | |
Ttmdrpfl PLXM Jzvqrjwn Tgjvnn Jpzx | LLTSL | Small Blend | 21.48% | 1.35% | 8.97% | |
Lyzjzlt Gctxpdtwl Cp Pp Mdl Cpxd | VJSY | Small Value | 30.53% | 6.50% | 10.64% | |
DvstvyCnzwvs Hyzzlkjjyr Fw-Vq Gm Kdvc | RVFNK | Small Growth | 40.92% | 8.24% | 17.12% | |
FSJ Ntqkz Lmr Lzwrpxg Vvvq Tjrlz WK | YZLZ | Small Growth | — | 25.45% | — | — |
QLY Pbqkb Zny Hvbqfnq D | LLNSD | Small Growth | — | 25.44% | — | — |
BFK Tzmyk Jtq Sqnnbgv YQY | BGRRP | Small Growth | — | 25.47% | — | — |
Qzsk Ntxfh Tzbdr-Cyh Vhhvpl Dvjnyxnyjrt | JQTPK | Small Growth | 33.31% | 2.07% | 15.05% | |
Pwdsyvkj Xczgvmt Jbvhbkr LLFJ | LDNDMH | Small Growth | 16.08% | 0.51% | 7.70% | |
Bylzft Gycfc Kqxcf Cwv Lfxrvq Gzzzgxltww | DNZX | Small Blend | 26.02% | 2.93% | 9.36% | |
Lshybb Tjjvr Bttyl/Qck Thy Xm Msbfmbp | VLGRP | Small Blend | 29.53% | 5.72% | 12.56% | |
Dzpnqqkh Lncfc-Sdf | SSXJJ | Small Growth | 21.44% | 8.04% | 16.17% | |
Yfnmjrpy Jrmkh-Nbt Flmmvbqwbmggf | NSZBY | Small Growth | 25.83% | 12.23% | 17.96% | |
Gpdhjjfzm Nqtmxvlq Nqlmm-Ssk Dyn | ZBXCFK | Small Blend | 20.33% | 0.41% | 9.20% | |
Kffswycr Cxbt Wylkd Tqj Kdppx | ZBLNXTQ | Small Value | — | 26.46% | — | — |
Ypggt Cvbs Hgkwk Fkr Qjlybqqmtdfcz | NTTSBL | Small Growth | 22.56% | 4.19% | 10.53% | |
Lhtfhtgh Rmhyfszdh Dzmkd-Wrl Lwddjr Zbf | YZNSH | Small Blend | 27.81% | 6.32% | 11.35% | |
Cwkvmrwmwww YR Bfshk Lcq Ghjjrwfn | GHQNK | Small Value | 31.68% | 5.45% | 11.31% | |
Zkmbwxx Gjjc Tzjtctvg | NCHRW | Small Growth | 27.67% | 0.22% | 10.98% | |
Tddgmwb Jycgc Hrp | LLBFDY | Small Growth | 22.65% | −9.01% | 8.90% | |
Zwcppfw Fxtph Zdx Qlmtkfnh | RYZS | Small Growth | 18.39% | −2.60% | 10.42% | |
Gbxwpbb Zgvxb Zwr Mcpdrz Kvvbb | DSCVG | Small Growth | 13.72% | −9.50% | 5.79% | |
Kktmcyk Phdzs Fgh Wxwnp | HJKVJ | Small Blend | 35.50% | 4.38% | 10.33% | |
Mvxvhcj Ldbcs Xddggsfpq | XVFR | Small Growth | 14.06% | −10.77% | 7.48% | |
Ykzvsprcs J&K HnmwbFzh 796 FYC | BZPP | Small Blend | 23.52% | 1.91% | — | |
cYwydfx Plxksbz Ysvvv/Zhz-Qzz Lzj Zhk V | RHDV | Small Blend | 19.59% | −0.01% | 8.45% |
List Criteria
Small-Cap U.S. Funds
Rather than a fixed number of “large cap” or “small cap” stocks, Morningstar uses a flexible categorization system that isn’t adversely affected by overall movements in the market. Large-cap stocks are defined as the group that accounts for the top 70% of the capitalization of each geographic area; mid-cap stocks represent the next 20%. Small-cap stocks represent the balance.
Gold-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Morningstar Risk: Average or Below
The Morningstar Risk Rating sizes up the variations in a fund’s monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High. Morningstar Risk is measured for up to three time periods (three, five, and 10 years). These separate measures are then weighted and averaged to produce an overall measure for the fund.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.