The Best Small-Cap Funds
These small-company-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Gold.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | 11,475.98 |
39.48
|
0.35%
| |
| U.S. Mid Cap | 14,857.21 |
1.73
|
0.01%
| |
| U.S. Small Cap | 13,331.58 |
6.94
|
−0.05%
| |
| U.S. Sustainability | 3,093.48 |
17.75
|
0.58%
| |
| Women's Empowerment | 1,710.18 |
6.31
|
0.37%
| |
| Societal Development | 1,405.86 |
15.33
|
1.10%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Apple |
2.66
|
1.61%
|
| Ford Motor Company |
0.75
|
3.92%
|
| Lucid Group |
0.85
|
1.61%
|
| American Airlines Group |
1.20
|
−6.76%
|
| Carnival Corp |
0.79
|
−4.48%
|
| AT&T |
0.34
|
−1.49%
|
| Advanced Micro Devices |
5.46
|
−3.45%
|
| NIO |
0.32
|
0.82%
|
| Pfizer |
0.58
|
1.08%
|
| Bank of America Corp |
0.15
|
0.34%
|
News
- EURO STOXX 50 Index Ends 2.86% Higher at 4179.15 — Data Talk | Dow Jones
- FTSE 100 Index Ends 1.55% Higher at 7168.68 — Data Talk | Dow Jones
- CAC 40 Index Ends 2.39% Higher at 6881.87 — Data Talk | Dow Jones
- DAX Ends 2.47% Higher at 15472.67 — Data Talk | Dow Jones
- STOXX Europe 600 Index Ends 1.71% Higher at 470.86 — Data Talk | Dow Jones
- STOXX Europe 50 Index Ends 2.03% Higher at 3666.37 — Data Talk | Dow Jones
- Toronto Stocks Rally; National Bank of Canada Shares Fall on 4Q Miss | Dow Jones
- FTSE Closes Up on Comments Suggesting New Covid-19 Variant Is Less Severe Than First Seen | Dow Jones
- Vertex Pharmaceuticals Up Over 7%, Best Performer in The S&P 500 and Nasdaq 100 So Far Today — Data Talk | Dow Jones
- CTI BioPharma Shares Slide as FDA Extends Pacritinib Review | Dow Jones
Features
We're Still Bullish on U.S. GDP Growth
The third quarter served as a reminder that the economic recovery is far from over.
IN THE NEWS
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Christine Benz discusses how two types of investors can approach this period.
Salesforce Goes on Autopilot After Impressive Q3
We see shares as attractive and remain more constructive than ever on the company's long-term margin potential.
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What does this mean for leading vaccine makers Pfizer, BioNTech, and Moderna?
2021 Fund Flows Winners and Losers
Some asset managers did a better job than others attracting new investors this year.
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What’s the Cost of Buying Good ESG Companies?
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CHARITABLE CONTRIBUTIONS
Giving in 2021
Whether you can give a little, or a lot, to charity, you can maximize both your donation and your tax write-off.
Pros and Cons of Donor-Advised Funds
Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.
Your Guide to Open Enrollment: 2022 Edition
Our tips for those signing up for employer-provided benefits.
Capital Gains Roundup: 2021 Edition
Strong performance and outflows generate some big taxable distributions.
Why Did a Star Manager Take His Boutique Fund Firm Public?
After stunning growth and a successful IPO, what’s next for Rajiv Jain’s GQG Partners?
Christine Benz
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John Rekenthaler
Will Cryptocurrency Protect Against Inflation?
Susan Dziubinski
Your Inflation Tool Kit
Russel Kinnel
5 Things Investors Can Be Thankful For
Amy C. Arnott
When Bad Taxes Happen to Good Funds
Ben Johnson
What the Best Index Funds Have in Common
Samantha Lamas
Are You Caught in a Scarcity Trap?
Why Exxon's Oil and Gas Focus Makes Sense
The strategy won't win praise from environmentally oriented investors, but Morningstar's analyst thinks it'll likely be more successful--and less risky.
2 Cybersecurity Stocks Well-Positioned Amid Increased Ransomware Attacks
These stocks can be on investors’ watchlists as organizations spend more IT security dollars.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
3 Lessons I Learned From ARK Innovation ETF
ARK Invest’s flagship offering might not be for me--and that’s okay.
Giving in 2021
Whether you can give a little, or a lot, to charity, you can maximize both your donation and your tax write-off.
Which Charities Deserve Your Dollars?
Charitable giving offers valuable tax breaks, but it's also worth checking up on a charity's effectiveness.
Morningstar's Money Guide for New Graduates
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Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Supply Chains Snap Under Pressure
Despite the massive disruption, we still see opportunities across some affected sectors.
COVID-19 Vaccine Booster Plans Match Our Expectations
We don’t expect any changes to our fair value estimates or moat ratings for the mRNA manufacturers.
Financial Security of American Households During the Pandemic
How different groups’ household finances fared--and what we can do to improve.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
2021 Fund Flows Winners and Losers
Some asset managers did a better job than others attracting new investors this year.
The Best Small-Cap Funds
These small-company-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Gold.
Pros and Cons of Donor-Advised Funds
Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.
Why Did a Star Manager Take His Boutique Fund Firm Public?
After stunning growth and a successful IPO, what’s next for Rajiv Jain’s GQG Partners?
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
Should Your Retirement Portfolio Withdrawals Vary With the Market?
We delve into the trade-offs associated with flexible withdrawal systems versus those that deliver steady cash flows.
Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
What's a Safe Retirement Spending Rate for the Decades Ahead?
Simple tweaks can have an appreciable impact on your withdrawal rate.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
What’s the Cost of Buying Good ESG Companies?
We've found investors are paying too much for good ESG companies and too little for bad ESG companies. Here's how to overcome that.
Yes, Fancy Climate Summit Means Small Investors Must Be Vigilant, Too
Vote your shares, make sure your fund manager has a net-zero plan, and look at opportunities in climate solutions, experts say.
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Here are some ways to identify companies facing challenges related to their human capital.
ESG Ratings Are Now Available for Bond Funds, Allocation Funds
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3 Solid Climate Tech Funds for Investors
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