Small Blend

Small-blend portfolios favor U.S. firms at the smaller end of the market-capitalization range. Some aim to own an array of value and growth stocks while others employ a discipline that leads to holdings with valuations and growth rates close to the small-cap averages. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small-cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. Morningstar®

#1 Stratton Small Cap Value Fund (STSCX)

Performance (1-yr.): 27.34% Expenses: 1.19%
Performance (1-mo.): 0.59% Total Assets: $1.22B
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#2 Vanguard Strategic Small Cap Equity Fund (VSTCX)

Performance (1-yr.): 29.15% Expenses: 0.41%
Performance (1-mo.): 0.58% Total Assets: $500.96M
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#3 AMG SouthernSun Small Cap Fund (SSSFX)

Performance (1-yr.): 30.06% Expenses: 1.22%
Performance (1-mo.): 2.32% Total Assets: $848.59M
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#4 Vanguard Explorer Value Fund (VEVFX)

Performance (1-yr.): 23.02% Expenses: 0.66%
Performance (1-mo.): 1.01% Total Assets: $284.5M
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#5 Kinetics Small Cap Opportunities Fund (KSOAX)

Performance (1-yr.): 35.80% Expenses: 1.89%
Performance (1-mo.): 1.47% Total Assets: $421.33M
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#5 Walthausen Select Value Fund (WSVIX)

Performance (1-yr.): 28.74% Expenses: 1.22%
Performance (1-mo.): 2.64% Total Assets: $39.05M
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#7 Nuveen NWQ Small-Cap Value Fund (NSCAX)

Performance (1-yr.): 29.93% Expenses: 1.38%
Performance (1-mo.): 0.81% Total Assets: $260.9M
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#8 Hodges Small Cap Fund (HDPSX)

Performance (1-yr.): 29.19% Expenses: 1.41%
Performance (1-mo.): 0.42% Total Assets: $1.13B
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#9 Vanguard Tax Managed Small Cap Fund (VTMSX)

Performance (1-yr.): 27.74% Expenses: 0.14%
Performance (1-mo.): 0.69% Total Assets: $3.49B
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#10 SSgA Enhanced Small Cap Fund (SESPX)

Performance (1-yr.): 26.03% Expenses: 0.89%
Performance (1-mo.): 1.14% Total Assets: $33.55M
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Top Performing Small Blend Funds As of 04.22.2014

Royce Micro-Cap Discovery Fund (RYDFX)

Total Return: 3.14%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 3.12%

Paradigm Value Fund (PVFAX)

Total Return: 2.76%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 38.98%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 35.80%

Bridgeway Ultra Small Company Market Fund (BRSIX)

Total Return: 35.33%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 19.87%

Hodges Small Cap Fund (HDPSX)

Total Return: 19.20%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 18.04%

* Annualized