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®
| Performance (1-yr.): 18.34% |
Expenses: 1.08% |
| Performance (1-mo.): 1.99% |
Total Assets: $514.75M |
| Performance (1-yr.): 21.03% |
Expenses: 1.34% |
| Performance (1-mo.): 0.48% |
Total Assets: $709.6M |
| Performance (1-yr.): 20.64% |
Expenses: 1.20% |
| Performance (1-mo.): 0.90% |
Total Assets: $952.79M |
| Performance (1-yr.): 26.69% |
Expenses: 1.07% |
| Performance (1-mo.): 1.47% |
Total Assets: $5.66B |
| Performance (1-yr.): 19.94% |
Expenses: 1.40% |
| Performance (1-mo.): 1.38% |
Total Assets: $314.45M |
| Performance (1-yr.): 24.98% |
Expenses: 1.28% |
| Performance (1-mo.): 0.56% |
Total Assets: $337.96M |
| Performance (1-yr.): 16.45% |
Expenses: 1.24% |
| Performance (1-mo.): 0.69% |
Total Assets: $1.39B |
| Performance (1-yr.): 15.83% |
Expenses: 0.90% |
| Performance (1-mo.): 1.17% |
Total Assets: $1.09B |
| Performance (1-yr.): 20.44% |
Expenses: 0.40% |
| Performance (1-mo.): 0.08% |
Total Assets: $308.07M |
| Performance (1-yr.): 17.92% |
Expenses: 1.15% |
| Performance (1-mo.): 0.53% |
Total Assets: $5.05B |
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- Top Performing Small Blend Funds as of 05.03.2013
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