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 Touchstone Small Cap Core Fund (TSFAX)

Performance (1-yr.): 35.55% Expenses: 1.34%
Performance (1-mo.): 2.45% Total Assets: $741.9M
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#2 Vanguard Explorer Value Fund (VEVFX)

Performance (1-yr.): 35.54% Expenses: 0.63%
Performance (1-mo.): 3.28% Total Assets: $202.67M
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#3 Brown Advisory Small-Cap Fundamental Value Fund (BIAUX)

Performance (1-yr.): 33.35% Expenses: 1.28%
Performance (1-mo.): 1.17% Total Assets: $367.2M
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#4 Keeley Small Cap Dividend Value Fund (KSDVX)

Performance (1-yr.): 29.09% Expenses: 1.39%
Performance (1-mo.): 0.99% Total Assets: $112.26M
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#5 Stratton Small Cap Value Fund (STSCX)

Performance (1-yr.): 33.99% Expenses: 1.19%
Performance (1-mo.): 3.97% Total Assets: $993.18M
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#6 Homestead Small Company Stock Fund (HSCSX)

Performance (1-yr.): 32.41% Expenses: 1.03%
Performance (1-mo.): 6.45% Total Assets: $564.29M
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#7 Fidelity Small Cap Discovery Fund (FSCRX)

Performance (1-yr.): 38.73% Expenses: 1.07%
Performance (1-mo.): 3.68% Total Assets: $5.9B
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#7 Vanguard Strategic Small Cap Equity Fund (VSTCX)

Performance (1-yr.): 34.35% Expenses: 0.40%
Performance (1-mo.): 3.57% Total Assets: $318.91M
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#9 Hancock Horizon Burkenroad Small Cap Fund (HHBUX)

Performance (1-yr.): 32.43% Expenses: 1.40%
Performance (1-mo.): 4.97% Total Assets: $359.06M
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#10 Glenmede Small Cap Equity Portfolio (GTCSX)

Performance (1-yr.): 33.60% Expenses: 0.93%
Performance (1-mo.): 5.11% Total Assets: $496.47M
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Top Performing Small Blend Funds as of 06.05.2013

Paradigm Micro-cap Fund (PVIVX)

Total Return: 8.67%

ProFunds UltraSmall Cap Fund (UAPIX)

Total Return: 7.92%

Direxion Monthly Small Cap Bull 2X Fund (DXRLX)

Total Return: 7.87%

Direxion Monthly Small Cap Bull 2X Fund (DXRLX)

Total Return: 66.99%

ProFunds UltraSmall Cap Fund (UAPIX)

Total Return: 65.35%

Rydex Russell 2000 2x Strategy Fund (RYRUX)

Total Return: 63.36%

Direxion Monthly Small Cap Bull 2X Fund (DXRLX)

Total Return: 26.97%

SouthernSun Small Cap Fund (SSSFX)

Total Return: 25.15%

ProFunds UltraSmall Cap Fund (UAPIX)

Total Return: 24.01%

* annualized