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 |
#2 Vanguard Explorer Value Fund (VEVFX)
| Performance (1-yr.): 35.54% | Expenses: 0.63% |
| Performance (1-mo.): 3.28% | Total Assets: $202.67M |
#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 |
#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 |
#5 Stratton Small Cap Value Fund (STSCX)
| Performance (1-yr.): 33.99% | Expenses: 1.19% |
| Performance (1-mo.): 3.97% | Total Assets: $993.18M |
#6 Homestead Small Company Stock Fund (HSCSX)
| Performance (1-yr.): 32.41% | Expenses: 1.03% |
| Performance (1-mo.): 6.45% | Total Assets: $564.29M |
#7 Fidelity Small Cap Discovery Fund (FSCRX)
| Performance (1-yr.): 38.73% | Expenses: 1.07% |
| Performance (1-mo.): 3.68% | Total Assets: $5.9B |
#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 |
#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 |
#10 Glenmede Small Cap Equity Portfolio (GTCSX)
| Performance (1-yr.): 33.60% | Expenses: 0.93% |
| Performance (1-mo.): 5.11% | Total Assets: $496.47M |
