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 Homestead Small Company Stock Fund (HSCSX)

Performance (1-yr.): 28.91% Expenses: 1.03%
Performance (1-mo.): 3.51% Total Assets: $893.07M
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#2 Motley Fool Great America Fund (TMFGX)

Performance (1-yr.): 29.76% Expenses: 1.38%
Performance (1-mo.): 3.59% Total Assets: $191.52M
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#3 Vanguard Explorer Value Fund (VEVFX)

Performance (1-yr.): 27.58% Expenses: 0.66%
Performance (1-mo.): 4.47% Total Assets: $281.06M
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#4 Vanguard Strategic Small Cap Equity Fund (VSTCX)

Performance (1-yr.): 35.03% Expenses: 0.41%
Performance (1-mo.): 5.48% Total Assets: $478.71M
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#5 Kinetics Small Cap Opportunities Fund (KSOAX)

Performance (1-yr.): 41.52% Expenses: 1.89%
Performance (1-mo.): 5.19% Total Assets: $404.18M
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#6 Stratton Small Cap Value Fund (STSCX)

Performance (1-yr.): 33.54% Expenses: 1.19%
Performance (1-mo.): 6.31% Total Assets: $1.21B
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#7 DFA Tax Managed U.S. Small Cap Portfolio (DFTSX)

Performance (1-yr.): 33.47% Expenses: 0.52%
Performance (1-mo.): 4.41% Total Assets: $2.01B
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#8 Walthausen Select Value Fund (WSVIX)

Performance (1-yr.): 33.02% Expenses: 1.22%
Performance (1-mo.): 4.67% Total Assets: $37.0M
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#9 Vanguard Tax Managed Small Cap Fund (VTMSX)

Performance (1-yr.): 32.18% Expenses: 0.14%
Performance (1-mo.): 4.49% Total Assets: $3.43B
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#10 Bogle Small Cap Growth Fund (BOGIX)

Performance (1-yr.): 39.41% Expenses: 1.25%
Performance (1-mo.): 5.28% Total Assets: $237.51M
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Top Performing Small Blend Funds As of 03.05.2014

Paradigm Opportunity Fund (PFOPX)

Total Return: 7.88%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 7.44%

Wells Fargo Advantage Small/Mid Cap Value Fund (WFVAX)

Total Return: 7.44%

Bridgeway Ultra Small Company Market Fund (BRSIX)

Total Return: 44.46%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 41.52%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 40.66%

Hodges Small Cap Fund (HDPSX)

Total Return: 20.80%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 20.62%

Pacific Advisors Small Cap Value Fund (PASMX)

Total Return: 20.05%

* Annualized