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.): 18.34% Expenses: 1.08%
Performance (1-mo.): 1.99% Total Assets: $514.75M
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#2 Touchstone Small Cap Core Fund (TSFAX)

Performance (1-yr.): 21.03% Expenses: 1.34%
Performance (1-mo.): 0.48% Total Assets: $709.6M
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#3 Stratton Small Cap Value Fund (STSCX)

Performance (1-yr.): 20.64% Expenses: 1.20%
Performance (1-mo.): 0.90% Total Assets: $952.79M
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#4 Fidelity Small Cap Discovery Fund (FSCRX)

Performance (1-yr.): 26.69% Expenses: 1.07%
Performance (1-mo.): 1.47% Total Assets: $5.66B
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#5 Hancock Horizon Burkenroad Small Cap Fund (HHBUX)

Performance (1-yr.): 19.94% Expenses: 1.40%
Performance (1-mo.): 1.38% Total Assets: $314.45M
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#6 Brown Advisory Small-Cap Fundamental Value Fund (BIAUX)

Performance (1-yr.): 24.98% Expenses: 1.28%
Performance (1-mo.): 0.56% Total Assets: $337.96M
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#7 Invesco Select Companies Fund (ATIAX)

Performance (1-yr.): 16.45% Expenses: 1.24%
Performance (1-mo.): 0.69% Total Assets: $1.39B
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#8 GE Institutional Small Cap Equity Fund (GSVIX)

Performance (1-yr.): 15.83% Expenses: 0.90%
Performance (1-mo.): 1.17% Total Assets: $1.09B
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#9 Vanguard Strategic Small Cap Equity Fund (VSTCX)

Performance (1-yr.): 20.44% Expenses: 0.40%
Performance (1-mo.): 0.08% Total Assets: $308.07M
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#10 Royce Total Return Fund (RYTRX)

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

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 5.02%

Great lakes Small Cap Opportunity Fund (GLSCX)

Total Return: 2.09%

Calvert Small Cap Fund (CCVAX)

Total Return: 1.88%

Direxion Monthly Small Cap Bull 2X Fund (DXRLX)

Total Return: 34.12%

ProFunds UltraSmall Cap Fund (UAPIX)

Total Return: 32.96%

Rydex Russell 2000 2x Strategy Fund (RYRUX)

Total Return: 31.79%

SouthernSun Small Cap Fund (SSSFX)

Total Return: 19.34%

Touchstone Small Cap Core Fund (TSFAX)

Total Return: 17.75%

Vulcan Value Partners Small Cap Fund (VVPSX)

Total Return: 17.37%

* annualized