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®
ASTON/Silvercrest Small Cap Fund (ACRTX)
| Performance (1-yr.): 14.50% | Expenses: 1.16% |
| Performance (1-mo.): 1.50% | Total Assets: $12.72M |
Baird SmallCap Value Fund (BSVSX)
| Performance (1-yr.): — | Expenses: 1.25% |
| Performance (1-mo.): 0.00% | Total Assets: $10.88M |
Bernzott US Small Cap Value Fund (BSCVX)
| Performance (1-yr.): — | Expenses: 0.95% |
| Performance (1-mo.): 0.09% | Total Assets: $18.34M |
BlackRock Disciplined Small Cap Core Fund (BDSAX)
| Performance (1-yr.): — | Expenses: 0.95% |
| Performance (1-mo.): 0.40% | Total Assets: $5.03M |
Chartwell Small Cap Value Fund (CWSVX)
| Performance (1-yr.): 15.53% | Expenses: 1.41% |
| Performance (1-mo.): 1.36% | Total Assets: $10.18M |
Compass EMP US Small Cap 500 Volatility Weighted Fund (CHSAX)
| Performance (1-yr.): — | Expenses: 1.26% |
| Performance (1-mo.): 1.45% | Total Assets: $4.4M |
Cortina Small Cap Value Fund (CRSVX)
| Performance (1-yr.): 25.53% | Expenses: 1.15% |
| Performance (1-mo.): 0.81% | Total Assets: $3.86M |
Crawford Dividend Opportunity Fund (CDOFX)
| Performance (1-yr.): — | Expenses: 1.06% |
| Performance (1-mo.): 0.64% | Total Assets: $20.75M |
CWC Aggressive Value Small Cap Fund (CWCIX)
| Performance (1-yr.): 6.11% | Expenses: 1.34% |
| Performance (1-mo.): 0.77% | Total Assets: $10.95M |
Eagle Small Cap Stock Fund (EGSAX)
| Performance (1-yr.): — | Expenses: 1.50% |
| Performance (1-mo.): 1.49% | Total Assets: $7.28M |
