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®

AlphaOne Micro Cap Equity Fund (AOMCX)

Performance (1-yr.): 23.76% Expenses: 1.44%
Performance (1-mo.): 1.93% Total Assets: $148.48M
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Ancora/Thelen Small-Mid Cap Fund (AATIX)

Performance (1-yr.): 35.76% Expenses: 1.39%
Performance (1-mo.): 6.07% Total Assets: $49.2M
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Ariel Discovery Fund (ARDFX)

Performance (1-yr.): 26.60% Expenses: 1.25%
Performance (1-mo.): 5.37% Total Assets: $59.58M
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ASTON/Silvercrest Small Cap Fund (ACRTX)

Performance (1-yr.): 26.55% Expenses: 1.16%
Performance (1-mo.): 2.81% Total Assets: $48.19M
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Baird SmallCap Value Fund (BSVSX)

Performance (1-yr.): 29.63% Expenses: 1.25%
Performance (1-mo.): 3.63% Total Assets: $23.06M
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Bernzott US Small Cap Value Fund (BSCVX)

Performance (1-yr.): 16.88% Expenses: 0.95%
Performance (1-mo.): 0.94% Total Assets: $26.06M
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BlackRock Disciplined Small Cap Core Fund (BDSAX)

Performance (1-yr.): Expenses: 0.96%
Performance (1-mo.): 4.57% Total Assets: $6.81M
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BMO Micro-Cap Fund (BMMIX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 3.07% Total Assets: $2.73M
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BMO Small-Cap Core Fund (BSCNX)

Performance (1-yr.): Expenses: 0.90%
Performance (1-mo.): 3.72% Total Assets: $3.38M
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Broadview Opportunity Fund (BVAOX)

Performance (1-yr.): 31.74% Expenses: 1.21%
Performance (1-mo.): 4.07% Total Assets: $995.18M
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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