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®

Chartwell Small Cap Value Fund (CWSVX)

Performance (1-yr.): 22.51% Expenses: 1.42%
Performance (1-mo.): 1.35% Total Assets: $26.7M
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Compass EMP US Small Cap 500 Volatility Weighted Fund (CHSAX)

Performance (1-yr.): 26.40% Expenses: 1.26%
Performance (1-mo.): 1.55% Total Assets: $17.4M
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Convergence Opportunities Fund (CIPOX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 0.50% Total Assets: $47.84M
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Cortina Small Cap Value Fund (CRSVX)

Performance (1-yr.): 29.84% Expenses: 1.12%
Performance (1-mo.): 1.18% Total Assets: $33.91M
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Crawford Dividend Opportunity Fund (CDOFX)

Performance (1-yr.): 22.93% Expenses: 1.06%
Performance (1-mo.): 1.16% Total Assets: $65.62M
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CWC Aggressive Value Small Cap Fund (CWCIX)

Performance (1-yr.): 20.71% Expenses: 1.35%
Performance (1-mo.): 0.16% Total Assets: $12.56M
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FAM Small Cap Fund (FAMFX)

Performance (1-yr.): 26.26% Expenses: 1.48%
Performance (1-mo.): 2.65% Total Assets: $54.18M
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Fidelity Advisor® Series Small Cap Fund (FSSFX)

Performance (1-yr.): Expenses: 0.95%
Performance (1-mo.): 1.05% Total Assets: $499.52M
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Fidelity® Series Small Cap Discovery Fund (FJACX)

Performance (1-yr.): Expenses: 1.01%
Performance (1-mo.): 2.18% Total Assets: $1.4B
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Fidelity Spartan® Small Cap Index Fund (FSSNX)

Performance (1-yr.): 25.08% Expenses: 0.15%
Performance (1-mo.): 0.65% Total Assets: $938.11M
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Top Performing Small Blend Funds As of 04.22.2014

Royce Micro-Cap Discovery Fund (RYDFX)

Total Return: 3.14%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 3.12%

Paradigm Value Fund (PVFAX)

Total Return: 2.76%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 38.98%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 35.80%

Bridgeway Ultra Small Company Market Fund (BRSIX)

Total Return: 35.33%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 19.87%

Hodges Small Cap Fund (HDPSX)

Total Return: 19.20%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 18.04%

* Annualized