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®

MassMutual Select Small Cap Val Equity Fund (MMQAX)

Performance (1-yr.): 22.50% Expenses: 1.42%
Performance (1-mo.): 3.96% Total Assets: $160.78M
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MH Elite Small Cap Fund of Funds Fund (MHELX)

Performance (1-yr.): 22.66% Expenses: 2.37%
Performance (1-mo.): 4.89% Total Assets: $6.45M
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MM Russell 2000® Small Cap Index Fund (MCJAX)

Performance (1-yr.): 22.60% Expenses: 0.90%
Performance (1-mo.): 5.30% Total Assets: $139.42M
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Morgan Dempsey Small/Micro Cap Value Fund (MITYX)

Performance (1-yr.): 21.90% Expenses: 1.30%
Performance (1-mo.): 3.37% Total Assets: $90.75M
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Munder Micro Cap Equity Fund (MMEAX)

Performance (1-yr.): 21.75% Expenses: 2.08%
Performance (1-mo.): 5.28% Total Assets: $124.36M
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Mutual Of America Small Cap Value Fund (MAVSX)

Performance (1-yr.): 21.01% Expenses: 0.85%
Performance (1-mo.): 4.02% Total Assets: $15.1M
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Nationwide HighMark Small Cap Core Fund (NWGPX)

Performance (1-yr.): 26.20% Expenses: 1.62%
Performance (1-mo.): 4.95% Total Assets: $88.71M
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Nationwide Small Cap Index Fund (GMRAX)

Performance (1-yr.): 23.08% Expenses: 0.78%
Performance (1-mo.): 5.25% Total Assets: $830.94M
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Northern Small Cap Index Fund (NSIDX)

Performance (1-yr.): 23.49% Expenses: 0.24%
Performance (1-mo.): 5.34% Total Assets: $985.72M
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Nuveen Small Cap Index Fund (ASETX)

Performance (1-yr.): 23.18% Expenses: 0.65%
Performance (1-mo.): 5.25% Total Assets: $146.05M
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Top Performing Small Blend Funds As of 07.03.2014

QS Batterymarch U.S. Small Capitalization Equity Portfolio (LMBAX)

Total Return: 7.83%

Nuveen NWQ Small-Cap Value Fund (NSCAX)

Total Return: 6.74%

Dreyfus Opportunistic Small Cap Fund (DSCVX)

Total Return: 6.43%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 37.08%

Hodges Small Cap Fund (HDPSX)

Total Return: 33.39%

Principal SmallCap Blend Fund (PLLAX)

Total Return: 33.39%

Hodges Small Cap Fund (HDPSX)

Total Return: 22.08%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 21.84%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 21.32%

* Annualized