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®

FAM Small Cap Fund (FAMFX)

Performance (1-yr.): 17.91% Expenses: 1.48%
Performance (1-mo.): 0.49% Total Assets: $21.43M
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Fidelity Spartan Small Cap Index Fund (FSSSX)

Performance (1-yr.): 17.74% Expenses: 0.14%
Performance (1-mo.): 0.37% Total Assets: $235.26M
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Great lakes Small Cap Opportunity Fund (GLSCX)

Performance (1-yr.): 18.46% Expenses: 1.21%
Performance (1-mo.): 2.09% Total Assets: $55.54M
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Great-West Ariel Small Cap Value Fund (MXSCX)

Performance (1-yr.): 20.51% Expenses: 1.35%
Performance (1-mo.): 1.48% Total Assets: $42.42M
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Great-West Loomis Sayles Small Cap Value Fund (MXLSX)

Performance (1-yr.): 16.62% Expenses: 1.08%
Performance (1-mo.): 0.04% Total Assets: $248.64M
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Great-West SP SmallCap 600® Index Fund (MXISX)

Performance (1-yr.): 16.71% Expenses: 0.60%
Performance (1-mo.): 0.37% Total Assets: $502.54M
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GuideStone Funds Small Cap Equity Fund (GSCYX)

Performance (1-yr.): 16.04% Expenses: 1.00%
Performance (1-mo.): 0.35% Total Assets: $500.85M
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ING Index Plus SmallCap Portfolio (IPSIX)

Performance (1-yr.): 15.93% Expenses: 0.51%
Performance (1-mo.): 0.17% Total Assets: $287.92M
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ING JPMorgan Small Cap Core Equity Portfolio (IJSSX)

Performance (1-yr.): 20.46% Expenses: 1.14%
Performance (1-mo.): 0.17% Total Assets: $560.19M
See all details for IJSSX »

ING Russell Small Cap Index Portfolio (IIRSX)

Performance (1-yr.): 17.71% Expenses: 0.46%
Performance (1-mo.): 0.35% Total Assets: $883.42M
See all details for IIRSX »
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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