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.): 26.83% Expenses: 1.42%
Performance (1-mo.): 3.81% Total Assets: $22.11M
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Compass EMP US Small Cap 500 Volatility Weighted Fund (CHSAX)

Performance (1-yr.): 29.81% Expenses: 1.26%
Performance (1-mo.): 3.13% Total Assets: $16.52M
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Convergence Opportunities Fund (CIPOX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 3.30% Total Assets: $45.47M
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Cortina Small Cap Value Fund (CRSVX)

Performance (1-yr.): 33.68% Expenses: 1.12%
Performance (1-mo.): 4.71% Total Assets: $28.53M
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Crawford Dividend Opportunity Fund (CDOFX)

Performance (1-yr.): 25.47% Expenses: 1.06%
Performance (1-mo.): 2.88% Total Assets: $63.34M
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CWC Aggressive Value Small Cap Fund (CWCIX)

Performance (1-yr.): 25.25% Expenses: 1.35%
Performance (1-mo.): 4.76% Total Assets: $12.6M
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FAM Small Cap Fund (FAMFX)

Performance (1-yr.): 26.62% Expenses: 1.48%
Performance (1-mo.): 1.13% Total Assets: $51.12M
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Fidelity Advisor® Series Small Cap Fund (FSSFX)

Performance (1-yr.): Expenses: 0.95%
Performance (1-mo.): 4.19% Total Assets: $493.34M
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Fidelity® Series Small Cap Discovery Fund (FJACX)

Performance (1-yr.): Expenses: 1.01%
Performance (1-mo.): 2.43% Total Assets: $1.36B
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Fidelity Spartan Small Cap Index Fund (FSSNX)

Performance (1-yr.): 31.78% Expenses: 0.15%
Performance (1-mo.): 4.73% Total Assets: $846.42M
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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