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®

#11 Bogle Small Cap Growth Fund (BOGIX)

Performance (1-yr.): 33.28% Expenses: 1.25%
Performance (1-mo.): 4.82% Total Assets: $248.26M
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#12 Kinetics Small Cap Opportunities Fund (KSOAX)

Performance (1-yr.): 28.60% Expenses: 1.89%
Performance (1-mo.): 1.74% Total Assets: $425.16M
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#13 Hancock Horizon Burkenroad Small Cap Fund (HHBUX)

Performance (1-yr.): 25.28% Expenses: 1.40%
Performance (1-mo.): 4.50% Total Assets: $851.01M
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#13 Northern Small Cap Core Fund (NSGRX)

Performance (1-yr.): 23.86% Expenses: 0.79%
Performance (1-mo.): 4.60% Total Assets: $189.82M
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#15 AMG SouthernSun Small Cap Fund (SSSFX)

Performance (1-yr.): 37.08% Expenses: 1.22%
Performance (1-mo.): 3.15% Total Assets: $898.78M
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#15 JPMorgan Small Cap Core Fund (VSSCX)

Performance (1-yr.): 28.95% Expenses: 0.82%
Performance (1-mo.): 5.84% Total Assets: $702.99M
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#17 DFA Tax Managed U.S. Small Cap Portfolio (DFTSX)

Performance (1-yr.): 25.01% Expenses: 0.52%
Performance (1-mo.): 4.27% Total Assets: $2.1B
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#17 Walthausen Select Value Fund (WSVIX)

Performance (1-yr.): 29.59% Expenses: 1.21%
Performance (1-mo.): 3.91% Total Assets: $48.11M
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#19 Brown Advisory Small-Cap Fundamental Value Fund (BIAUX)

Performance (1-yr.): 25.13% Expenses: 1.20%
Performance (1-mo.): 3.55% Total Assets: $608.76M
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#20 DFA U.S. Micro Cap Portfolio (DFSCX)

Performance (1-yr.): 25.31% Expenses: 0.52%
Performance (1-mo.): 4.34% Total Assets: $5.05B
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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