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®
| Performance (1-yr.): 19.22% |
Expenses: 0.24% |
| Performance (1-mo.): 0.14% |
Total Assets: $33.69B |
| Performance (1-yr.): 20.95% |
Expenses: 1.39% |
| Performance (1-mo.): 0.81% |
Total Assets: $105.06M |
| Performance (1-yr.): 17.79% |
Expenses: 1.27% |
| Performance (1-mo.): 2.59% |
Total Assets: $592.13M |
| Performance (1-yr.): 22.45% |
Expenses: 1.41% |
| Performance (1-mo.): 0.78% |
Total Assets: $2.69B |
| Performance (1-yr.): 17.54% |
Expenses: 1.10% |
| Performance (1-mo.): 1.09% |
Total Assets: $12.44M |
| Performance (1-yr.): 21.52% |
Expenses: 1.10% |
| Performance (1-mo.): 0.23% |
Total Assets: $20.77M |
| Performance (1-yr.): 17.51% |
Expenses: 0.98% |
| Performance (1-mo.): 0.62% |
Total Assets: $8.74B |
| Performance (1-yr.): 16.51% |
Expenses: 1.50% |
| Performance (1-mo.): 0.37% |
Total Assets: $500.27M |
| Performance (1-yr.): 18.81% |
Expenses: 1.36% |
| Performance (1-mo.): 0.25% |
Total Assets: $3.95B |
| Performance (1-yr.): 17.92% |
Expenses: 1.41% |
| Performance (1-mo.): 1.45% |
Total Assets: $477.33M |
-
Find a Fund
-
-
Advertisement
-
- Top Performing Small Blend Funds as of 05.03.2013
-
-
