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 Pax World Small Cap Fund (PXSIX)

Performance (1-yr.): 38.24% Expenses: 0.99%
Performance (1-mo.): 3.55% Total Assets: $79.08M
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#11 SSgA Enhanced Small Cap Fund (SESPX)

Performance (1-yr.): 30.76% Expenses: 0.89%
Performance (1-mo.): 4.57% Total Assets: $33.6M
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#13 Nuveen NWQ Small-Cap Value Fund (NSCAX)

Performance (1-yr.): 34.40% Expenses: 1.38%
Performance (1-mo.): 5.25% Total Assets: $247.48M
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#14 Vanguard Small Cap Index Fund (NAESX)

Performance (1-yr.): 31.38% Expenses: 0.24%
Performance (1-mo.): 5.06% Total Assets: $46.37B
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#15 Dreyfus Small Cap Stock Index Fund (DISSX)

Performance (1-yr.): 31.91% Expenses: 0.50%
Performance (1-mo.): 4.39% Total Assets: $1.79B
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#16 Columbia Small Cap Index Fund (NMSAX)

Performance (1-yr.): 31.63% Expenses: 0.48%
Performance (1-mo.): 4.44% Total Assets: $2.85B
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#16 DFA U.S. Micro Cap Portfolio (DFSCX)

Performance (1-yr.): 35.22% Expenses: 0.52%
Performance (1-mo.): 4.21% Total Assets: $4.9B
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#16 DFA U.S. Small Cap Portfolio (DFSTX)

Performance (1-yr.): 32.89% Expenses: 0.37%
Performance (1-mo.): 4.57% Total Assets: $8.35B
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#16 Invesco Select Companies Fund (ATIAX)

Performance (1-yr.): 23.16% Expenses: 1.20%
Performance (1-mo.): 5.48% Total Assets: $1.66B
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#16 Westwood SmallCap Value Fund (WHGSX)

Performance (1-yr.): 33.75% Expenses: 1.10%
Performance (1-mo.): 4.61% Total Assets: $68.61M
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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