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 Hancock Horizon Burkenroad Small Cap Fund (HHBUX)

Performance (1-yr.): 25.37% Expenses: 1.40%
Performance (1-mo.): 1.33% Total Assets: $765.52M
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#12 Bogle Small Cap Growth Fund (BOGIX)

Performance (1-yr.): 32.00% Expenses: 1.25%
Performance (1-mo.): 0.25% Total Assets: $240.16M
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#12 Vanguard Small Cap Index Fund (NAESX)

Performance (1-yr.): 25.11% Expenses: 0.24%
Performance (1-mo.): 0.31% Total Assets: $47.0B
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#14 Dreyfus Small Cap Stock Index Fund (DISSX)

Performance (1-yr.): 27.25% Expenses: 0.50%
Performance (1-mo.): 0.57% Total Assets: $1.82B
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#14 Westwood SmallCap Value Fund (WHGSX)

Performance (1-yr.): 29.01% Expenses: 1.10%
Performance (1-mo.): 1.45% Total Assets: $70.52M
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#16 DFA U.S. Micro Cap Portfolio (DFSCX)

Performance (1-yr.): 30.20% Expenses: 0.52%
Performance (1-mo.): 0.97% Total Assets: $4.96B
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#16 Glenmede Small Cap Equity Portfolio (GTCSX)

Performance (1-yr.): 31.90% Expenses: 0.91%
Performance (1-mo.): 0.76% Total Assets: $1.26B
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#16 Invesco Select Companies Fund (ATIAX)

Performance (1-yr.): 18.50% Expenses: 1.20%
Performance (1-mo.): 0.45% Total Assets: $1.55B
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#19 DFA Tax Managed U.S. Small Cap Portfolio (DFTSX)

Performance (1-yr.): 28.40% Expenses: 0.52%
Performance (1-mo.): 0.68% Total Assets: $2.03B
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#20 Columbia Small Cap Index Fund (NMSAX)

Performance (1-yr.): 27.18% Expenses: 0.48%
Performance (1-mo.): 0.64% Total Assets: $2.87B
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Top Performing Small Blend Funds As of 04.22.2014

Royce Micro-Cap Discovery Fund (RYDFX)

Total Return: 3.14%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 3.12%

Paradigm Value Fund (PVFAX)

Total Return: 2.76%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 38.98%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 35.80%

Bridgeway Ultra Small Company Market Fund (BRSIX)

Total Return: 35.33%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 19.87%

Hodges Small Cap Fund (HDPSX)

Total Return: 19.20%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 18.04%

* Annualized