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®

Great lakes Small Cap Opportunity Fund (GLSCX)

Performance (1-yr.): 29.79% Expenses: 1.24%
Performance (1-mo.): 4.15% Total Assets: $73.44M
See all details for GLSCX »

Great-West Loomis Sayles Small Cap Value Fund (MXLSX)

Performance (1-yr.): 25.32% Expenses: 1.08%
Performance (1-mo.): 4.21% Total Assets: $285.97M
See all details for MXLSX »

Great-West SP SmallCap 600® Index Fund (MXISX)

Performance (1-yr.): 31.63% Expenses: 0.60%
Performance (1-mo.): 4.34% Total Assets: $690.17M
See all details for MXISX »

GuideStone Funds Small Cap Equity Fund (GSCYX)

Performance (1-yr.): 30.57% Expenses: 1.03%
Performance (1-mo.): 3.98% Total Assets: $576.56M
See all details for GSCYX »

Hancock Horizon U.S. Small Cap Fund (HSCAX)

Performance (1-yr.): Expenses: 1.37%
Performance (1-mo.): 5.17% Total Assets: $815,871
See all details for HSCAX »

Hartford Small/Mid Cap Equity HLS Fund (HMCSX)

Performance (1-yr.): 28.50% Expenses: 0.88%
Performance (1-mo.): 4.11% Total Assets: $138.58M
See all details for HMCSX »

ING Index Plus SmallCap Portfolio (IPSIX)

Performance (1-yr.): 33.22% Expenses: 0.51%
Performance (1-mo.): 4.13% Total Assets: $345.87M
See all details for IPSIX »

ING JPMorgan Small Cap Core Equity Portfolio (IJSSX)

Performance (1-yr.): 30.84% Expenses: 1.14%
Performance (1-mo.): 4.79% Total Assets: $798.25M
See all details for IJSSX »

ING Russell Small Cap Index Portfolio (IIRSX)

Performance (1-yr.): 31.50% Expenses: 0.46%
Performance (1-mo.): 4.74% Total Assets: $1.07B
See all details for IIRSX »

ING Small Company Portfolio (IVCSX)

Performance (1-yr.): 30.00% Expenses: 0.86%
Performance (1-mo.): 4.36% Total Assets: $696.22M
See all details for IVCSX »

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