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®

John Hancock Funds2 Small Cap Value Fund (JSCNX)

Performance (1-yr.): 24.24% Expenses: 1.15%
Performance (1-mo.): 3.83% Total Assets: $182.37M
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John Hancock Small Cap Core Fund (JCCAX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 3.55% Total Assets: $102.08M
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KP Small Cap Equity Fund (KPSCX)

Performance (1-yr.): Expenses: 0.54%
Performance (1-mo.): 5.23% Total Assets: $397.67M
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Lord Abbett Micro Cap Value Fund (LMVYX)

Performance (1-yr.): 27.29% Expenses: 1.80%
Performance (1-mo.): 3.54% Total Assets: $144.55M
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Mairs & Power Small Cap Fund (MSCFX)

Performance (1-yr.): 29.10% Expenses: 1.25%
Performance (1-mo.): 4.28% Total Assets: $124.26M
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MH Elite Small Cap Fund of Funds Fund (MHELX)

Performance (1-yr.): 28.47% Expenses: 2.43%
Performance (1-mo.): 4.41% Total Assets: $6.42M
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MM Russell 2000® Small Cap Index Fund (MCJAX)

Performance (1-yr.): 30.33% Expenses: 0.93%
Performance (1-mo.): 4.62% Total Assets: $124.06M
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Morgan Dempsey Small/Micro Cap Value Fund (MITYX)

Performance (1-yr.): 25.16% Expenses: 1.30%
Performance (1-mo.): 2.97% Total Assets: $51.69M
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Mutual Of America Small Cap Value Fund (MAVSX)

Performance (1-yr.): 22.22% Expenses: 0.85%
Performance (1-mo.): 3.55% Total Assets: $14.5M
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Nationwide HighMark Small Cap Core Fund (NWGPX)

Performance (1-yr.): 30.56% Expenses: 1.62%
Performance (1-mo.): 3.81% Total Assets: $84.16M
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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