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®

RBC Small Cap Core Fund (TEEAX)

Performance (1-yr.): 19.53% Expenses: 1.16%
Performance (1-mo.): 5.27% Total Assets: $234.29M
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Rydex Russell 2000 Fund (RYRRX)

Performance (1-yr.): 21.47% Expenses: 1.65%
Performance (1-mo.): 4.98% Total Assets: $33.69M
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Schroder U.S. Opportunities Fund (SCUIX)

Performance (1-yr.): 22.82% Expenses: 1.27%
Performance (1-mo.): 4.83% Total Assets: $145.98M
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Schwab Fundamental U.S. Small Company Index Fund (SFSNX)

Performance (1-yr.): 27.39% Expenses: 0.35%
Performance (1-mo.): 3.94% Total Assets: $1.19B
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Schwab Small Cap Index Fund® (SWSSX)

Performance (1-yr.): 23.62% Expenses: 0.17%
Performance (1-mo.): 5.29% Total Assets: $2.5B
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Shelton Capital Management S&P Smallcap Index Fund (SMCIX)

Performance (1-yr.): 23.70% Expenses: 0.74%
Performance (1-mo.): 4.55% Total Assets: $55.68M
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State Farm Small Cap Index Fund (SMIAX)

Performance (1-yr.): 22.54% Expenses: 1.03%
Performance (1-mo.): 5.25% Total Assets: $444.98M
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Strategic Advisers® Small-Mid Cap Multi-Manager Fund (FNAPX)

Performance (1-yr.): 24.08% Expenses: 1.21%
Performance (1-mo.): 4.86% Total Assets: $37.46M
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SunAmerica Small-Cap Fund (SASAX)

Performance (1-yr.): Expenses: 1.72%
Performance (1-mo.): 5.14% Total Assets: $53.11M
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Thomson Horstmann & Bryant Microcap Fund (THBIX)

Performance (1-yr.): 16.80% Expenses: 1.26%
Performance (1-mo.): 4.17% Total Assets: $76.16M
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Top Performing Small Blend Funds As of 07.03.2014

QS Batterymarch U.S. Small Capitalization Equity Portfolio (LMBAX)

Total Return: 7.83%

Nuveen NWQ Small-Cap Value Fund (NSCAX)

Total Return: 6.74%

Dreyfus Opportunistic Small Cap Fund (DSCVX)

Total Return: 6.43%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 37.08%

Hodges Small Cap Fund (HDPSX)

Total Return: 33.39%

Principal SmallCap Blend Fund (PLLAX)

Total Return: 33.39%

Hodges Small Cap Fund (HDPSX)

Total Return: 22.08%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 21.84%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 21.32%

* Annualized