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®
MM Russell 2000® Small Cap Index Fund (MCJAX)
| Performance (1-yr.): — | Expenses: 0.91% |
| Performance (1-mo.): 0.41% | Total Assets: $103.93M |
Morgan Dempsey Small/Micro Cap Value Fund (MITYX)
| Performance (1-yr.): 10.70% | Expenses: 1.30% |
| Performance (1-mo.): 1.73% | Total Assets: $8.85M |
Motley Fool Great America Fund (TMFGX)
| Performance (1-yr.): 16.48% | Expenses: 1.37% |
| Performance (1-mo.): 1.19% | Total Assets: $99.99M |
Mutual Of America Small Cap Value Fund (MAVSX)
| Performance (1-yr.): 15.60% | Expenses: 0.85% |
| Performance (1-mo.): 1.09% | Total Assets: $11.8M |
Neuberger Berman Intrinsic Value Fund (NINAX)
| Performance (1-yr.): 17.95% | Expenses: 1.36% |
| Performance (1-mo.): 1.66% | Total Assets: $172.28M |
Penn Series Small Cap Index Fund (None)
| Performance (1-yr.): 17.02% | Expenses: 0.64% |
| Performance (1-mo.): 0.36% | Total Assets: $51.03M |
Perimeter Small Cap Value Fund (PSCVX)
| Performance (1-yr.): — | Expenses: 1.20% |
| Performance (1-mo.): 3.16% | Total Assets: $649,443 |
PIMCO Sm Co Fdmtl IdxPLUS AR Strat Fund (PCFIX)
| Performance (1-yr.): 26.69% | Expenses: 0.84% |
| Performance (1-mo.): 0.61% | Total Assets: $530.43M |
Satuit Capital U.S. Small Cap Fund (SATSX)
| Performance (1-yr.): — | Expenses: 1.50% |
| Performance (1-mo.): — | Total Assets: $179,587 |
Strategic Advisers Small-Mid Cap Multi-Manager Fund (FNAPX)
| Performance (1-yr.): 14.17% | Expenses: 1.20% |
| Performance (1-mo.): 0.58% | Total Assets: $46.05M |
