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®
| Performance (1-yr.): 22.68% |
Expenses: 1.25% |
| Performance (1-mo.): 1.38% |
Total Assets: $28.19M |
| Performance (1-yr.): 14.67% |
Expenses: 1.51% |
| Performance (1-mo.): 1.39% |
Total Assets: $99.74M |
| Performance (1-yr.): 16.71% |
Expenses: 0.93% |
| Performance (1-mo.): 0.46% |
Total Assets: $340.98M |
| Performance (1-yr.): 17.55% |
Expenses: 0.44% |
| Performance (1-mo.): 0.34% |
Total Assets: $955.33M |
| Performance (1-yr.): 22.23% |
Expenses: 0.63% |
| Performance (1-mo.): 0.07% |
Total Assets: $188.08M |
| Performance (1-yr.): 30.07% |
Expenses: 1.25% |
| Performance (1-mo.): 0.06% |
Total Assets: $375.09M |
| Performance (1-yr.): 27.98% |
Expenses: 1.70% |
| Performance (1-mo.): 1.24% |
Total Assets: $20.51M |
| Performance (1-yr.): 24.42% |
Expenses: 1.39% |
| Performance (1-mo.): 1.91% |
Total Assets: $9.9M |
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- Top Performing Small Blend Funds as of 05.03.2013
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