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®

Oppenheimer Main Street Small Cap Fund (OSCAX)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 4.66% Total Assets: $23.03M
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Perimeter Small Cap Opportunities Fund (PSCVX)

Performance (1-yr.): 26.83% Expenses: 1.22%
Performance (1-mo.): 4.21% Total Assets: $2.94M
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Perritt Low Priced Stock Fund (PLOWX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): Total Assets: $15
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PIMCO Small Company Fundamental IndexPLUS® AR Strategy Fund (PCFAX)

Performance (1-yr.): 30.16% Expenses: 1.19%
Performance (1-mo.): 4.96% Total Assets: $616.83M
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PNC Small Cap Index Fund (PISCX)

Performance (1-yr.): Expenses: 0.25%
Performance (1-mo.): 4.41% Total Assets: $5.08M
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SEI Institutional Investments Trust Extended Market Index Fund (SMXAX)

Performance (1-yr.): 32.29% Expenses: 0.11%
Performance (1-mo.): 5.35% Total Assets: $481.64M
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SEI Institutional Investments Trust Small Cap Fund (SLPAX)

Performance (1-yr.): 33.34% Expenses: 0.48%
Performance (1-mo.): 4.52% Total Assets: $772.85M
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SEI Institutional Investments Trust Small Cap II Fund (SECAX)

Performance (1-yr.): 33.81% Expenses: 0.49%
Performance (1-mo.): 5.02% Total Assets: $241.34M
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Strategic Advisers® Small-Mid Cap Multi-Manager Fund (FNAPX)

Performance (1-yr.): 27.21% Expenses: 1.20%
Performance (1-mo.): 4.58% Total Assets: $58.01M
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SunAmerica Small-Cap Fund (SASAX)

Performance (1-yr.): Expenses: 1.72%
Performance (1-mo.): Total Assets: $55.52M
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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