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®

Thomson Horstmann & Bryant Microcap Fund (THBIX)

Performance (1-yr.): 36.08% Expenses: 1.25%
Performance (1-mo.): 0.77% Total Assets: $73.41M
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Touchstone Small Cap Value Opportunities Fund (TSOAX)

Performance (1-yr.): 40.66% Expenses: 1.51%
Performance (1-mo.): 7.44% Total Assets: $143.54M
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Transamerica Small Cap Core Fund (SCCAX)

Performance (1-yr.): Expenses: 1.30%
Performance (1-mo.): 4.52% Total Assets: $96.95M
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VALIC Company I Small Cap Fund (VCSMX)

Performance (1-yr.): 30.58% Expenses: 0.93%
Performance (1-mo.): 4.37% Total Assets: $384.87M
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VALIC Company I Small Cap Index Fund (VCSLX)

Performance (1-yr.): 31.42% Expenses: 0.44%
Performance (1-mo.): 4.74% Total Assets: $1.18B
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Vulcan Value Partners Small Cap Fund (VVPSX)

Performance (1-yr.): 20.89% Expenses: 1.26%
Performance (1-mo.): 2.63% Total Assets: $1.06B
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Zacks Small-Cap Core Fund (ZSCCX)

Performance (1-yr.): 27.73% Expenses: 1.39%
Performance (1-mo.): 3.50% Total Assets: $49.78M
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