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®
#19 Westwood SmallCap Value Fund (WHGSX)
| Performance (1-yr.): 21.59% | Expenses: 1.10% |
| Performance (1-mo.): 0.93% | Total Assets: $42.87M |
#22 Loomis Sayles Small Cap Value Fund (LSSCX)
| Performance (1-yr.): 17.30% | Expenses: 1.06% |
| Performance (1-mo.): 0.00% | Total Assets: $1.1B |
#23 TETON Westwood Mighty Mites Fund (WMMAX)
| Performance (1-yr.): 22.41% | Expenses: 1.72% |
| Performance (1-mo.): 0.49% | Total Assets: $733.13M |
#24 Glenmede Small Cap Equity Portfolio (GTCSX)
| Performance (1-yr.): 17.82% | Expenses: 0.93% |
| Performance (1-mo.): 0.26% | Total Assets: $467.6M |
#25 Vanguard Tax Managed Small Cap Fund (VTMSX)
| Performance (1-yr.): 16.96% | Expenses: 0.14% |
| Performance (1-mo.): 0.20% | Total Assets: $2.62B |
#26 Transamerica Partners Small Value Fund (DVSVX)
| Performance (1-yr.): 17.01% | Expenses: 1.50% |
| Performance (1-mo.): 1.19% | Total Assets: $29.48M |
#27 Schwab Small Cap Equity Fund (SWSCX)
| Performance (1-yr.): 22.80% | Expenses: 1.12% |
| Performance (1-mo.): 0.05% | Total Assets: $470.29M |
#28 JPMorgan Small Cap Core Fund (VSSCX)
| Performance (1-yr.): 22.54% | Expenses: 0.80% |
| Performance (1-mo.): 0.54% | Total Assets: $500.16M |
#29 Dreyfus Small Cap Stock Index Fund (DISSX)
| Performance (1-yr.): 16.89% | Expenses: 0.50% |
| Performance (1-mo.): 0.29% | Total Assets: $1.34B |
#30 FMI Focus Fund (FMIOX)
| Performance (1-yr.): 14.49% | Expenses: 1.26% |
| Performance (1-mo.): 1.71% | Total Assets: $701.48M |
