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®

#21 Steward Small-Mid Cap Enhanced Index Fund (TRDFX)

Performance (1-yr.): 25.18% Expenses: 0.95%
Performance (1-mo.): 4.36% Total Assets: $143.67M
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#22 Hodges Small Cap Fund (HDPSX)

Performance (1-yr.): 33.39% Expenses: 1.41%
Performance (1-mo.): 5.04% Total Assets: $1.41B
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#22 Vanguard Tax Managed Small Cap Fund (VTMSX)

Performance (1-yr.): 25.40% Expenses: 0.12%
Performance (1-mo.): 4.66% Total Assets: $3.38B
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#24 Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund (NEFJX)

Performance (1-yr.): 26.89% Expenses: 1.66%
Performance (1-mo.): 4.30% Total Assets: $348.8M
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#25 MassMutual Premier Small Cap Opportunities Fund (DLBMX)

Performance (1-yr.): 22.94% Expenses: 1.23%
Performance (1-mo.): 3.38% Total Assets: $183.12M
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#25 TFS Small Cap Fund (TFSSX)

Performance (1-yr.): 28.15% Expenses: 1.50%
Performance (1-mo.): 4.69% Total Assets: $98.29M
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#27 SSgA Enhanced Small Cap Fund (SESPX)

Performance (1-yr.): 25.45% Expenses: 0.89%
Performance (1-mo.): 4.41% Total Assets: $32.78M
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#28 Fidelity® Small Cap Discovery Fund (FSCRX)

Performance (1-yr.): 23.25% Expenses: 1.01%
Performance (1-mo.): 3.78% Total Assets: $6.65B
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#29 DFA U.S. Small Cap Portfolio (DFSTX)

Performance (1-yr.): 25.10% Expenses: 0.37%
Performance (1-mo.): 4.75% Total Assets: $9.04B
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#30 SSgA Dynamic Small Cap Fund (SVSCX)

Performance (1-yr.): 23.95% Expenses: 1.12%
Performance (1-mo.): 3.70% Total Assets: $24.76M
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Top Performing Small Blend Funds As of 07.03.2014

QS Batterymarch U.S. Small Capitalization Equity Portfolio (LMBAX)

Total Return: 7.83%

Nuveen NWQ Small-Cap Value Fund (NSCAX)

Total Return: 6.74%

Dreyfus Opportunistic Small Cap Fund (DSCVX)

Total Return: 6.43%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 37.08%

Hodges Small Cap Fund (HDPSX)

Total Return: 33.39%

Principal SmallCap Blend Fund (PLLAX)

Total Return: 33.39%

Hodges Small Cap Fund (HDPSX)

Total Return: 22.08%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 21.84%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 21.32%

* Annualized