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 Hodges Small Cap Fund (HDPSX)

Performance (1-yr.): 38.01% Expenses: 1.41%
Performance (1-mo.): 6.11% Total Assets: $1.08B
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#22 Fidelity® Small Cap Discovery Fund (FSCRX)

Performance (1-yr.): 23.69% Expenses: 1.06%
Performance (1-mo.): 4.01% Total Assets: $6.66B
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#22 RS Partners Fund (RSPFX)

Performance (1-yr.): 35.01% Expenses: 1.46%
Performance (1-mo.): 3.92% Total Assets: $2.3B
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#24 Capital Management Small Cap Fund (CMSSX)

Performance (1-yr.): 28.07% Expenses: 1.53%
Performance (1-mo.): 4.51% Total Assets: $16.93M
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#24 MassMutual Premier Small Cap Opportunities Fund (DLBMX)

Performance (1-yr.): 32.10% Expenses: 1.23%
Performance (1-mo.): 4.84% Total Assets: $183.56M
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#24 Shelton Capital Management S&P Smallcap Index Fund (SMCIX)

Performance (1-yr.): 30.74% Expenses: 0.74%
Performance (1-mo.): 4.24% Total Assets: $54.07M
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#27 SSgA Dynamic Small Cap Fund (SVSCX)

Performance (1-yr.): 33.76% Expenses: 1.27%
Performance (1-mo.): 3.73% Total Assets: $23.98M
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#28 Schwab Small Cap Equity Fund (SWSCX)

Performance (1-yr.): 33.71% Expenses: 1.11%
Performance (1-mo.): 4.45% Total Assets: $591.6M
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#29 Vantagepoint Discovery Fund (VPDSX)

Performance (1-yr.): 32.05% Expenses: 0.97%
Performance (1-mo.): 5.09% Total Assets: $278.34M
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#30 Glenmede Small Cap Equity Portfolio (GTCSX)

Performance (1-yr.): 37.97% Expenses: 0.93%
Performance (1-mo.): 5.28% Total Assets: $1.16B
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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