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®

#31 GE Institutional Small Cap Equity Fund (GSVIX)

Performance (1-yr.): 24.32% Expenses: 0.89%
Performance (1-mo.): 4.74% Total Assets: $1.39B
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#32 Bridgeway Ultra Small Company Market Fund (BRSIX)

Performance (1-yr.): 25.48% Expenses: 0.86%
Performance (1-mo.): 4.36% Total Assets: $424.69M
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#32 Principal SmallCap S&P 600 Index Fund (PSSNX)

Performance (1-yr.): 24.31% Expenses: 0.96%
Performance (1-mo.): 4.66% Total Assets: $1.11B
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#34 Pax World Small Cap Fund (PXSIX)

Performance (1-yr.): 26.44% Expenses: 0.99%
Performance (1-mo.): 4.20% Total Assets: $128.26M
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#35 Vantagepoint Discovery Fund (VPDSX)

Performance (1-yr.): 28.21% Expenses: 0.96%
Performance (1-mo.): 5.03% Total Assets: $290.89M
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#36 JPMorgan U.S. Small Company Fund (JTUAX)

Performance (1-yr.): 25.86% Expenses: 1.27%
Performance (1-mo.): 5.11% Total Assets: $562.71M
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#37 American Century Small Company Fund (ASQAX)

Performance (1-yr.): 26.54% Expenses: 1.13%
Performance (1-mo.): 4.48% Total Assets: $414.3M
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#38 Harbor Small Cap Value Fund (HASCX)

Performance (1-yr.): 22.55% Expenses: 0.84%
Performance (1-mo.): 4.21% Total Assets: $586.13M
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#39 Principal SmallCap Blend Fund (PLLAX)

Performance (1-yr.): 33.39% Expenses: 1.46%
Performance (1-mo.): 5.08% Total Assets: $547.18M
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#40 Nuveen NWQ Small/Mid Cap Value Fund (NSMAX)

Performance (1-yr.): 22.33% Expenses: 1.32%
Performance (1-mo.): 4.64% Total Assets: $66.27M
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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