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 Fidelity® Small Cap Discovery Fund (FSCRX)

Performance (1-yr.): 20.02% Expenses: 1.06%
Performance (1-mo.): 1.78% Total Assets: $6.69B
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#31 Principal SmallCap Blend Fund (PLLAX)

Performance (1-yr.): 31.37% Expenses: 1.46%
Performance (1-mo.): 0.13% Total Assets: $541.09M
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#33 SSgA Dynamic Small Cap Fund (SVSCX)

Performance (1-yr.): 26.56% Expenses: 1.27%
Performance (1-mo.): 0.22% Total Assets: $24.1M
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#34 Principal SmallCap S&P 600 Index Fund (PSSNX)

Performance (1-yr.): 26.52% Expenses: 0.96%
Performance (1-mo.): 0.56% Total Assets: $1.09B
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#35 TFS Small Cap Fund (TFSSX)

Performance (1-yr.): 29.99% Expenses: 1.50%
Performance (1-mo.): 1.02% Total Assets: $94.86M
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#36 Bridgeway Ultra Small Company Market Fund (BRSIX)

Performance (1-yr.): 35.33% Expenses: 0.86%
Performance (1-mo.): 0.97% Total Assets: $438.16M
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#37 SA U.S. Small Company Fund (SAUMX)

Performance (1-yr.): 26.84% Expenses: 1.20%
Performance (1-mo.): 0.52% Total Assets: $368.44M
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#37 Steward Small-Mid Cap Enhanced Index Fund (TRDFX)

Performance (1-yr.): 24.32% Expenses: 0.95%
Performance (1-mo.): 0.44% Total Assets: $132.79M
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#39 Fidelity® Small Cap Enhanced Index Fund (FCPEX)

Performance (1-yr.): 24.67% Expenses: 0.76%
Performance (1-mo.): 0.39% Total Assets: $419.81M
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#40 Westcore Micro Cap Opportunity Fund (WTMIX)

Performance (1-yr.): 30.89% Expenses: 1.31%
Performance (1-mo.): 0.06% Total Assets: $36.12M
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Top Performing Small Blend Funds As of 04.22.2014

Royce Micro-Cap Discovery Fund (RYDFX)

Total Return: 3.14%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 3.12%

Paradigm Value Fund (PVFAX)

Total Return: 2.76%

Touchstone Small Cap Value Opportunities Fund (TSOAX)

Total Return: 38.98%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 35.80%

Bridgeway Ultra Small Company Market Fund (BRSIX)

Total Return: 35.33%

Kinetics Small Cap Opportunities Fund (KSOAX)

Total Return: 19.87%

Hodges Small Cap Fund (HDPSX)

Total Return: 19.20%

AMG SouthernSun Small Cap Fund (SSSFX)

Total Return: 18.04%

* Annualized