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®
| Performance (1-yr.): 19.10% |
Expenses: 1.20% |
| Performance (1-mo.): 0.09% |
Total Assets: $378.5M |
| Performance (1-yr.): 19.14% |
Expenses: 0.76% |
| Performance (1-mo.): 0.54% |
Total Assets: $191.68M |
| Performance (1-yr.): 19.02% |
Expenses: 0.86% |
| Performance (1-mo.): 1.00% |
Total Assets: $554.9M |
| Performance (1-yr.): 17.86% |
Expenses: 0.69% |
| Performance (1-mo.): 0.11% |
Total Assets: $248.7M |
| Performance (1-yr.): 22.08% |
Expenses: 1.33% |
| Performance (1-mo.): 2.10% |
Total Assets: $120.91M |
| Performance (1-yr.): 21.01% |
Expenses: 1.44% |
| Performance (1-mo.): 0.11% |
Total Assets: $199.36M |
| Performance (1-yr.): 18.59% |
Expenses: 1.53% |
| Performance (1-mo.): 1.97% |
Total Assets: $13.61M |
| Performance (1-yr.): 18.90% |
Expenses: 0.37% |
| Performance (1-mo.): 0.82% |
Total Assets: $5.52B |
| Performance (1-yr.): 25.86% |
Expenses: 1.09% |
| Performance (1-mo.): 0.78% |
Total Assets: $926.0M |
| Performance (1-yr.): 16.93% |
Expenses: 0.47% |
| Performance (1-mo.): 0.30% |
Total Assets: $2.11B |
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- Top Performing Small Blend Funds as of 05.03.2013
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