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®

#41 Delaware Small Cap Core Fund (DCCAX)

Performance (1-yr.): 34.94% Expenses: 1.36%
Performance (1-mo.): 4.78% Total Assets: $240.82M
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#41 Principal SmallCap S&P 600 Index Fund (PSSNX)

Performance (1-yr.): 31.01% Expenses: 0.94%
Performance (1-mo.): 4.38% Total Assets: $1.07B
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#43 SA U.S. Small Company Fund (SAUMX)

Performance (1-yr.): 32.26% Expenses: 1.20%
Performance (1-mo.): 4.40% Total Assets: $365.77M
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#44 RBC Enterprise Fund (TETAX)

Performance (1-yr.): 32.50% Expenses: 1.33%
Performance (1-mo.): 5.07% Total Assets: $145.09M
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#45 Northern Small Cap Core Fund (NSGRX)

Performance (1-yr.): 31.02% Expenses: 0.76%
Performance (1-mo.): 4.48% Total Assets: $191.52M
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#46 Gabelli Small Cap Growth Fund (GCASX)

Performance (1-yr.): 27.03% Expenses: 1.39%
Performance (1-mo.): 4.56% Total Assets: $3.63B
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#47 TETON Westwood Mighty Mites Fund (WMMAX)

Performance (1-yr.): 29.99% Expenses: 1.69%
Performance (1-mo.): 2.78% Total Assets: $1.29B
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#47 TIAA-CREF Small-Cap Equity Fund (TISEX)

Performance (1-yr.): 34.17% Expenses: 0.55%
Performance (1-mo.): 4.48% Total Assets: $2.55B
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#49 American Beacon Small Cap Index Fund (ASCIX)

Performance (1-yr.): 31.63% Expenses: 0.21%
Performance (1-mo.): 4.72% Total Assets: $316.92M
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#49 Berwyn Fund (BERWX)

Performance (1-yr.): 26.94% Expenses: 1.20%
Performance (1-mo.): 3.03% Total Assets: $502.0M
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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