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 Tributary Small Company Fund (FOSCX)

Performance (1-yr.): 24.14% Expenses: 1.23%
Performance (1-mo.): 4.37% Total Assets: $204.97M
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#42 Delaware Small Cap Core Fund (DCCAX)

Performance (1-yr.): 29.16% Expenses: 1.31%
Performance (1-mo.): 5.94% Total Assets: $305.76M
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#43 Goldman Sachs Small Cap Value (GSSMX)

Performance (1-yr.): 26.31% Expenses: 1.38%
Performance (1-mo.): 4.87% Total Assets: $6.32B
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#44 Loomis Sayles Small Cap Value Fund (LSSCX)

Performance (1-yr.): 24.13% Expenses: 1.08%
Performance (1-mo.): 4.73% Total Assets: $1.29B
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#44 SA U.S. Small Company Fund (SAUMX)

Performance (1-yr.): 24.23% Expenses: 1.20%
Performance (1-mo.): 4.59% Total Assets: $385.02M
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#46 Dreyfus/The Boston Company Small Cap Value Fund (STSVX)

Performance (1-yr.): 22.74% Expenses: 0.99%
Performance (1-mo.): 5.25% Total Assets: $354.03M
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#47 Invesco Select Companies Fund (ATIAX)

Performance (1-yr.): 19.18% Expenses: 1.20%
Performance (1-mo.): 3.26% Total Assets: $1.48B
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#48 Keeley Small-Mid Cap Value Fund (KSMVX)

Performance (1-yr.): 23.25% Expenses: 1.40%
Performance (1-mo.): 3.64% Total Assets: $316.8M
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#48 SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMSX)

Performance (1-yr.): 25.97% Expenses: 1.12%
Performance (1-mo.): 4.83% Total Assets: $593.45M
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#48 TETON Westwood Mighty Mites Fund (WMMAX)

Performance (1-yr.): 18.22% Expenses: 1.69%
Performance (1-mo.): 3.09% Total Assets: $1.38B
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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