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.): 17.13% |
Expenses: 0.74% |
| Performance (1-mo.): 0.27% |
Total Assets: $41.45M |
| Performance (1-yr.): 18.49% |
Expenses: 0.76% |
| Performance (1-mo.): 0.54% |
Total Assets: $211.69M |
| Performance (1-yr.): 22.86% |
Expenses: 1.25% |
| Performance (1-mo.): 0.92% |
Total Assets: $145.46M |
| Performance (1-yr.): 17.20% |
Expenses: 1.50% |
| Performance (1-mo.): 1.15% |
Total Assets: $25.32M |
| Performance (1-yr.): 22.39% |
Expenses: 1.50% |
| Performance (1-mo.): 1.23% |
Total Assets: $1.9B |
| Performance (1-yr.): 19.06% |
Expenses: 0.53% |
| Performance (1-mo.): 0.79% |
Total Assets: $1.55B |
| Performance (1-yr.): 17.71% |
Expenses: 0.98% |
| Performance (1-mo.): 1.03% |
Total Assets: $447.87M |
| Performance (1-yr.): 16.76% |
Expenses: 1.33% |
| Performance (1-mo.): 1.61% |
Total Assets: $355.43M |
| Performance (1-yr.): 25.99% |
Expenses: 1.38% |
| Performance (1-mo.): 1.07% |
Total Assets: $2.76B |
| Performance (1-yr.): 18.78% |
Expenses: 0.52% |
| Performance (1-mo.): 0.79% |
Total Assets: $3.95B |
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- Top Performing Small Blend Funds as of 05.03.2013
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