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®
#50 Fidelity Advisor Small Cap Opportunities Fund (FSOPX)
| Performance (1-yr.): 13.52% | Expenses: 1.12% |
| Performance (1-mo.): 0.00% | Total Assets: $2.82B |
#50 Timothy Plan Small Cap Value Fund (TPLNX)
| Performance (1-yr.): 20.85% | Expenses: 1.60% |
| Performance (1-mo.): 1.19% | Total Assets: $60.89M |
#53 RBC Small Cap Core Fund (TEEAX)
| Performance (1-yr.): 17.10% | Expenses: 1.15% |
| Performance (1-mo.): 1.20% | Total Assets: $107.52M |
#53 SSgA Small Cap Fund (SVSCX)
| Performance (1-yr.): 21.36% | Expenses: 1.25% |
| Performance (1-mo.): 0.34% | Total Assets: $14.13M |
#55 MassMutual Premier Small/Mid Cap Opportunities Fund (DLBMX)
| Performance (1-yr.): 20.08% | Expenses: 1.23% |
| Performance (1-mo.): 0.31% | Total Assets: $153.78M |
#55 Principal SmallCap S&P 600 Index Fund (PSSNX)
| Performance (1-yr.): 16.22% | Expenses: 0.94% |
| Performance (1-mo.): 0.34% | Total Assets: $700.18M |
#57 Kinetics Small Cap Opportunities Fund (KSOAX)
| Performance (1-yr.): 31.26% | Expenses: 1.89% |
| Performance (1-mo.): 5.02% | Total Assets: $136.9M |
#57 Thrivent Partner Small Cap Value Fund (AALVX)
| Performance (1-yr.): 18.12% | Expenses: 1.63% |
| Performance (1-mo.): 0.66% | Total Assets: $248.11M |
#59 SSgA Enhanced Small Cap Fund (SESPX)
| Performance (1-yr.): 19.89% | Expenses: 0.75% |
| Performance (1-mo.): 0.37% | Total Assets: $29.8M |
#60 John Hancock II Small Cap Opportunity Fund (JISOX)
| Performance (1-yr.): 19.02% | Expenses: 1.04% |
| Performance (1-mo.): 0.93% | Total Assets: $172.08M |
