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®

#51 Westcore Micro Cap Opportunity Fund (WTMIX)

Performance (1-yr.): 25.24% Expenses: 1.34%
Performance (1-mo.): 4.49% Total Assets: $34.99M
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#52 Lazard US Small-Mid Cap Equity Portfolio R6 (LZSCX)

Performance (1-yr.): 28.67% Expenses: 0.86%
Performance (1-mo.): 5.28% Total Assets: $311.76M
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#53 Berwyn Fund (BERWX)

Performance (1-yr.): 17.86% Expenses: 1.20%
Performance (1-mo.): 4.79% Total Assets: $444.18M
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#54 Columbia Select Smaller-Cap Value Fund (SSCVX)

Performance (1-yr.): 29.27% Expenses: 1.40%
Performance (1-mo.): 4.69% Total Assets: $504.61M
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#54 Perritt MicroCap Opportunities Fund (PRCGX)

Performance (1-yr.): 23.52% Expenses: 1.24%
Performance (1-mo.): 3.58% Total Assets: $483.29M
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#56 TIAA-CREF Small-Cap Equity Fund (TISEX)

Performance (1-yr.): 24.99% Expenses: 0.55%
Performance (1-mo.): 4.92% Total Assets: $2.5B
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#57 Cambiar Small Cap Fund (CAMSX)

Performance (1-yr.): 25.61% Expenses: 1.31%
Performance (1-mo.): 4.18% Total Assets: $1.44B
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#57 GRT Value Fund (GRTVX)

Performance (1-yr.): 29.25% Expenses: 1.69%
Performance (1-mo.): 4.57% Total Assets: $146.78M
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#59 PNC Multi Factor Small Cap Value (PMRRX)

Performance (1-yr.): 26.90% Expenses: 1.53%
Performance (1-mo.): 5.45% Total Assets: $26.07M
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#59 Royce Select I Fund (RYSFX)

Performance (1-yr.): 25.86% Expenses: 1.20%
Performance (1-mo.): 3.76% Total Assets: $47.68M
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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