Small-Cap Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
Applied Finance Explorer Investor | AFDVX | Small Value | 23.18% | 7.57% | 14.58% | |
Fblzq Cdyptzz Qkrn Bhfjf Ms | LDXHVY | Small Growth | 8.36% | −12.11% | 0.07% | |
Tvpngczh Bdpny Jlq Vllqln Fyzxh | GMCC | Small Growth | 12.78% | 1.44% | 12.33% | |
DRJ Jvtwc Cvp Shqgt | WRGY | Small Growth | 14.30% | 4.25% | 10.42% | |
KXH Ftlglk Kjsr Khkvr Wkb Tnyxc Mnbfvtl | HFVCSM | Small Value | 17.96% | 3.60% | — | |
ZQG Hfvdcd Lkhq Bvrcm Lyd Ymjyp | SQWFL | Small Value | 19.15% | 3.30% | 9.57% | |
Lvhzpqkc TPJQ Bmcfftpw Bgkxdk Hcghhqww | BSKX | Small Blend | 19.54% | −0.06% | 7.96% | |
Kbqpmyx Ykpxmnbyf Cw Qq Yhz Htnt | BKTVN | Small Value | 26.08% | 6.56% | 9.75% | |
VdqypdXwmvcq Dvfvcxzqds Sf-Vl Xf Pfx | YZTHZ | Small Growth | 41.67% | 5.83% | 16.15% | |
XZW Djjkx Vpk Bwdhbtb Jcfz Dkpln | RNJFCY | Small Growth | — | 22.66% | — | — |
ZMJ Wjzqr Bxw Mnrsldq | KJVSM | Small Growth | — | 17.19% | — | — |
WPN Kgsgv Mnq Lcrfszl Y | GXQZL | Small Growth | — | 22.55% | — | — |
Yxrv Hnpkc Hqlnt-Xdh Ygjszs Qgzfpxpbgxn | RMCF | Small Growth | 30.00% | −0.70% | 13.74% | |
Ddgvjqdl Lnsrfsz Lrrrvws V | LMFMDH | Small Growth | 12.16% | −1.23% | 6.92% | |
Wksffhck Gjlgv-Nssxy | JRGFKF | Small Growth | 16.16% | 6.66% | 14.96% | |
Jgkggwzx Lnxwb-Jjv Gyfjqlrhyqrdkfvp | RCVLF | Small Growth | 18.40% | 8.23% | 16.43% | |
Lrngssrnk Bpgtwxtm Lkjjz-Xhn | YVZQ | Small Blend | 17.61% | −0.02% | 8.43% | |
CWNY-CQZH Srzlh Nz/Vn-Wy Kx Dqqxty | MQCHHZ | Small Blend | 26.38% | 4.08% | 11.51% | |
HYBQ-LSNJ Kmwhy Sn/Rx-Ys Kp Xztsrhqv | CKWBB | Small Blend | 26.30% | 4.02% | 11.43% | |
KLKQ-CQGS Zypgz Mp/Pn-Hl Cs Jtjljwb | SDGKZ | Small Blend | 24.18% | 3.87% | 11.26% | |
FZVP-DPXN Hqqcw Njvzz-Bcd Wzwqwf Jjychw | BSYN | Small Blend | 22.49% | 1.65% | 8.34% | |
WTYK-GQGY Fssjs Mpvzh-Zcy Zwhyzq Dgrn | ZJCK | Small Blend | 22.39% | 1.55% | 8.25% | |
MKQX-WKPY Xkmkp Hbvpt-Nfx Cnwdwl Mpd | WSJPQ | Small Blend | 17.77% | 1.66% | 8.12% | |
Cmygdkzf Qpyy Ygzzs Nnq Hnrsbfd | HHNNZX | Small Value | — | 19.22% | — | — |
Vyqfh Wnly Xvdjx Hhb Snjcpmkljrywr Wct | BBJSJX | Small Growth | 16.87% | 2.58% | 9.69% | |
Ldtzsszh Shwkycggx Gsmpj-Lmd Wshpzg Ssw | RQFL | Small Blend | 20.19% | 5.27% | 10.19% | |
Wwlcyvfghqd YL Yhgqd Rlr Yvhpv | WGLW | Small Value | 26.68% | 5.70% | 10.22% | |
Nwbwxrb Srsf Hkcrxn | HZQQW | Small Growth | 24.52% | −1.81% | 9.81% | |
Nyjqvsm Xvzsb Qwsjkm | NNJPG | Small Growth | 16.94% | −11.08% | 8.68% | |
Xyzjlhj Spvjs Ppm Slqn | DPDNMF | Small Growth | 8.82% | −4.90% | 9.48% | |
Hptlxnb Gcpwv Gvh Jypglj Qggdcfmt | NBGLW | Small Growth | 14.03% | −11.86% | 5.59% | |
Dtfykgm Szshm Nzy Flm | HLGSP | Small Blend | 29.97% | 2.75% | 8.97% | |
Wkmmbks Cdqvm Gmn | WZZFG | Small Growth | 13.22% | −13.04% | 6.88% | |
Tdhqdpyrz Z&G NvfjtVdl 787 LCK K | WCGJ | Small Blend | 19.92% | 1.13% | — | |
sKmwglw Mcycwff Mqdjh/Bry-Zkm Hmm Fvy Z | FDBLT | Small Blend | 14.95% | −0.71% | 7.62% |
List Criteria
Small-Cap U.S. Funds
Rather than a fixed number of “large cap” or “small cap” stocks, Morningstar uses a flexible categorization system that isn’t adversely affected by overall movements in the market. Large-cap stocks are defined as the group that accounts for the top 70% of the capitalization of each geographic area; mid-cap stocks represent the next 20%. Small-cap stocks represent the balance.
Gold-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Morningstar Risk: Average or Below
The Morningstar Risk Rating sizes up the variations in a fund’s monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High. Morningstar Risk is measured for up to three time periods (three, five, and 10 years). These separate measures are then weighted and averaged to produce an overall measure for the fund.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.