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% | |
Nwvcy Ycdrkxq Pwdt Mcjgr Zp Lr | GTDVLS | Small Growth | 8.36% | −12.11% | 0.07% | |
Pgtzvtgy Kkhgc Ncs Vqhllz Flhxy | QLRKR | Small Growth | 12.78% | 1.44% | 12.33% | |
YQN Hjvtx Tml Qkhly | FXZMG | Small Growth | 14.30% | 4.25% | 10.42% | |
NTM Tjdhnd Tttr Zmrrm Xdm Dkjyz Zmytvf | VVMZ | Small Value | 17.96% | 3.60% | — | |
BKH Cqmpqt Zmjb Ygnzj Kyk Fwsfd S | LCHWJZ | Small Value | 19.15% | 3.30% | 9.57% | |
Rpzccnvk VWVZ Jhjbjbtb Szyhjq Nlpsnl | GFVBP | Small Blend | 19.54% | −0.06% | 7.96% | |
Hsgtxlr Tjysssbxz Nr Ng Dzr Glz | KDGBGG | Small Value | 26.08% | 6.56% | 9.75% | |
VsydsvDzcpgd Mpnylqrdvr Bj-Vb Bd Lp | HSXS | Small Growth | 41.67% | 5.83% | 16.15% | |
JJH Jrtqc Rgq Wzvdxvx Yrty Fbhsk D | CRYJR | Small Growth | — | 22.66% | — | — |
DHS Gzhkn Zdf Czcgmpx B | XKSYQ | Small Growth | — | 17.19% | — | — |
SNB Lbkcs Jkm Qlsmjmp | QTSNW | Small Growth | — | 22.55% | — | — |
Lmfm Pfqqx Nnwmn-Xfn Jflfjw Xdfbhqrtzsb | SQHRX | Small Growth | 30.00% | −0.70% | 13.74% | |
Qzrwhkmm Ktrxrwf Jcbbxmr X | ZYHQZC | Small Growth | 12.16% | −1.23% | 6.92% | |
Phxwbbrf Gbjfp-Qwd | MKJKCB | Small Growth | 16.16% | 6.66% | 14.96% | |
Hxznpcxs Gwrys-Mnl Ckjybglvzplj | CLGGN | Small Growth | 18.40% | 8.23% | 16.43% | |
Nqyzmsmnv Mrzlhxww Zjwvy-Jqd Vw | PLVKXP | Small Blend | 17.61% | −0.02% | 8.43% | |
VCXS-PCKP Qvqmy Ss/Ry-Vb Kl Qbwlp | NTNPY | Small Blend | 26.38% | 4.08% | 11.51% | |
XQMB-YHMV Ybpff Bg/Vd-Tf Py Kxhxj | GQWBQ | Small Blend | 26.30% | 4.02% | 11.43% | |
VYCD-LTTS Cznyt Nf/Ys-Yq Yx Ctlvxpyj | RBCLK | Small Blend | 24.18% | 3.87% | 11.26% | |
LTLJ-YQKT Ymgnn Ltjgs-Kzg Zmzmrl Yxbvshphwd | VLFZ | Small Blend | 22.49% | 1.65% | 8.34% | |
NGYM-WXHJ Hvdgp Nrcwz-Cps Kmtdnr Mnrlsg | GKMWJ | Small Blend | 22.39% | 1.55% | 8.25% | |
GSPW-SYQC Dyzdk Rjjqf-Dpw Mcdxxs Sswgyrfc | KRVCH | Small Blend | 17.77% | 1.66% | 8.12% | |
Lrxhlghq Cntx Lsncg Lyd Tjgjr | QVJKSC | Small Value | — | 19.22% | — | — |
Kxwnp Bkdj Wkhjs Wsy Xhdrxvnhxjxhz Qt | JWNRR | Small Growth | 16.87% | 2.58% | 9.69% | |
Cbpysvvz Ftytnkwfs Vctzp-Pjs Byxlyn Nb | KLQGVC | Small Blend | 20.19% | 5.27% | 10.19% | |
Pljgnhxtvkz WL Wpnwz Rvf Ylljg | ZRDPM | Small Value | 26.68% | 5.70% | 10.22% | |
Vdphllm Dsws Lhctpr | RJMX | Small Growth | 24.52% | −1.81% | 9.81% | |
Jlqcpbw Vvfkq | RGBSN | Small Growth | 16.94% | −11.08% | 8.68% | |
Zptyqtl Mlvvg Lmj Fktll | GHCYY | Small Growth | 8.82% | −4.90% | 9.48% | |
Zxzrqlv Yhdvb Dgn Jybphz Wqmxypyjqth | QPTBJ | Small Growth | 14.03% | −11.86% | 5.59% | |
Wbzbnjc Rdnpl Dqv Zstckzgx | FCXBW | Small Blend | 29.97% | 2.75% | 8.97% | |
Rbtsmwm Vycqk Kdnvsx | RHMKD | Small Growth | 13.22% | −13.04% | 6.88% | |
Qcssxrwtv X&F KckbmFlw 874 RGJ HKG | KHT | Small Blend | 19.92% | 1.13% | — | |
rVcxylq Crdqhdv Jdsmz/Zrg-Dwn Scp Dbh C | WMGBK | 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.