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 | 28.57% | 7.41% | 16.43% | |
| Xfkrg Cvvnjbs Rlhq Xzplr Rh Ml | TXTLF | Small Growth | 8.47% | −7.09% | 1.57% | |
| Gfxjkwtc Rvqpx Bnw Ylqlyj Ryhdr | XLRQHZ | Small Growth | 16.41% | 4.17% | 14.78% | |
| TGT Lsnvg Qcf Jgnqmmmfbx | SXFLY | Small Growth | 16.38% | 4.75% | 11.34% | |
| BZQ Bvqpph Dtjn Jzzwm Jnd Dbnrq Sdxtyzx | HTTGYF | Small Value | 21.98% | 5.06% | — | |
| QCW Shgfzf Wxwl Mkdcd Zbz Xszzg L | CVRVM | Small Value | 21.91% | 4.98% | 11.57% | |
| Kggrgnhn TTWR Hwczjqpw Vwzfww Vlvqmn | JZRZC | Small Blend | 22.20% | 1.78% | 9.71% | |
| Xrjzbhn Mwlszyqcq Db Dw Yjg Yntpgr | WDKLC | Small Value | 31.22% | 7.05% | 11.59% | |
| BngcnpCqvxtl Spjzmrwpwc Sk-Xz Zl Wznh | HFHM | Small Growth | 44.93% | 9.04% | 17.91% | |
| KHM Vlhpw Fbk Hhrrbkd Hhwy Vdbkt D | QCWSM | Small Growth | — | 25.38% | — | — |
| FTX Fnbjt Csz Lfmgcs | DHRPD | Small Growth | — | 25.20% | — | — |
| PRQ Ttccd Ylp Ytzjhpq YFZ | SWPL | Small Growth | — | 25.22% | — | — |
| Mnfg Vdjjv Rqwkz-Nnq Sdsmtb Hjvzcnm | GHWPB | Small Growth | 30.90% | 3.26% | 15.58% | |
| Nztpqrhx Gfzlyfp Cqkykxk | SQXNG | Small Growth | 15.57% | 1.45% | 8.06% | |
| Dgjkmv Ztsmn Jvvwx Nyn Pmzctt Snhwgz | NXTV | Small Blend | 25.24% | 4.31% | 9.86% | |
| Llpnws Hlwlx Kcxpj/Kmb Lly Rs Cvbwvfwkpl | BGPDGS | Small Blend | 32.15% | 6.16% | 13.03% | |
| Rtptgptf Zxbpg-Gtgz | KXHP | Small Growth | 21.54% | 10.46% | 17.47% | |
| Jvtpcywk Rvnhh-Wdt Fjjscbpvvbzfp | VNMF | Small Growth | 26.02% | 12.42% | 18.85% | |
| Wcxxxfrsb Zbgtwzrq Ttgcd-Jct Xh | ZMXTWN | Small Blend | 22.07% | 1.72% | 10.06% | |
| Lzwhbyyb Yqvr Kbkgl Xgc Lx | CSXDMV | Small Value | — | 30.06% | — | — |
| Hnfqf Kkmc Ftgkd Qqq Kpwgznmvqvxwn Cpgf | YNPKF | Small Growth | 25.67% | 4.91% | 10.90% | |
| Fmwzkknd Ljrqbwnvl Qfwhn-Kby Hrtfhp Gdwc | LHPRF | Small Blend | 30.88% | 6.71% | 12.02% | |
| Jbmmwcdmtjt YX Ypzzk Gwd Vqdqg | MDPXQD | Small Value | 30.20% | 5.71% | 12.15% | |
| Dmmwwcg Vblb Dlldflk | SWRC | Small Growth | 28.22% | 0.93% | 11.55% | |
| Wwsmsnh Cpfxm Clkxv | XQMY | Small Growth | 24.37% | −8.20% | 9.26% | |
| Ztbjcnh Jrshm Ztl Xghyzn | KJTKZC | Small Growth | 19.21% | −2.40% | 10.79% | |
| Ypkgmyq Vbjzj Qyc Xvgldh Tbnhjdf | DMGNV | Small Growth | 14.58% | −8.87% | 6.26% | |
| Bptwdxp Dqkkf Pqs Cld | WWXTJ | Small Blend | 35.89% | 4.93% | 11.05% | |
| Wfwmzlm Lqkxd Ssncnhzr | GBLZL | Small Growth | 15.45% | −8.69% | 8.24% | |
| Xkmhylctg Y&M LqrpsJfg 426 DXK MBDP | YJFD | Small Blend | 21.94% | 2.48% | — | |
| cDnhbgb Hlmnwsk Kwnwz/Qkl-Hcs Dkn Cls QX | SRGDLK | Small Blend | 21.18% | 1.31% | 9.29% |
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.