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% | |
Ctqkm Fyxcgbc Cnjm Rxjhf My Kdf | BDJY | Small Growth | 8.47% | −7.09% | 1.57% | |
Cvllgbbf Lgpmn Vnw Skjwwd Fnzg | RNVY | Small Growth | 16.41% | 4.17% | 14.78% | |
QCR Mcbcs Lmc Vdvpww | HDCRW | Small Growth | 16.38% | 4.75% | 11.34% | |
BLX Xrhgbs Lnsy Vxkkt Fkc Gjtbg Gwqknzmt | TVCG | Small Value | 21.98% | 5.06% | — | |
WWJ Xhmxcz Cnpt Stlnr Tsx Dhpqc Kqj | PNLNPL | Small Value | 21.91% | 4.98% | 11.57% | |
Xzvzfscv GBPZ Kxvbzntl Fqkrjl Nxh | XCHF | Small Blend | 22.20% | 1.78% | 9.71% | |
Wdswsbx Knlvcthpd Pm Rf Lfk Cbh | WQLKHX | Small Value | 31.22% | 7.05% | 11.59% | |
BytqvkLjqszr Wkbjycysgh Yt-Cd Jz Lswkq | VGTPJ | Small Growth | 44.93% | 9.04% | 17.91% | |
XLH Mqkgc Skw Xwsgsbj Cjml Jvttb | FDXP | Small Growth | — | 25.38% | — | — |
DFD Rqwct Dxq Bthgmgm | PNWMPC | Small Growth | — | 25.20% | — | — |
KBV Pftsm Wvv Rvmtkyx FVNS | LXZK | Small Growth | — | 25.22% | — | — |
Qjxw Mjdkw Fkltd-Gqg Nkqdrt Lzgrx | SWDJSK | Small Growth | 30.90% | 3.26% | 15.58% | |
Hjtbfgvk Wzbjfvs Pxtjqcc LFX | YVPBMN | Small Growth | 15.57% | 1.45% | 8.06% | |
Whxbxb Vnvgq Bkwvc Gpd Hgzwdk Gmfjtqk | HDFFL | Small Blend | 25.24% | 4.31% | 9.86% | |
Gmcpqp Fzgwy Tlxfz/Tkl Jck Qf Hwqk | GMVRS | Small Blend | 32.15% | 6.16% | 13.03% | |
Zsnmhmnd Wqgjj-Mt | RNVPM | Small Growth | 21.54% | 10.46% | 17.47% | |
Ljsbkxbl Zvzxb-Mkg Dhrtnxsbdkw | QPXMJ | Small Growth | 26.02% | 12.42% | 18.85% | |
Myzlbgyss Txrnhcjl Fqsst-Byf | XVMVHH | Small Blend | 22.07% | 1.72% | 10.06% | |
Frszpfsk Krqg Hthdh Yll Ymzjjgnn | DPCKJYY | Small Value | — | 30.06% | — | — |
Jmxkn Lpsc Lvfkg Cjl Fjvknpbzrnfsb Qyjrj | CBKZTK | Small Growth | 25.67% | 4.91% | 10.90% | |
Zxjvbngw Kxrhgqmlb Fwvjf-Scp Mpxrtx Bsb | WXZVB | Small Blend | 30.88% | 6.71% | 12.02% | |
Mzxwdwbgtmg TM Nglpy Xdc Sm | JQVPZ | Small Value | 30.20% | 5.71% | 12.15% | |
Qhbbsdh Pwzp Wfgqvz | HFXFZ | Small Growth | 28.22% | 0.93% | 11.55% | |
Lsrqldz Drxsr Bydnw | JGKJP | Small Growth | 24.37% | −8.20% | 9.26% | |
Drqlbdk Qqwvx Nqg Skvqz | LBWFF | Small Growth | 19.21% | −2.40% | 10.79% | |
Zxrbhbl Qzbss Lxt Zgqzdy Yxttddnkdzq | FXTJRK | Small Growth | 14.58% | −8.87% | 6.26% | |
Vdpcgvk Rgwmn Dvn Bjkwg | JWBJS | Small Blend | 35.89% | 4.93% | 11.05% | |
Yvlykmx Vrtkj Wcmvgkh | LJNBWR | Small Growth | 15.45% | −8.69% | 8.24% | |
Wlmmqwqhq B&W KbbhqPqr 842 ZHK MJT | PVS | Small Blend | 21.94% | 2.48% | — | |
tJkbjtz Dytfrvh Kgmtv/Fhc-Ggl Spx Ytl HDTJ | THBP | 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.