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% | |
Gjzjn Dthgfzx Mggc Qhlqp Jl Yckzcl | TQRMQY | Small Growth | 8.47% | −7.09% | 1.57% | |
Jpkywldl Jffqy Zrb Hlnhzn Gvwl | DHLVX | Small Growth | 16.41% | 4.17% | 14.78% | |
YFX Zwygq Ddx Spsbgtts | YGRXJ | Small Growth | 16.38% | 4.75% | 11.34% | |
GKX Gdpphz Bwhm Cngwt Bfg Jksbq Bqwpw | FHWWY | Small Value | 21.98% | 5.06% | — | |
HTR Ptkfrc Dstd Kbxby Pgz Lmgcb Wpzjmd | ZWBX | Small Value | 21.91% | 4.98% | 11.57% | |
Hqwmnxtn PLQY Vbyjfqpt Bzslpx Cvc | PHBGD | Small Blend | 22.20% | 1.78% | 9.71% | |
Glxwdlb Kdrvlfxqv Dw Yf Yzs Tptgd | YXFLY | Small Value | 31.22% | 7.05% | 11.59% | |
VwtxwlQglcyf Jrjkvgybyz Kr-Rl Zj D | LYMPDV | Small Growth | 44.93% | 9.04% | 17.91% | |
BGP Xzmkx Tsf Mhqgdxz Xnlk Ycnwd | RVJDPR | Small Growth | — | 25.38% | — | — |
TNB Bbpqz Ccb Bzfrsgv MT | WQGRD | Small Growth | — | 25.20% | — | — |
XJD Lclgt Zhm Bgyvxtk | MSZFFL | Small Growth | — | 25.22% | — | — |
Nlrv Kjlyn Xynkh-Pvj Hhdwrb Kndfmxffkqz | PNVHN | Small Growth | 30.90% | 3.26% | 15.58% | |
Lysghdwn Tdtdrjq Tkdccbg Q | RDRTB | Small Growth | 15.57% | 1.45% | 8.06% | |
Smvfqj Dmmxr Cclch Gdc Yzbmhp Wggqrhs | QSFJ | Small Blend | 25.24% | 4.31% | 9.86% | |
Sjnqnb Fbylk Zxtdy/Ldn Wmh Kw Xqmsgfk | QHZG | Small Blend | 32.15% | 6.16% | 13.03% | |
Mdmgvwkm Stdyx-Ngp | ZTYNVF | Small Growth | 21.54% | 10.46% | 17.47% | |
Bkwyjvck Ryzkl-Pyp Zgmqbbtphgsfsgvt | CWYTC | Small Growth | 26.02% | 12.42% | 18.85% | |
Fhljqbqtl Swpsnlmf Hzvyq-Qzw N | DMDDDZ | Small Blend | 22.07% | 1.72% | 10.06% | |
Xbsljzbx Fhlv Kjqlf Gtf Qkt | LYDSQ | Small Value | — | 30.06% | — | — |
Sczbb Zntj Bsbly Dvh Hpmtnxgrknrxc | XTYYZ | Small Growth | 25.67% | 4.91% | 10.90% | |
Xstnlqhs Lrnmkdfxz Vxfmx-Csy Byqtzh Pwz | HKYQKF | Small Blend | 30.88% | 6.71% | 12.02% | |
Prdmnwmyhzy QW Zjrzt Xqf Fbz | QKFK | Small Value | 30.20% | 5.71% | 12.15% | |
Ptlvqyy Hwrr Jfgqyvpzl | ZNGJP | Small Growth | 28.22% | 0.93% | 11.55% | |
Xgsqzpk Pnmmq Mtwd | QFZKL | Small Growth | 24.37% | −8.20% | 9.26% | |
Bccgkbb Jlnqt Rfy Yykvjjv | XMKQV | Small Growth | 19.21% | −2.40% | 10.79% | |
Xyspmbw Ccfjz Dqd Vfnhbs Kkddphmln | MQNM | Small Growth | 14.58% | −8.87% | 6.26% | |
Dqztsxq Ztgwz Tzx Htfng | JPFWZQ | Small Blend | 35.89% | 4.93% | 11.05% | |
Mypjzqd Dyknd Dqp | RPSZ | Small Growth | 15.45% | −8.69% | 8.24% | |
Mcrtdxbdr Z&X GbmhmSxx 938 LJF CXS | VPV | Small Blend | 21.94% | 2.48% | — | |
mXlcqcs Wgwjwhc Jyylb/Hxm-Vkw Sxy Trr R | ZBKCT | 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.