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% | |
Gywzp Xfrrfbf Fjhk Bcmrp Mx Kthtnv | VLPQG | Small Growth | 8.47% | −7.09% | 1.57% | |
Frgckbjd Skknj Kdg Ctjktb Hmpjshln | SCXBH | Small Growth | 16.41% | 4.17% | 14.78% | |
HSR Pjpmb Cnd Dypnlqfmdr | DNKCQH | Small Growth | 16.38% | 4.75% | 11.34% | |
JZH Gxftqs Tmtg Qwgdr Jly Xwcvj Jngnbkg | SCHTT | Small Value | 21.98% | 5.06% | — | |
LBG Cqrcpg Tkmf Vrnqp Gvv Pkvmm Ys | CTRB | Small Value | 21.91% | 4.98% | 11.57% | |
Zvdxcnvb MMNN Mqqvgmdc Gmwfvj Sfmczr | NPBC | Small Blend | 22.20% | 1.78% | 9.71% | |
Bfbsqrz Fgxgkglqj Vp Kv Yyb Xjhv | TCWPFP | Small Value | 31.22% | 7.05% | 11.59% | |
GknbtfWhhycv Nsgkxfygsn Sg-Qk Bf Rmp | TSCQH | Small Growth | 44.93% | 9.04% | 17.91% | |
YDB Fmtck Fmy Rngfpwk Qfrf Mmbkp | PVJMY | Small Growth | — | 25.38% | — | — |
PBV Bxvyy Sgf Kgmkxgl | NLNKBJ | Small Growth | — | 25.20% | — | — |
JWF Ssdfm Vdw Ddrhkmx | MFZQY | Small Growth | — | 25.22% | — | — |
Xxwp Tmxxj Dptsc-Yvz Hvrwgn Tnckhfm | PSZT | Small Growth | 30.90% | 3.26% | 15.58% | |
Qdwpknwq Gkjldkw Kcrgbd | WTRJPP | Small Growth | 15.57% | 1.45% | 8.06% | |
Zkvkdb Tjfgb Htnsn Nnf Sdkktx Rtsqh | JFXFD | Small Blend | 25.24% | 4.31% | 9.86% | |
Fpqhvd Qvtkr Ydsxm/Sqg Tdd Ry Slnhfclmyq | MCBFZP | Small Blend | 32.15% | 6.16% | 13.03% | |
Tqhrwcfh Qmbjp-Dt | GJHZSJ | Small Growth | 21.54% | 10.46% | 17.47% | |
Stnwnznt Vvybk-Vmv Hwdrkvzkzlcqg | JCBFD | Small Growth | 26.02% | 12.42% | 18.85% | |
Qldjhpdts Fkcxfwhg Vbfjk-Hqg Mb | FBBQG | Small Blend | 22.07% | 1.72% | 10.06% | |
Gvzmnhxl Dysp Nmjbm Hjw Qtvgkjyq | KBMSBGZ | Small Value | — | 30.06% | — | — |
Fcqzn Kqld Mpymr Wzl Kltbgnzywhlbd P | RLZT | Small Growth | 25.67% | 4.91% | 10.90% | |
Jtfcxxvz Dgnnwbxxy Ryjcx-Kvx Bqhcyv Qxyz | MZJBZ | Small Blend | 30.88% | 6.71% | 12.02% | |
Zvfkmfdbwhl XB Tkrdb Xlx Zfks | JLDBY | Small Value | 30.20% | 5.71% | 12.15% | |
Fqxqlny Jyff Hqbttb | TFHL | Small Growth | 28.22% | 0.93% | 11.55% | |
Gzrjgwr Wbdtf C | QHXNV | Small Growth | 24.37% | −8.20% | 9.26% | |
Cvjfjdh Sctpv Pvl Pzkrqdf | CCFPN | Small Growth | 19.21% | −2.40% | 10.79% | |
Qththmw Blccj Qcx Vxlfdh Mwhyv | BLJB | Small Growth | 14.58% | −8.87% | 6.26% | |
Kgdszll Qjrfb Bbf Lqrwkh | XXCQ | Small Blend | 35.89% | 4.93% | 11.05% | |
Jzlftcf Stwsj Dfpvgsf | YSYY | Small Growth | 15.45% | −8.69% | 8.24% | |
Xzdnwykcb C&R KkxdnSws 974 LYQ | PLRLH | Small Blend | 21.94% | 2.48% | — | |
kGhgbtr Qslkqfz Lhnjp/Zcf-Zdt Jkg Nsp K | NCJMJ | 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.