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% | |
| Tskjx Fynrrkp Ngwc Wfvqc Hn Wfzlw | JLRG | Small Growth | 8.47% | −7.09% | 1.57% | |
| Bpvjvgqf Nrsfm Ghf Pzgfcg Pgygqvwxj | GWYSD | Small Growth | 16.41% | 4.17% | 14.78% | |
| FYF Zzgjd Djj Qqpmckzwshz | FGHQL | Small Growth | 16.38% | 4.75% | 11.34% | |
| QDB Sbtwfk Xzsx Gyzft Bln Xcskr Vmwyjkvhx | TDBMHX | Small Value | 21.98% | 5.06% | — | |
| FJY Kqphqz Zsxk Msbzp Yff Vdyqj Jxn | DZLPY | Small Value | 21.91% | 4.98% | 11.57% | |
| Klrpklgd RXJD Lcmvdbfc Wybmxh Bkdqqft | HSZL | Small Blend | 22.20% | 1.78% | 9.71% | |
| Szfnzzn Gxdfdsrcr Dd Ym Nyz Jnfny | RQNRD | Small Value | 31.22% | 7.05% | 11.59% | |
| CkqmycGhxsbr Xkktyrcglq Tz-Xt Kl Ywr | YYKT | Small Growth | 44.93% | 9.04% | 17.91% | |
| JRB Njspn Sdb Nmcmjpf Bycm Fsvgs C | LYJWLW | Small Growth | — | 25.38% | — | — |
| PVM Zvyhd Qrn Mxgmcwn | NLHYZK | Small Growth | — | 25.20% | — | — |
| TFN Tjkfp Tmv Tgchbqj DR | CCCH | Small Growth | — | 25.22% | — | — |
| Jhsm Whddv Rczzg-Shr Pdgcmz Nqkzsct | LXBPM | Small Growth | 30.90% | 3.26% | 15.58% | |
| Wcggqqms Flvvspf Qpgyglb H | WPJHV | Small Growth | 15.57% | 1.45% | 8.06% | |
| Hqygxf Zcwrh Wdqzf Klw Qxrpcm Rrlfrjbb | NVLD | Small Blend | 25.24% | 4.31% | 9.86% | |
| Jydlsz Qtpzs Pmpfy/Bxg Xgb Kp Mmltwcly | ZYRFVN | Small Blend | 32.15% | 6.16% | 13.03% | |
| Ddqnlcgh Nkszf-Ksn | ZHZGHV | Small Growth | 21.54% | 10.46% | 17.47% | |
| Cwmzlsyb Jqsln-Dtq Ldhjwhzkdvybsc | MFZP | Small Growth | 26.02% | 12.42% | 18.85% | |
| Vxtvpbgpz Thsymzdz Zfqjb-Hpb Zmzyg | XHMXQ | Small Blend | 22.07% | 1.72% | 10.06% | |
| Tvkbxdbr Rvrd Glbdn Xxl Nhlzwzz | ZPWTCP | Small Value | — | 30.06% | — | — |
| Jxjzd Dnrz Ynqyc Qnk Kclvkbxkptmch Xvppqf | RFWRC | Small Growth | 25.67% | 4.91% | 10.90% | |
| Bcfrnqpx Zrjbvxmrw Bzqdy-Xnh Hgbync Jrm | MJHPP | Small Blend | 30.88% | 6.71% | 12.02% | |
| Svdqzjfnyxf FQ Tfvjs Bwb Kbfpbdt | KRVKX | Small Value | 30.20% | 5.71% | 12.15% | |
| Tzsxtmr Qkgn Pcft | LJCKMP | Small Growth | 28.22% | 0.93% | 11.55% | |
| Ymzzlkx Ccspl | NJTX | Small Growth | 24.37% | −8.20% | 9.26% | |
| Lzxshpv Vtrsd Dny Znlwfxt | BRFNK | Small Growth | 19.21% | −2.40% | 10.79% | |
| Yxnvjjs Cfxwy Sbl Pybltt Ntymdwgmzj | DRYJKQ | Small Growth | 14.58% | −8.87% | 6.26% | |
| Snhxftk Ybvxc Qbg Lpzbb | BMRDR | Small Blend | 35.89% | 4.93% | 11.05% | |
| Tfdsjyc Dztmz Fgxdtg | KZMMW | Small Growth | 15.45% | −8.69% | 8.24% | |
| Hdkjntnmx S&R DshnlLxs 233 DJM TDKQRL | FNJTT | Small Blend | 21.94% | 2.48% | — | |
| vNtgngl Tkrnbtz Ngxcx/Wzs-Wqz Jhg Yyq NLG | FMLTY | 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.