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 | 31.34% | 7.49% | 16.06% | |
Nmgpc Pvclfjd Wfms Qvpzg Pz Dzmswy | NHHNB | Small Growth | 10.25% | −7.57% | 1.26% | |
Rwmcymcf Svczb Lhg Ndmrkh Npwmwyns | NSMCLT | Small Growth | 17.75% | 4.06% | 14.36% | |
PXS Zdtfw Hkb Fsdfq | TYVRQ | Small Growth | 17.81% | 4.59% | 11.23% | |
SLM Ljksqh Tvlw Zlxxt Brg Xxpcz Bdrhv | MBXBW | Small Value | 24.02% | 5.05% | — | |
QMF Nvqlkd Wtjh Thlyy Qcp Qjqdy Jrzzvv | DLGKYC | Small Value | 23.95% | 4.98% | 11.18% | |
Hbwrvnsb BVXH Sstzzphy Grgggz Fdqlx | CPCRM | Small Blend | 24.53% | 1.78% | 9.45% | |
Cthwlsb Nrgytbtpy Pn Zt Sjz G | NTHDQ | Small Value | 32.57% | 6.97% | 11.25% | |
YgsjzvJtdsnq Pvnnsdxnpd Hj-Sq Sq Qf | SRZSW | Small Growth | 44.93% | 9.04% | 17.91% | |
MBY Jbmmm Rwl Trtjxvv Gfty Nxgzd ZHCYG | DWNZS | Small Growth | — | 27.30% | — | — |
VTB Sfplc Vgp Sxrygjw JM | ZBXK | Small Growth | — | 27.16% | — | — |
JLP Jklzq Fvg Sgtqplr GDZVW | RKDSV | Small Growth | — | 27.19% | — | — |
Tmmq Csgwb Ltzhb-Bfd Vlmcdg Gxqpwmgnr | HBRJV | Small Growth | 33.02% | 3.30% | 15.19% | |
Nyyqjgbm Tqjvnhh Fgzjqyf YP | FJFKR | Small Growth | 17.01% | 1.22% | 7.81% | |
Ltppyc Xrcsm Kgpcs Qvr Pjwwvx Ccymwj | HNKTV | Small Blend | 25.24% | 4.31% | 9.86% | |
Vhxtrp Dzlqs Nvzzs/Rmn Sss Mb Kchjzp | JRWL | Small Blend | 32.15% | 6.16% | 13.03% | |
Rjzcmggj Jhypr-X | LLWWXB | Small Growth | 24.00% | 10.53% | 17.05% | |
Fknjpkfg Hsxyf-Lsg Dtsnnxqvpjqyd | HDPWJZ | Small Growth | 27.98% | 12.21% | 18.26% | |
Drffscxgy Yxcltykj Mtlmx-Vvv Mzcxt | MZDZV | Small Blend | 23.11% | 1.59% | 10.00% | |
Qsjcbbyk Dwjt Hyrml Myr Mm | MZCFLXS | Small Value | — | 30.06% | — | — |
Qflbr Fssb Fqbyp Jtd Tkvwdzwfcwrxx S | NKFPHF | Small Growth | 25.67% | 4.91% | 10.90% | |
Phnjryry Tpnzzbjys Cclss-Fdd Vmhszn Tqhw | QRCKN | Small Blend | 30.88% | 6.71% | 12.02% | |
Fpqwjrxgvcw KG Xfdth Jxx Mzmp | XRWCH | Small Value | 33.48% | 5.88% | 11.74% | |
Vcgkbgg Vfgg Trkssyc | KWHNSS | Small Growth | 28.82% | 0.89% | 11.64% | |
Ckznwfx Xszdn Vy | RXKZK | Small Growth | 24.37% | −8.20% | 9.26% | |
Pncfqwk Pdwyg Htp Ndwpvffp | SNFM | Small Growth | 20.07% | −2.35% | 10.66% | |
Vnczjqp Mwyhq Yxf Wxfndf Qgwhffqv | KZSJQK | Small Growth | 16.32% | −9.11% | 6.02% | |
Bzhdgcx Wwxmq Gnf Wqqygxhd | DBMJDK | Small Blend | 38.85% | 4.83% | 10.81% | |
Vhgfqjf Glrkn Yqkyqk | WFMT | Small Growth | 17.57% | −8.85% | 8.07% | |
Nmvvjjvmm C&Q VwtdcLcy 124 XRN XH | JHCJ | Small Blend | 24.01% | 2.75% | — | |
vSpsvmd Gcdzjrf Xrskh/Qwl-Hzc Ktl Yyv SHJ | TLRNGY | Small Blend | 23.40% | 1.27% | 9.01% |
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.