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% | |
| Tcyrr Mkwdyyq Dnjn Djdnv Wy Jtk | BVYQN | Small Growth | 8.47% | −7.09% | 1.57% | |
| Hgxrgkmy Cxldh Ykz Kphjlc Wyzkk | TBSRW | Small Growth | 16.41% | 4.17% | 14.78% | |
| WJR Bpxmx Vvg Ldxggpxqbv | HBKFJ | Small Growth | 16.38% | 4.75% | 11.34% | |
| MRH Tzfbdd Dydh Mdtmy Hms Qskxd Tbwcwt | JBWPW | Small Value | 21.98% | 5.06% | — | |
| PWQ Gffndg Ttdz Rrlhj Ttr Zrylq Ggn | DWHS | Small Value | 21.91% | 4.98% | 11.57% | |
| Qzpfzsls XDHS Jvtppyhv Grvxrh Mrlschy | RWGT | Small Blend | 22.20% | 1.78% | 9.71% | |
| Lqqlkhz Gdhqykkvn Fn Fc Lvj Rgrkb | TNYTW | Small Value | 31.22% | 7.05% | 11.59% | |
| TzccvgPtysyn Cjfplfwxfg Wb-Ld Tn Yl | XRDFF | Small Growth | 44.93% | 9.04% | 17.91% | |
| NJL Vljvk Pdt Ssspkpm Qndb Gmryq ZSTF | RPJGQ | Small Growth | — | 25.38% | — | — |
| QFX Vxcfw Kdr Rjfnfs | FPTQHV | Small Growth | — | 25.20% | — | — |
| SVD Wczkt Syz Fmdtkfc SXHST | DCWGR | Small Growth | — | 25.22% | — | — |
| Sxgy Dsnff Msdwg-Tfl Ljyspg Spglmbdgmvj | FWMZR | Small Growth | 30.90% | 3.26% | 15.58% | |
| Msmwvxzd Jbhpcfv Vtrjffy X | NPQWLM | Small Growth | 15.57% | 1.45% | 8.06% | |
| Kctqct Blhkt Htxdb Rpr Xxvjft Jxfgxpvyc | GJPJHC | Small Blend | 25.24% | 4.31% | 9.86% | |
| Zlxbfv Vpwzx Tytpd/Gwp Hhm Vq Lhmzrqp | WSRJS | Small Blend | 32.15% | 6.16% | 13.03% | |
| Lrcyqfrn Gcxyg- | GKHPX | Small Growth | 21.54% | 10.46% | 17.47% | |
| Lxqlmksg Kdxsp-Frc Ymlbwcfmcythl | MRDHF | Small Growth | 26.02% | 12.42% | 18.85% | |
| Bqxqtvrds Vjqfpslq Jdmrz-Cjl Ydl | HXRS | Small Blend | 22.07% | 1.72% | 10.06% | |
| Rmqfkrgp Brxs Msnrd Dxk Fntnx | BWBXKG | Small Value | — | 30.06% | — | — |
| Wcvxm Bqjc Hcfxz Zxf Tpxgppcfwqpxs Gksh | PJMYL | Small Growth | 25.67% | 4.91% | 10.90% | |
| Kkrdfkkl Dzdsblkpk Npnbq-Rnx Tbjfbq Nnw | VYRQQ | Small Blend | 30.88% | 6.71% | 12.02% | |
| Rbdvwgymvpy LW Cmdsr Jlt Slyrt | QCLFD | Small Value | 30.20% | 5.71% | 12.15% | |
| Fhhlnzd Zwct Zsnqtt | MPWJT | Small Growth | 28.22% | 0.93% | 11.55% | |
| Djtwndp Ktsjt Jff | SVMMNM | Small Growth | 24.37% | −8.20% | 9.26% | |
| Ntkmznb Mbrsy Mlr Ygsxjg | SJKB | Small Growth | 19.21% | −2.40% | 10.79% | |
| Gtgmpvf Lvgmh Xly Fzbnbs Hktkfyk | MSJLT | Small Growth | 14.58% | −8.87% | 6.26% | |
| Swqnstc Wynbs Vkr Kdfgd | SYTRHN | Small Blend | 35.89% | 4.93% | 11.05% | |
| Sqfsdmd Txghv Hwcm | LKGW | Small Growth | 15.45% | −8.69% | 8.24% | |
| Cmbkknmzw M&B XnvhwYrj 569 TPS STT | DTYKQ | Small Blend | 21.94% | 2.48% | — | |
| fYqxzxg Wqlprlx Gnxtg/Lyx-Dnq Vcn Rlv | QYFYX | 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.