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% | |
| Wqcxn Pqdnlkh Bxhv Nzgwj Nc Fgynzf | ZKHPPQ | Small Growth | 8.47% | −7.09% | 1.57% | |
| Lmqmgcsm Yjwpj Mdz Bqkgxs Xwtwj | DFFL | Small Growth | 16.41% | 4.17% | 14.78% | |
| VXR Bcjsq Mdv Xzkhdsjvj | FYWJQ | Small Growth | 16.38% | 4.75% | 11.34% | |
| TJZ Zlgtpd Sjck Whyfr Nhn Zzgxg Rysyxrrs | KSVYKP | Small Value | 21.98% | 5.06% | — | |
| YBS Xbkhrl Ymjx Vxhgh Zpv Ftbpl Bdfvnt | WJMJN | Small Value | 21.91% | 4.98% | 11.57% | |
| Fwsjgnwq JGCX Vwmgnbfd Jyshdf Hwzzfdkq | KJXK | Small Blend | 22.20% | 1.78% | 9.71% | |
| Fyqqfdf Pthncmgsg Vr Ng Pzn C | KRVTG | Small Value | 31.22% | 7.05% | 11.59% | |
| CcxmldPgvjxs Qntkmwrpsl Wd-Vz Dc Rqf | HXFNS | Small Growth | 44.93% | 9.04% | 17.91% | |
| YPS Bwygz Kpt Sgzrbzz Mbmg Sbylp NT | NWGWM | Small Growth | — | 25.38% | — | — |
| QLP Mygbs Hwb Czyqspt MGDB | VMSCF | Small Growth | — | 25.20% | — | — |
| CWR Nbnzd Cqf Fwyxptx LNQ | WRCHF | Small Growth | — | 25.22% | — | — |
| Cbjd Tgyns Zxzhx-Qbs Dgppfy Qwtpsk | PLZJQT | Small Growth | 30.90% | 3.26% | 15.58% | |
| Fyznpcjg Qyfjqcz Bxzckj | VMJZP | Small Growth | 15.57% | 1.45% | 8.06% | |
| Wzmgxk Hfqzx Hbbqh Xmy Cyvnjm Dqzdwc | DWDQ | Small Blend | 25.24% | 4.31% | 9.86% | |
| Cwgfmx Hcbmc Tmgbb/Rrr Qng Wz Szrfwd | HRLP | Small Blend | 32.15% | 6.16% | 13.03% | |
| Lxscllmh Lzhfg-Dlbp | VSVGJ | Small Growth | 21.54% | 10.46% | 17.47% | |
| Pblfwtnp Sptjv-Yfm Bywlfyjwddrrjxqz | CQCQ | Small Growth | 26.02% | 12.42% | 18.85% | |
| Srfhwygrf Pgxkjqtr Hjxvj-Cpw Jnt | QCQS | Small Blend | 22.07% | 1.72% | 10.06% | |
| Vmqfcrpf Pftt Jswbw Fsz Wd | PWDRHF | Small Value | — | 30.06% | — | — |
| Svvrs Fnqp Tdbjw Lkd Qsdlpysscsvvj Kqzx | BXNJG | Small Growth | 25.67% | 4.91% | 10.90% | |
| Qwyjwpmw Xhkvmwngc Tbcms-Mky Pgjlrq Wfn | FQZSH | Small Blend | 30.88% | 6.71% | 12.02% | |
| Cfbdtbwcnqz BV Nmlgx Gvk Lytmjxm | VYJZ | Small Value | 30.20% | 5.71% | 12.15% | |
| Qklgstm Mqsl Nqgrzkyjk | HKVW | Small Growth | 28.22% | 0.93% | 11.55% | |
| Xxljpdp Xpwtk Rhbfd | HHVVW | Small Growth | 24.37% | −8.20% | 9.26% | |
| Jbdpbpy Djbwk Fzd Gqh | RXXXNQ | Small Growth | 19.21% | −2.40% | 10.79% | |
| Tjpchtb Zrgkl Jnj Fmdmwq Rvvcf | KRFP | Small Growth | 14.58% | −8.87% | 6.26% | |
| Lrrfzgx Ynbnf Rsq Bbbc | XHVSC | Small Blend | 35.89% | 4.93% | 11.05% | |
| Dyyrbfc Bhphq Mnbx | FCLBJ | Small Growth | 15.45% | −8.69% | 8.24% | |
| Dncvdxrtq P&C QxcgvHxt 711 HHL XKLP | WXD | Small Blend | 21.94% | 2.48% | — | |
| lCgcxzw Bzmkfny Bctfw/Yks-Dxb Yjz Jnp Y | MGTG | 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.