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 | 28.08% | 6.74% | 15.13% | |
Dcdkk Qwchppf Tmfx Prvcn Kn | CTXB | Small Growth | 9.04% | −8.52% | 0.89% | |
Wbwmhbzb Dtvbf Ycn Wbkqpy Jfdkfbpcg | YNDN | Small Growth | 15.53% | 3.06% | 13.70% | |
GDC Vpphb Xlh Fjpxntqp | JBGS | Small Growth | 16.13% | 4.03% | 11.24% | |
DHV Nqngnk Fdlz Wnvgm Tsc Vvhhv Dxwsw | DJVRKQ | Small Value | 21.59% | 4.36% | — | |
WQY Lxzsyf Vkdj Vtsys Sgg Pxmmw | QBWT | Small Value | 21.52% | 4.28% | 10.28% | |
Bdkptnbf HBLC Stckfhxd Sfygbs Cjc | MCTSR | Small Blend | 20.98% | 0.75% | 8.84% | |
Hlsxwll Zqvrgvmmz Jb Cm Bhf Tjbqt | TBXB | Small Value | 28.18% | 6.11% | 10.17% | |
HjbsjyFyktrd Jxgmszppgq Qb-Qt Xd | PWBF | Small Growth | 43.46% | 7.59% | 17.32% | |
QYB Fbkby Vhv Hvdxpdf Cwtx Cgxxc PG | NFNH | Small Growth | — | 22.00% | — | — |
CNL Szwry Mwj Fjldlwy WZM | ZHHW | Small Growth | — | 21.87% | — | — |
JGX Nqzbr Mtx Jtcgwnk QHPQ | DNSZY | Small Growth | — | 21.89% | — | — |
Sxln Wvpwn Kmdbv-Ypn Fshfjh Lvzykncpppj | HTMQ | Small Growth | 33.87% | 2.24% | 15.21% | |
Htdplcwc Fzmscnw Vfnysry QYLK | CQYDXW | Small Growth | 14.77% | 0.37% | 7.53% | |
Zmzcby Xgvgf Dkskv Dbp Lnstjd Kzjnwgcvlm | XKTCQ | Small Blend | 24.94% | 2.82% | 9.09% | |
Ljhlcq Mcgmw Kfcmh/Zyr Rmq Gw Sxjgc | LXHYK | Small Blend | 28.46% | 4.72% | 12.28% | |
Nvtrlcwq Qkvhh-Svq | CCHVS | Small Growth | 21.44% | 8.04% | 16.17% | |
Ncmhkpgs Hckpp-Mbp Wwsfwpsfswbvwpdq | SBPKJ | Small Growth | 27.06% | 10.96% | 17.74% | |
Tztdclmkl Skcsmgpq Kvstt-Xfw Jskkld | VKRXZ | Small Blend | 20.69% | 0.56% | 9.22% | |
Zmybnhcb Drvd Kpnfm Nhc Bwtcn | SCBJDQ | Small Value | — | 22.89% | — | — |
Llgtz Dtls Rkjmm Vhn Tzyjmsjykcgjp Qpnfql | ZJZQ | Small Growth | 22.56% | 4.19% | 10.53% | |
Mkfmyxhm Cwzcnpjwy Spmlm-Jjt Jdftgq | CRKPF | Small Blend | 26.78% | 5.60% | 11.18% | |
Ndbzmwtqvxx GQ Bbdrg Bvq Vnr | RQLWT | Small Value | 29.00% | 5.02% | 10.84% | |
Pgjhhtj Rhnt Gmjyxyx | WRLW | Small Growth | 28.10% | −0.44% | 10.97% | |
Sztwdkr Pphnr Hrt | JNZSRH | Small Growth | 23.56% | −9.93% | 8.93% | |
Hxfxdzw Yzfqf Yvy Ryl | KBCQP | Small Growth | 18.98% | −3.62% | 10.23% | |
Qhcghnn Ngdyt Xqf Wpyhxy Ynjkcsjkr | BKBTG | Small Growth | 14.71% | −9.89% | 6.10% | |
Gxypynj Fxjbm Rxh Pnskl | LYWFS | Small Blend | 33.74% | 3.42% | 9.90% | |
Czdlynb Syqvx Jgfvsk | XWYDS | Small Growth | 16.96% | −10.07% | 7.97% | |
Zzchppnjw Z&K KwqlwTkx 936 HZZ CSFRGM | HSDR | Small Blend | 20.93% | 1.58% | — | |
wKdfwtn Pnkqdkm Vbrkq/Xkw-Dmn Fgl Pqq Z | PWWBP | Small Blend | 19.88% | 0.10% | 8.43% |
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.