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 | 31.59% | 7.56% | 16.24% | |
Jylzt Zwvfrvc Hkzp Zkwcn Tf Q | CKDLR | Small Growth | 9.00% | −7.90% | 1.44% | |
Czlhndwk Xgvqz Cyz Fgjfyh Zwwnwqr | HVKDYY | Small Growth | 18.34% | 4.16% | 14.67% | |
XTJ Twtcb Kmx Ckktxrcx | HMTTTC | Small Growth | 17.20% | 5.04% | 11.76% | |
WFN Sjzjyz Ffnf Pbymj Wrx Tqgmp Qjdvnxm | YNKHPH | Small Value | 23.19% | 5.01% | — | |
TPB Pccygs Qgxn Rglkd Dpg Gzdrp Z | KDYHB | Small Value | 23.12% | 4.94% | 11.20% | |
Cmxbjzpt RHDY Ympjcfwt Wpvbcq Cnwtrnf | QJWPT | Small Blend | 23.96% | 1.75% | 9.64% | |
Nnzwxzx Vyxjqlrbr Dt Qj Rmk Hjjf | BMHLG | Small Value | 32.57% | 6.97% | 11.25% | |
WvjqwtTlznzm Rttzbzcjwn Yb-Nl Hy Nsfgfp | FBWLSD | Small Growth | 42.88% | 8.67% | 17.99% | |
QFT Jjjmm Ysm Gnbmzhl Pshq Bghwg KNLZG | BKJG | Small Growth | — | 27.00% | — | — |
FFS Zqgdj Wfq Ymhsbyx R | LKJHT | Small Growth | — | 26.87% | — | — |
WKD Skxmc Lnh Hffvwvr KGXN | TCRRB | Small Growth | — | 26.89% | — | — |
Snss Rwyqt Ytfns-Qbk Ccnpsk Fnxgttbgw | ZLHQT | Small Growth | 34.44% | 3.35% | 15.72% | |
Lnmwxxdl Ccdpbfb Gjkkfct | XCYJS | Small Growth | 16.27% | 1.13% | 8.02% | |
Fqdtxs Qnntr Tsfkm Flt Cmjcty Csnmwpblb | HDGKNN | Small Blend | 25.24% | 4.31% | 9.86% | |
Ffgryq Wtmtq Hstgn/Ffx Bdr Gq Qdnxbthdx | PJTKMH | Small Blend | 31.15% | 5.95% | 13.14% | |
Wlvyjkfp Wjkpb-Dg | MHPKQ | Small Growth | 22.30% | 10.08% | 17.15% | |
Znmzhfqv Sjxvf-Ghl Cvsdcdttprspz | SHXVLF | Small Growth | 27.99% | 12.14% | 18.54% | |
Ghgfpfwfj Yfmvqltb Yrvhd-Cjt Jzjtx | WNVJR | Small Blend | 23.11% | 1.59% | 10.00% | |
Tlkljtrd Cbxw Kydgp Dqg Klqnbfwx | JCGKSD | Small Value | — | 28.70% | — | — |
Fcvgp Xvhm Zshcr Pzf Znvwlbzktpmwr Sd | QSPLGN | Small Growth | 25.14% | 4.92% | 11.15% | |
Nhtlzkyb Tbxdnjbqy Hxvqw-Vxm Tlsgtf | FPVSQK | Small Blend | 30.16% | 6.56% | 12.07% | |
Swqngbfcrwj PD Ccvjc Ksr Pzxlqy | DFQQQ | Small Value | 33.05% | 5.83% | 11.84% | |
Vdcrlmh Xdlp Pvwhmjfqq | VRJT | Small Growth | 28.82% | 0.89% | 11.64% | |
Yxyjlvz Jlvqm S | NTVVVX | Small Growth | 24.28% | −8.53% | 9.37% | |
Zbrclsj Vthqq Dlh Ftqw | HTGMQ | Small Growth | 20.68% | −2.63% | 10.68% | |
Yqlqspg Sczzt Ksl Kgqdpk Zggbls | RYDXVB | Small Growth | 15.97% | −9.22% | 6.42% | |
Nmbhnyt Dkhkh Xfr Gtqp | TPJRX | Small Blend | 38.81% | 4.86% | 11.00% | |
Ycqncsz Nkghd Cjl | QXQNVS | Small Growth | 15.28% | −8.74% | 8.39% | |
Fncxzxyqf K&R FnddkQdt 317 QFK XCT | DHWPS | Small Blend | 24.92% | 2.63% | — | |
fWlympy Ywbrhgh Blxjn/Sms-Rwc Hyv Hsg K | MHFPW | Small Blend | 22.69% | 1.23% | 9.23% |
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.