Actively Managed US Small/Mid-Cap Funds
Active funds and ETFs attempt to outpace peers and their relative benchmarks through the active selection and review of securities. These portfolios tend to have higher relative costs compared with passive offerings. Here, we highlight those funds and ETFs that focus on stocks in the bottom 30% of the capitalization of the US equity market.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| 1290 Essex Small Cap Growth A
ESCFX
| Small Growth | — | 20.67% | — | — | 1.130% | 63.17 Mil | |
| 1290 Essex Small Cap Growth I
ESCJX
| Small Growth | — | 20.97% | — | — | 0.880% | 63.17 Mil | |
| 1290 Essex Small Cap Growth R
ESCKX
| Small Growth | — | 20.36% | — | — | 1.380% | 63.17 Mil | |
| 1290 GAMCO Small/Mid Cap Value A
TNVAX
| Small Value | 20.25% | 5.93% | 11.31% | 1.200% | 160.21 Mil | ||
| 1290 GAMCO Small/Mid Cap Value I
TNVIX
| Small Value | 20.55% | 6.20% | 11.59% | 0.950% | 160.21 Mil | ||
| 1290 GAMCO Small/Mid Cap Value R
TNVRX
| Small Value | 19.94% | 5.67% | 11.03% | 1.450% | 160.21 Mil | ||
| 1290 GAMCO Small/Mid Cap Value T
TNVCX
| Small Value | 20.55% | 6.20% | 11.60% | 1.200% | 160.21 Mil | ||
| 13D Activist A
DDDAX
| Mid-Cap Blend | 15.56% | −2.94% | 7.75% | 1.760% | 138.42 Mil | ||
| 13D Activist C
DDDCX
| Mid-Cap Blend | 14.70% | −3.67% | 6.94% | 2.510% | 138.42 Mil | ||
| 13D Activist I
DDDIX
| Mid-Cap Blend | 15.81% | −2.70% | 8.01% | 1.510% | 138.42 Mil | ||
| AAM Sawgrass U.S. Sm Cp Qual Gr ETF
SAWS
| Small Growth | — | — | — | — | 0.550% | 781,756.00 | |
| AB Discovery Growth A
CHCLX
| Mid-Cap Growth | 29.19% | −3.68% | 10.58% | 0.930% | 2.77 Bil | ||
| AB Discovery Growth Advisor
CHCYX
| Mid-Cap Growth | 29.48% | −3.45% | 10.84% | 0.700% | 2.77 Bil | ||
| AB Discovery Growth C
CHCCX
| Mid-Cap Growth | 28.34% | −4.39% | 9.75% | 1.710% | 2.77 Bil | ||
| AB Discovery Growth I
CHCIX
| Mid-Cap Growth | 29.44% | −3.50% | 10.79% | 0.760% | 2.77 Bil | ||
| AB Discovery Growth Z
CHCZX
| Mid-Cap Growth | 29.50% | −3.42% | 10.88% | 0.660% | 2.77 Bil | ||
| AB Discovery Value A
ABASX
| Small Value | 24.81% | 3.74% | 9.90% | 1.100% | 2.47 Bil | ||
| AB Discovery Value Advisor
ABYSX
| Small Value | 25.06% | 3.99% | 10.17% | 0.850% | 2.47 Bil | ||
| AB Discovery Value C
ABCSX
| Small Value | 23.82% | 2.96% | 9.08% | 1.850% | 2.47 Bil | ||
| AB Discovery Value I
ABSIX
| Small Value | 25.04% | 3.95% | 10.14% | 0.880% | 2.47 Bil | ||
| AB Discovery Value Z
ABSZX
| Small Value | 25.13% | 4.02% | 10.23% | 0.800% | 2.47 Bil | ||
| AB Mid Cap Value Port Z
ABMVX
| Mid-Cap Value | — | — | — | — | 0.670% | 2.13 Mil | |
| AB Small Cap Core Advisor
SCRYX
| Small Blend | 25.22% | 3.47% | 10.53% | 0.890% | 732.22 Mil | ||
| AB Small Cap Core Z
SCRZX
| Small Blend | 25.26% | 3.49% | 10.54% | 0.880% | 732.22 Mil | ||
| AB Small Cap Growth A
QUASX
| Small Growth | 29.67% | −5.30% | 10.28% | 1.150% | 3.80 Bil |
United States