Small-Cap Funds
In a notoriously risky arena, these quality funds have largely kept a lid on volatility.
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|
Name
|
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 | 17.41% | 6.28% | 15.26% | |
| Bridgeway Omni Small-Cap Value N
BOSVX
| Small Value | 17.35% | 5.27% | 11.80% | |
| Brown Capital Mgmt Small Co Inv
BCSIX
| Small Growth | −2.58% | −12.54% | −0.54% | |
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KZWLN
| Small Growth | 5.28% | −2.68% | 5.80% | |
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HPWN
| Small Growth | 11.38% | 2.80% | 13.81% | |
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XSVS
| Small Growth | 9.92% | 4.24% | 10.10% | |
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XQGKCB
| Small Value | 12.96% | 4.19% | — | |
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NQWV
| Small Value | 12.85% | 4.11% | 10.37% | |
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RGTNYL
| Small Blend | 12.60% | 0.16% | 8.52% | |
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ZTPQDM
| Small Value | 18.10% | 7.26% | 10.08% | |
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PLRMKM
| Small Blend | 23.06% | 8.56% | 13.53% | |
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LCYX
| Small Growth | 31.84% | 5.21% | 17.28% | |
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RMNTHN
| Small Growth | — | 19.28% | — | — |
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BDQVBG
| Small Growth | — | 19.20% | — | — |
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ZRHKGJ
| Small Growth | — | 19.23% | — | — |
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YPPVZG
| Small Growth | 25.94% | 1.52% | 15.16% | |
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CPMTW
| Small Growth | −1.97% | −12.68% | −0.62% | |
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WJBX
| Small Growth | 9.14% | 0.06% | 7.22% | |
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RSLTSR
| Small Blend | 17.89% | 2.71% | 9.45% | |
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SNPJJK
| Small Blend | 19.65% | 4.26% | 11.89% | |
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QFDXX
| Small Growth | 12.80% | 8.76% | 18.09% | |
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JMCSX
| Small Growth | 19.23% | 10.42% | 18.46% | |
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CHKW
| Small Blend | 13.42% | 0.31% | 8.87% | |
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PZDBXR
| Small Value | — | 19.95% | — | — |
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BYKHTQ
| Small Growth | 15.72% | 3.86% | 9.84% |