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 | 16.48% | 6.97% | 15.37% | |
| Brown Capital Mgmt Small Co Inv
BCSIX
| Small Growth | −6.18% | −12.16% | −0.75% | |
| Champlain Small Company Adv
CIPSX
| Small Growth | 4.08% | −2.06% | 5.91% | |
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LBYTZQ
| Small Growth | 12.39% | 4.11% | 14.30% | |
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NNXBJS
| Small Growth | 9.14% | 4.60% | 10.51% | |
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TXVGWH
| Small Value | 13.40% | 5.17% | — | |
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RFPND
| Small Value | 13.32% | 5.10% | 10.88% | |
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CCDKK
| Small Blend | 11.30% | 1.00% | 8.64% | |
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NNLQQ
| Small Value | 16.57% | 8.09% | 10.33% | |
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TNNMK
| Small Blend | 22.81% | 9.68% | 13.96% | |
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KGVD
| Small Growth | 32.99% | 7.98% | 17.31% | |
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NCPQM
| Small Growth | — | 21.26% | — | — |
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NYZNP
| Small Growth | — | 21.13% | — | — |
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VHQX
| Small Growth | — | 21.16% | — | — |
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NDXLT
| Small Growth | 25.69% | 2.89% | 15.31% | |
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MZDLHF
| Small Growth | −5.26% | −12.25% | −0.79% | |
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FKHQ
| Small Growth | 7.15% | 0.48% | 7.30% | |
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SGMTF
| Small Blend | 15.91% | 3.61% | 9.51% | |
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ZVSSC
| Small Blend | 19.13% | 5.42% | 12.05% | |
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ZPVSXS
| Small Growth | 12.22% | 10.29% | 18.24% | |
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LPJXLD
| Small Growth | 20.28% | 12.30% | 18.87% | |
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HNBNM
| Small Blend | 12.97% | 1.26% | 9.09% | |
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KWPBYR
| Small Value | — | 18.03% | — | — |
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SQRCQ
| Small Growth | 16.09% | 5.17% | 10.26% | |
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BSLG
| Small Blend | 15.70% | 5.74% | 11.44% |