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Small-Cap Funds

In a notoriously risky arena, these quality funds have largely kept a lid on volatility.
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Screen With Investor
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 Value16.48%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 Growth4.08%−2.06%5.91%
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LBYTZQ
Small Growth12.39%4.11%14.30%
PYG Lntsl Mws Xphflkzg
NNXBJS
Small Growth9.14%4.60%10.51%
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TXVGWH
Small Value13.40%5.17%
RFC Fmfxkx Bsxs Hgnvn Krr Vwbdk Czzkwl
RFPND
Small Value13.32%5.10%10.88%
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CCDKK
Small Blend11.30%1.00%8.64%
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NNLQQ
Small Value16.57%8.09%10.33%
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TNNMK
Small Blend22.81%9.68%13.96%
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KGVD
Small Growth32.99%7.98%17.31%
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NCPQM
Small Growth21.26%
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NYZNP
Small Growth21.13%
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VHQX
Small Growth21.16%
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NDXLT
Small Growth25.69%2.89%15.31%
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MZDLHF
Small Growth−5.26%−12.25%−0.79%
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FKHQ
Small Growth7.15%0.48%7.30%
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SGMTF
Small Blend15.91%3.61%9.51%
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ZVSSC
Small Blend19.13%5.42%12.05%
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ZPVSXS
Small Growth12.22%10.29%18.24%
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LPJXLD
Small Growth20.28%12.30%18.87%
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HNBNM
Small Blend12.97%1.26%9.09%
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KWPBYR
Small Value18.03%
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SQRCQ
Small Growth16.09%5.17%10.26%
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BSLG
Small Blend15.70%5.74%11.44%
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