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Commentary

Which U.S. Equity Funds Outperformed Their Benchmark the Most?

The small-cap growth benchmark gained only 2.8% in 2021, and six funds managed to best it by more than 25 percentage points.

Morningstar Style Box performance was mixed in 2021--small-value funds gained nearly 31.7% on average while small-growth funds advanced only 11.1%--but managers in in every area found ways to outperform.