Skip to Content

Small Blend Funds

Small-blend funds invest in stocks of small companies where neither growth nor value characteristics predominate. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap.

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
1.500
0.000
22
28
0.850
0.591
99
2.570
0.000
89
75
100
1.070
0.655
70
62
57
0.950
0.140
97
97
1.170
0.419
97
95
93
1.210
0.000
44
23
30
1.050
0.299
58
83
96
1.350
0.000
37
42
53
0.770
0.418
13
5
1.090
0.000
20
49
65

Sponsor Center