Small Blend Funds | Morningstar

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Fund Name

Adjusted Expense Ratio %

12 Month Yield %

Return Rank in Category 3Y %

Return Rank in Category 5Y %

Return Rank in Category 10Y %

AB Small Cap Core Portfolio

0.870%

0.507%

61%

77%

—

AMG GW&K Small Cap Core Fund

1.300%

0.000%

75%

42%

25%

AMG GW&K Small Cap Value Fd

1.150%

0.591%

10%

67%

69%

AQR Small Cap Multi-Style Fund

0.600%

0.871%

35%

64%

53%

Acuitas US Microcap Fund

1.500%

0.000%

11%

52%

—

Allspring Disciplined Small Cap Fund

0.850%

0.185%

44%

84%

65%

Allspring Small Cap Fd

0.900%

0.000%

53%

87%

85%

American Beacon Zebra Small Cap Eq Fund

0.890%

0.000%

78%

68%

44%

American Century Small Company Fund

0.850%

0.434%

77%

91%

90%

Ancora/Thelen Small-Mid Cap Fund

1.250%

0.000%

57%

62%

60%

Aristotle Small Cap Equity Fund

0.900%

0.000%

55%

69%

—

Aristotle Small Cap Equity II

0.850%

0.000%

89%

94%

—

Aristotle Small/Mid Cap Equity

0.850%

0.000%

91%

87%

—

BNY Mellon Opportunistic Small Cap Fund

1.110%

0.000%

60%

92%

69%

BNY Mellon Select Managers Sm Cp Val Fd

1.030%

0.582%

57%

48%

61%

BNY Mellon Smallcap Stock Index Fund

0.500%

1.264%

46%

52%

16%

Baird Equity Opportunity Fund

1.250%

0.000%

81%

84%

91%

BlackRock Advantage Small Cap Core Fund

0.500%

0.813%

79%

45%

24%

Boston Trust Walden Small Cap Fund

1.000%

0.346%

54%

2%

9%

Brown Advisory Small-Cap Fundamental Val

1.100%

0.325%

50%

82%

76%

Brown Advisory Sustainable Sml-Cp Cr Fd

0.930%

0.000%

—

—

—

CRM Small Cap Value Fund

1.170%

0.498%

68%

92%

85%

Calvert Small-Cap Fund

1.190%

0.000%

88%

16%

6%

Cambiar Small Cap Fund

1.100%

0.025%

30%

17%

89%

Cardinal Small Cap Value Fund

1.000%

0.997%

80%

98%

—

Catholic Rspnsbl Invstmnts Small-Cap Fd

0.290%

1.395%

—

—

—

ClearBridge Small Cap Fund

1.840%

0.000%

91%

92%

85%

Columbia Small Cap Index Fund

0.200%

1.369%

43%

47%

13%

Copeland SMID Cap Dividend Growth Fund

0.950%

1.313%

92%

10%

—

Cove Street Capital Small Cap Value Fund

1.270%

0.000%

65%

91%

98%

Crawford Small Cap Dividend Fund

0.990%

1.231%

91%

67%

31%

DFA US Micro Cap Portfolio

0.400%

1.182%

12%

33%

17%

DFA US Small Cap Portfolio

0.270%

1.237%

16%

28%

21%

DWS Small Cap Core Fund

0.950%

0.332%

3%

7%

3%

Davenport Small Cap Focus Fund

0.890%

0.779%

17%

1%

—

Delaware Ivy Smid Cap Core Fund

1.140%

0.284%

90%

58%

57%

Delaware Small Cap Core Fund

0.800%

0.492%

70%

32%

10%

Empower S&P Small Cap 600® Index Fund

0.560%

0.515%

48%

53%

18%

Federated Hermes MDT Small Cap Core Fund

0.890%

0.223%

41%

77%

9%

Fidelity Advisor® Series Small Cap Fund

0.000

0.946%

28%

7%

—

Fidelity Advisor® Small Cap Fund

1.080%

0.000%

42%

14%

29%

Fidelity Series Small Cap Core Fund

0.000

—

—

—

—

Fidelity® Flex Small Cap Index Fd

0.000

1.255%

83%

72%

—

Fidelity® Series Small Cap Discovery Fd

0.000

1.216%

5%

6%

—

Fidelity® Series Small Cap Opps Fd

0.000

1.105%

63%

10%

25%

Fidelity® Small Cap Discovery Fund

0.980%

0.171%

6%

17%

55%

Fidelity® Small Cap Enhanced Index Fund

0.550%

0.895%

47%

56%

50%

Fidelity® Small Cap Index Fund

0.025%

1.257%

84%

72%

52%

Fidelity® Small Cap Stock Fund

0.900%

0.000%

79%

69%

70%

Fidelity® Small Cap Stock K6 Fund

0.600%

0.000%

71%

59%

—

Fidelity® Stock Selector Small Cap Fund

0.930%

0.124%

48%

5%

10%

Fidelity®ZERO Extended Market Index Fund

0.000

1.640%

54%

—

—

First Trust/Confluence Small Cap Val Fd

1.350%

0.000%

99%

96%

90%

Franklin U.S. Small Cap Equity Fund

1.000%

0.624%

21%

68%

62%

Fuller & Thaler Behavioral Sm-Cp Eq Fd

0.650%

0.831%

20%

3%

1%

Gabelli Small Cap Growth Fund

1.390%

0.012%

25%

26%

40%

Glenmede Quant US Small Cap Equity Port

0.850%

1.140%

8%

12%

—

Glenmede Small Cap Equity Portfolio

0.930%

0.492%

4%

16%

11%

Gmo Small Cap Quality Fund

0.660%

—

—

—

—

Goldman Sachs Small Cap Eq Insghts Fd

0.850%

0.855%

78%

79%

49%

Goldman Sachs Small Cap Value Fund

1.230%

0.417%

66%

90%

85%

GuideMark® Small/Mid Cap Core Fund

1.170%

0.383%

34%

18%

33%

GuideStone Funds Small Cap Equity Fund

0.940%

0.389%

56%

35%

51%

Harbor Small Cap Value Fund

0.880%

0.310%

49%

35%

9%

Hartford Schroders US Small Cap Opps Fd

1.090%

0.000%

70%

37%

24%

Hennessy Cornerstone Growth Fund

1.330%

1.251%

2%

25%

39%

Hodges Small Cap Fund

1.360%

0.000%

1%

20%

50%

Homestead Small Company Stock Fund

1.050%

0.000%

74%

89%

88%

Impax Small Cap Fund

0.910%

0.116%

73%

68%

67%

Invesco MainStrt SmCp fd

0.710%

0.617%

26%

10%

—

Invesco Small Cap Equity Fund

1.260%

0.000%

35%

34%

77%

JPMorgan Small Cap Blend Fund

1.240%

0.137%

39%

51%

15%

JPMorgan Small Cap Equity Fund

1.270%

0.000%

82%

41%

22%

JPMorgan Small Cap Sustainable Leaders

0.700%

0.235%

94%

96%

79%

JPMorgan US Small Company Fund

0.810%

0.557%

44%

49%

38%

Kennedy Capital ESG SMID Cap Fund

0.820%

0.076%

—

—

—

Kennedy Capital ESG SMID Cap Fund

0.820%

0.076%

51%

—

—

Knights of Columbus Small Cap Fund

1.050%

0.818%

68%

82%

—

Lazard US Small-Mid Cap Equity Portfolio

1.050%

0.000%

90%

75%

54%

Lazard US Systematic Small Cap Eq Port

0.930%

0.691%

—

—

—

Loomis Sayles Small Cap Value Fund

0.900%

0.532%

33%

63%

57%

MFS Blended Research Small Cap Eq Fd

0.670%

0.000%

78%

57%

—

Madison Small Cap Fund

1.100%

0.000%

75%

61%

84%

MainStay WMC Small Companies Fd

0.980%

2.480%

94%

98%

97%

Mairs & Power Small Cap Fund

0.950%

0.171%

73%

31%

47%

MassMutual Small Cap Opps Fd

1.200%

0.387%

29%

16%

20%

MassMutual Small Cap Val Eq Fund

1.260%

0.000%

21%

42%

47%

Mercer US Small/Mid Cap Equity Fund

0.480%

0.979%

47%

26%

36%

Mesirow Small Company Fund

0.980%

0.164%

10%

—

—

Multi-Manager Small Cap Equity Strat Fd

0.990%

0.286%

64%

53%

—

Mutual of America Small Cap Eq Idx Fd

0.150%

1.247%

45%

—

—

Nationwide Small Cap Index Fund

0.260%

1.360%

87%

76%

61%

Nationwide WCM Focused Small Cap Fund

0.880%

0.000%

68%

48%

19%

Natixis Vaughan Nelson Small Cap Val Fd

1.250%

0.000%

8%

6%

8%

Neuberger Berman Intrinsic Value Fund

1.010%

0.000%

13%

6%

10%

NexPoint Climate Tech Fund

0.990%

0.000%

100%

100%

100%

North Square Advisory Research Sm Cp Val

0.950%

0.116%

—

—

—

North Square Dynamic Small Cap Fd

0.990%

0.206%

34%

11%

—

North Square Spectrum Alpha Fund

1.600%

0.000%

97%

86%

91%

North Star Micro Cap Fund

1.420%

0.255%

31%

66%

—

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