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 | 15.58% | 6.89% | 15.08% | |
| Bridgeway Omni Small-Cap Value N
BOSVX
| Small Value | 13.59% | 6.07% | 11.50% | |
| Brown Capital Mgmt Small Co Inv
BCSIX
| Small Growth | −1.34% | −11.88% | −0.28% | |
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QSWRK
| Small Growth | 5.42% | −2.22% | 5.59% | |
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HYYKJ
| Small Growth | 10.87% | 3.23% | 13.86% | |
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QWYRD
| Small Growth | 8.38% | 4.99% | 10.11% | |
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WQSDV
| Small Value | 11.57% | 4.62% | — | |
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ZVLPWC
| Small Value | 11.46% | 4.55% | 10.33% | |
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SPCSN
| Small Blend | 10.80% | 0.83% | 8.31% | |
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RRSQF
| Small Value | 15.54% | 8.09% | 10.11% | |
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QGYG
| Small Blend | 19.85% | 8.91% | 13.19% | |
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PRFH
| Small Growth | 31.19% | 6.60% | 16.98% | |
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RYDTC
| Small Growth | — | 18.20% | — | — |
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HQBXY
| Small Growth | — | 18.07% | — | — |
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SBNPMP
| Small Growth | — | 18.10% | — | — |
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KTZDL
| Small Growth | 28.79% | 3.60% | 15.48% | |
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KNPP
| Small Growth | −0.52% | −11.95% | −0.34% | |
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VJDY
| Small Growth | 8.23% | 0.33% | 7.04% | |
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DVZK
| Small Blend | 16.96% | 3.81% | 9.38% | |
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KWJBV
| Small Blend | 18.30% | 4.95% | 11.58% | |
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GQRPV
| Small Growth | 14.15% | 10.68% | 18.41% | |
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HQJL
| Small Growth | 18.15% | 11.53% | 18.25% | |
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ZLGVT
| Small Blend | 11.71% | 0.80% | 8.72% | |
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JVLJBB
| Small Value | — | 17.45% | — | — |
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GSGJGF
| Small Growth | 14.16% | 3.39% | 9.45% |