The Best Small Cap Blend Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 193 Small Cap Blend Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Small Cap Blend Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AASMX	Thrivent Small Cap Stock Fund	Small Cap Blend Equities	Jul 1, 1996	1.07%	-0.28%	7.86%	0.43%
AATIX	Ancora/Thelen Small-Mid Cap Fund	Small Cap Blend Equities	Jan 2, 2013	1.22%	4.04%	6.71%	1.81%
ADSRX	Aperture Discover Equity Fund	Small Cap Blend Equities	Dec 30, 2019	4.18%	—	—	—
AFMCX	Acuitas US Microcap Fund	Small Cap Blend Equities	Jul 18, 2014	1.50%	-2.32%	—	0.00%
ARSBX	Aristotle Small Cap Equity Fund	Small Cap Blend Equities	Oct 30, 2015	0.90%	—	—	—
ARSTX	Nuveen Small Cap Select Fund	Small Cap Blend Equities	May 6, 1992	0.99%	2.09%	8.71%	0.00%
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	Jul 31, 1998	0.85%	-3.06%	5.60%	0.44%
AUERX	Auer Growth Fund	Small Cap Blend Equities	Dec 28, 2007	2.37%	2.36%	6.64%	4.44%
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	Jul 1, 2013	0.89%	-0.36%	7.65%	2.32%
AZSPX	American Beacon Zebra Small Cap Equity Fund	Small Cap Blend Equities	Jun 1, 2010	1.27%	—	—	—
BDSIX	BlackRock Advantage Small Cap Core Fund	Small Cap Blend Equities	Mar 14, 2013	0.50%	-1.93%	7.43%	0.98%
BDSKX	BlackRock Advantage Small Cap Core Fund Class K	Small Cap Blend Equities	Mar 14, 2013	0.45%	-1.93%	—	1.03%
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	Dec 31, 2008	1.10%	-0.71%	7.01%	5.99%
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	Sep 29, 2021	1.08%	-1.77%	—	0.01%
BOGIX	SGI Small Cap Core Fund	Small Cap Blend Equities	Oct 1, 1999	1.29%	-3.35%	7.47%	0.00%
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	—	1.00%	-1.18%	8.62%	0.79%
BRSJX	MFS Blended Research Small Cap Equity Fund	Small Cap Blend Equities	Sep 15, 2015	0.74%	-4.21%	—	0.81%
BSIVX	BlackRock Small Cap Index V.I. Fund	Small Cap Blend Equities	Jun 10, 2018	0.21%	-5.04%	—	3.88%
BSMIX	iShares Russell Small/Mid-Cap Index Fund	Small Cap Blend Equities	Aug 13, 2015	0.12%	-1.44%	—	1.37%
BSVSX	Baird Equity Opportunity Fund	Small Cap Blend Equities	May 1, 2012	1.50%	-5.74%	3.63%	0.00%

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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