PortfoliosLab logo
​

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 189 Small Cap Blend Equities mutual funds.

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

Year-to-Date Return

0.0%10.0%

10-Year Annualized Return

0.0%10.0%

Sharpe Ratio

0.00.1

Omega ratio

0.00.1

Sortino ratio

0.00.1

Calmar ratio

0.00.1

Ulcer Index

0.0%10.0%

10Y Volatility

0.0%10.0%

Maximum Drawdown

0.0%10.0%

Dividend Yield

0.0%10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AASMXThrivent Small Cap Stock FundSmall Cap Blend EquitiesJul 1, 19961.07%-2.4%8.0%13.2%-57.1%-0.1
AATIXAncora/Thelen Small-Mid Cap FundSmall Cap Blend EquitiesJan 2, 20131.22%0.7%5.9%2.2%-43.2%-0.1
ACMSXArgent Small Cap FundSmall Cap Blend EquitiesSep 27, 20180.85%N/AN/AN/AN/AN/A
ADSRXAperture Discover Equity FundSmall Cap Blend EquitiesDec 30, 20194.18%2.7%9.8%5.8%-44.8%-0.0
AFMCXAcuitas US Microcap FundSmall Cap Blend EquitiesJul 18, 20141.50%1.3%7.4%6.3%-51.8%0.1
ARSBXAristotle Small Cap Equity FundSmall Cap Blend EquitiesOct 30, 20150.90%-3.5%6.7%5.3%-44.9%0.0
ARSTXNuveen Small Cap Select FundSmall Cap Blend EquitiesMay 6, 19920.99%-0.1%8.4%0.4%-56.5%0.0
ASQIXAmerican Century Small Company FundSmall Cap Blend EquitiesJul 31, 19980.85%1.4%6.1%0.7%-63.6%-0.1
AUERXAuer Growth FundSmall Cap Blend EquitiesDec 28, 20072.37%-4.0%6.1%6.2%-67.2%-0.1
AZBIXVirtus Small-Cap FundSmall Cap Blend EquitiesJul 1, 20130.89%2.3%8.6%4.7%-40.8%0.1
AZSPXAmerican Beacon Zebra Small Cap Equity FundSmall Cap Blend EquitiesJun 1, 20101.27%0.2%7.6%8.3%-41.1%-0.3
BDSIXBlackRock Advantage Small Cap Core FundSmall Cap Blend EquitiesMar 14, 20130.50%-1.7%8.0%3.6%-43.4%-0.0
BIAUXBrown Advisory Small-Cap Fundamental Value FundSmall Cap Blend EquitiesDec 31, 20081.10%-3.4%6.9%6.4%-45.8%0.0
BOGIXSGI Small Cap Core FundSmall Cap Blend EquitiesOct 1, 19991.29%2.6%8.4%0.6%-68.4%0.1
BOSOXBoston Trust Small Cap FundSmall Cap Blend Equities1.00%-1.5%8.9%5.2%-53.8%0.1
BRSJXMFS Blended Research Small Cap Equity FundSmall Cap Blend EquitiesSep 15, 20150.74%-0.1%7.3%4.2%-45.2%-0.1
BSMIXiShares Russell Small/Mid-Cap Index FundSmall Cap Blend EquitiesAug 13, 20150.12%1.4%7.5%5.2%-41.3%-0.0
BSVSXBaird Equity Opportunity FundSmall Cap Blend EquitiesMay 1, 20121.50%4.8%5.4%32.1%-42.6%0.1
BVAOXMadison Small Cap FundSmall Cap Blend EquitiesDec 16, 19961.10%3.3%6.4%5.3%-40.6%-0.1
CAMSXCambiar Small Cap FundSmall Cap Blend EquitiesAug 31, 20041.10%2.2%6.0%0.4%-58.4%0.1

1–20 of 189

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.
0%Annualized Volatility0%Annualized Return

Loading data...