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 Small Cap Blend Equities mutual funds.
- Number of Funds
- 178
- Avg. Expense Ratio
- 0.91%
- Avg. Yield
- 6.77%
- Avg. 1 Year Return
- 32.81%
- Median Risk/Return Score
- 54 / 100
The Best Small Cap Blend Equities Mutual Funds
176 results
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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5 Years
Best Small Cap Blend Equities Mutual funds by Risk/Return Score
The top Small Cap Blend Equities Mutual funds by PortfoliosLab Risk/Return Score are MOPIX (91) and AUERX (90).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | |
| Auer Growth Fund | 90 | — | Dec 2007 | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | |
| River Oak Discovery Fund | 88 | — | Jun 2005 |
Best-Performing Small Cap Blend Equities Mutual funds Over 5 Years
The top Small Cap Blend Equities Mutual funds is AUERX (19.76%).
Across the lineup, Small Cap Blend Equities Mutual funds show an average 1-year return of 32.81% and an average 5-year return of 7.14%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Auer Growth Fund | 19.76% | — | Dec 2007 | |
| Hodges Small Cap Fund | 16.90% | — | Dec 2007 | |
| Hennessy Cornerstone Growth Fund | 13.65% | — | Nov 1996 | |
| MassMutual Small Cap Opportunities Fund | 13.58% | — | Jul 1998 | |
| Nuveen Small/Mid Cap Value Fund | 13.51% | — | Dec 2006 |
Lowest-Cost Small Cap Blend Equities Mutual funds
The top Small Cap Blend Equities Mutual funds is FSSNX (0.03%).
With an average expense ratio of 0.91%, Small Cap Blend Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 |
Highest-Yield Small Cap Blend Equities Mutual funds
The top Small Cap Blend Equities Mutual funds is MSVVX (162.39%).
Across the lineup, Small Cap Blend Equities Mutual funds show an average dividend yield of 6.77%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Mesirow Small Company Sustainability Fund | 162.39% | — | Dec 2018 | |
| BNY Mellon Small Cap Value Fund | 32.34% | — | Feb 2000 | |
| Nationwide WCM Focused Small Cap Fund | 24.22% | — | Mar 2007 | |
| SEI Institutional Investments Trust Small Cap Fund | 23.74% | — | Jun 1996 | |
| JPMorgan Small Cap Equity Fund | 23.37% | — | Dec 1994 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 411 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FSSNX vs. VBFSSNX vs. FXAIXFSSNX vs. FISVXFSSNX vs. VTWOFSSNX vs. FLXSXVSMAX vs. VIMAXVSMAX vs. VSGAXVSMAX vs. VBVSMAX vs. VOOVSMAX vs. VBRSWSSX vs. SCHASWSSX vs. SWPPXSWSSX vs. SWSCXSWSSX vs. VSIAXSWSSX vs. VBRVSCIX vs. VMCIXVSCIX vs. VINIXVSCIX vs. VBVSCIX vs. VOOVSCIX vs. VIEIXDFSTX vs. DFASDFSTX vs. IWMDFSTX vs. VBDFSTX vs. FSKAXDFSTX vs. VOOSFSNX vs. AVUVSFSNX vs. VBRSFSNX vs. NEAGXSFSNX vs. TSCGXSFSNX vs. FSLCXDFISX vs. DISVXDFISX vs. DFISDFISX vs. VTMGXDFISX vs. VTIAXDFISX vs. FNDCFDSCX vs. FCPGXFDSCX vs. FSLCXFDSCX vs. FCPVXFDSCX vs. LAGWXFDSCX vs. VOOVTMSX vs. AVUVVTMSX vs. VTCLXVTMSX vs. VFIAXVTMSX vs. ^SP600VTMSX vs. FSMDXVSTCX vs. VPMAXVSTCX vs. OBMCXVSTCX vs. AVUVVSTCX vs. VSGAXVSTCX vs. VOO