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.

Category is Small Cap Blend Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
JUSSX	JPMorgan U.S. Small Company Fund	Small Cap Blend Equities	Nov 4, 1993	0.81%	1.85%	10.27%	8.03%	51
KCSIX	Knights of Columbus Small Cap Fund	Small Cap Blend Equities	Feb 27, 2015	1.05%	5.47%	9.60%	11.11%	71
LMASX	ClearBridge Small Cap Fund	Small Cap Blend Equities	Dec 30, 1985	1.85%	1.24%	7.40%	11.71%	21
LMSIX	Franklin U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 13, 2000	1.03%	2.05%	10.07%	6.22%	78
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	May 13, 1991	0.90%	3.94%	9.05%	16.83%	21
LZSCX	Lazard US Small-Mid Cap Equity Portfolio R6	Small Cap Blend Equities	Oct 30, 1991	0.94%	1.03%	7.58%	4.93%	18
MASKX	iShares Russell 2000 Small-Cap Index Fund	Small Cap Blend Equities	Apr 9, 1997	0.12%	1.50%	9.87%	3.09%	56
MMSIX	Praxis Small Cap Index Fund	Small Cap Blend Equities	May 1, 2007	0.43%	2.47%	9.05%	8.67%	34
MOPIX	MainStay WMC Small Companies Fund	Small Cap Blend Equities	Jan 12, 1987	0.97%	3.45%	7.51%	0.15%	63
MSCFX	Mairs & Power Small Cap Fund	Small Cap Blend Equities	Aug 11, 2011	0.95%	4.59%	8.76%	2.17%	36
MSCGX	Mercer US Small/Mid Cap Equity Fund	Small Cap Blend Equities	Aug 15, 2005	0.48%	2.25%	—	7.54%	21
MSVVX	Mesirow Small Company Sustainability Fund	Small Cap Blend Equities	Dec 19, 2018	3.06%	-3.98%	—	0.00%	0
MXISX	Great-West S&P Small Cap 600 Index Fund	Small Cap Blend Equities	Dec 1, 1993	0.56%	3.95%	9.02%	7.17%	36
NAESX	Vanguard Small Cap Index Fund	Small Cap Blend Equities	Oct 3, 1960	0.17%	2.50%	10.43%	1.21%	40
NEFJX	Natixis Funds Trust I Vaughan Nelson Small Cap Val...	Small Cap Blend Equities	Dec 31, 1996	1.25%	3.15%	10.01%	5.64%	31
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	May 10, 2010	1.01%	3.56%	10.90%	4.11%	72
NMSCX	Columbia Small Cap Index Fund	Small Cap Blend Equities	Oct 15, 1996	0.20%	4.03%	9.62%	11.64%	39
NSCRX	Nuveen Small-Cap Value Opportunities Fund	Small Cap Blend Equities	Dec 8, 2004	0.94%	3.15%	9.74%	8.81%	33
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	Sep 30, 1999	0.62%	2.81%	9.88%	15.42%	45
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	Sep 3, 1999	0.10%	1.55%	9.73%	1.55%	50

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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