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
RTSSX	Russell Investment Tax-Managed U.S. Mid & Small Ca...	Small Cap Blend Equities	Nov 30, 1999	1.20%	2.19%	8.22%	0.46%	33
RYOTX	Royce Micro Cap Series Fund	Small Cap Blend Equities	Dec 31, 1991	1.20%	10.50%	11.58%	13.52%	86
RYPRX	Royce Premier Fund	Small Cap Blend Equities	Dec 31, 1991	1.17%	5.83%	10.39%	11.38%	34
RYRRX	Rydex Russell 2000 Fund	Small Cap Blend Equities	May 31, 2006	1.60%	0.93%	8.10%	0.65%	48
SAGWX	Touchstone Small Company Fund	Small Cap Blend Equities	Mar 1, 1993	1.17%	-1.61%	11.00%	5.92%	28
SAUMX	SA U.S. Small Company Fund	Small Cap Blend Equities	Aug 5, 1999	0.87%	4.24%	9.87%	0.50%	31
SBHVX	Segall Bryant & Hamill Small Cap Value Fund	Small Cap Blend Equities	Jul 31, 2013	0.97%	6.34%	9.67%	10.95%	56
SCETX	Virtus Ceredex Small-Cap Value Equity Fund	Small Cap Blend Equities	Jan 31, 1997	1.15%	6.14%	7.55%	1.03%	25
SCRZX	AB Small Cap Core Portfolio	Small Cap Blend Equities	Dec 29, 2015	0.87%	1.71%	8.53%	10.56%	39
SCUIX	Hartford Schroders US Small Cap Opportunities Fund	Small Cap Blend Equities	Aug 6, 1993	1.08%	2.21%	8.60%	13.04%	26
SECAX	SEI Institutional Investments Trust Small Cap II F...	Small Cap Blend Equities	Apr 10, 2012	0.72%	2.19%	10.37%	9.61%	55
SFSNX	Schwab Fundamental US Small Company Index Fund	Small Cap Blend Equities	Apr 2, 2007	0.25%	3.66%	10.07%	1.31%	39
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	Aug 3, 1998	0.75%	-0.54%	9.02%	17.68%	12
SKSEX	AMG GW&K Small Cap Value Fund	Small Cap Blend Equities	Apr 23, 1987	1.15%	5.16%	8.07%	0.00%	12
SLLAX	SEI Institutional Managed Trust Small Cap Fund	Small Cap Blend Equities	Sep 30, 2009	1.14%	2.76%	9.22%	10.45%	42
SLPAX	SEI Institutional Investments Trust Small Cap Fund	Small Cap Blend Equities	Jun 14, 1996	0.72%	1.66%	9.23%	26.61%	45
SLPIX	ProFunds Small Cap Fund	Small Cap Blend Equities	Sep 4, 2001	1.78%	1.27%	7.34%	0.80%	42
SMCIX	Shelton Capital Management S&P Smallcap Index Fund	Small Cap Blend Equities	Oct 2, 1996	0.81%	3.53%	10.22%	8.71%	35
SMEAX	Invesco Small Cap Equity Fund Class A	Small Cap Blend Equities	Aug 31, 2000	1.22%	0.14%	9.06%	9.33%	23
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	Mar 31, 2015	1.35%	7.78%	10.29%	2.05%	72

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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