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Best Mutual Funds: Top Performing Small Cap Blend Funds

April 3, 2013
Investing, Investments
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NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing small-cap blend (growth & value) funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Dreyfus Opportunistic Small Cap DSCVX 14.66% 28% 606,211,247 1.19%
Fidelity Small Cap Discovery FSCRX 12.98% 22% 3,480,117,418 1.07%
Hancock Horizon Burkenroad Small Cap HHBUX 12.89% 20% 179,580,621 1.40%
RS Partners RSPFX 12.76% 22% 1,786,059,351 1.47%
Homestead Small Company Stock HSCSX 11.90% 20% 348,681,923 1.06%
DFA US Small Cap DFSTX 11.21% 21% 4,719,345,496 0.37%
Fidelity Advisor Small Cap FSCDX 10.23% 18% 3,742,688,627 1.31%
Putnam Capital Opportunities PCOAX 9.71% 23% 341,124,255 1.27%
Bridgeway Ultra-Small Company Market BRSIX 9.63% 24% 289,692,636 0.75%
Rydex Russell 2000 1.5x Strategy RYCMX 9.47% 33% 60,430,673 2.49%
Fidelity Small Cap Stock FSLCX 9.37% 24% 2,803,287,566 1.10%
Northern Small Cap Core NSGRX 9.16% 20% 178,483,693 0.93%
Principal SmallCap Blend PLLAX 8.14% 27% 358,072,958 1.37%

 

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