Best Mutual Funds: Top Performing Small Cap Blend Funds

Investing, Investments

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%


TD Ameritrade
 – Offers hundreds of no-transaction fee funds from leading fund families and provides a complete mutual fund analysis toolbox including mutual fund screeners and Morningstar Instant X-Ray.Ready to invest?  Set up an account with one of these popular companies that allow you to purchase mutual funds across many top fund families:

  • E*trade – Offers more than 1,300 no-load, no-transaction fee mutual funds.  An account also gains you access to E*trade’s award winning investment analysis platform and research.
  • Scottrade – Access to 14,500+ mutual funds, one of the largest selections available to investors anywhere.