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Choose Criteria
Predefined Screens
- Large Cap Broad Based
Large-blend funds have portfolios that are fairly representative of the overall stock market in size, growth rates, and price. They tend to invest across the spectrum of U.S. industries.
- Large Cap Style Based
Mutual Funds that fall under the Large Cap Growth and Large Cap Value Morningstar Categories. Use the Fund Category criteria to select just one of the styles.
- Small Cap Broad Based
Small-blend funds favor firms at the smaller end of the market-capitalization range, and are flexible in the types of small caps they buy.
- Small Cap Style Based
Mutual Funds that fall under the Small Cap Growth and Small Cap Value Morningstar Categories. Use the Fund Category criteria to select just one of the styles.
- Int'l Equity Broad Based
Mutual Funds that fall under the Morningstar Global Large Stock and Foreign Asset Class based categories. These funds typically invest in developed countries and some emerging markets.
- Int'l Equity Regional
Mutual Funds that invest in specific regions or countries. Use the Fund Category criteria to refine the search.
- Sector
Equity Mutual Funds that specialize in individual sectors or industries. Results include all sectors. Use the Morningstar Category criteria to refine the search.
- Taxable Bond
The Taxable Bond screener includes all Taxable Bond categories. Use the Fund Category criteria to refine the search.
- Municipal Bond
The Municipal Bond screener includes all Municipal Bond categories. Use the Fund Category criteria to refine the search.
- Commodity
(Broad Basket portfolios can invest in a diversified basket of commodity goods including but not limited to grains, minerals, metals, livestock, cotton, oils, sugar, coffee and cocoa. Investment can be made directly in physical assets or commodity linked derivative instruments, such as commodity swap agreements.
- ESG Funds
Funds that incorporate ESG into their strategies.
Screen Results
(221 Screen Results)Fund Category: empty; Morningstar Category: Small Blend; Average Annual Return (3 Year): empty;
- Screen Criteria
- Basic Criteria
- Fund Strategy
- Ratings
- Risk Analysis
- Performance
- Bonds
- Portfolio Mgmt & Fees
- Sector Exposure
Symbol | Description | |
---|---|---|
AFMCX | Acuitas US Microcap Fund Insti... | |
NVSOX | Allspring Disciplined Small Ca... | |
WDSAX | Allspring Disciplined Small Ca... | |
ASQAX | American Century Small Company... | |
ASCQX | American Century Small Company... | |
ASQIX | American Century Small Company... | |
GWEIX | AMG GW&K Small Cap Core Fund C... | |
GWETX | AMG GW&K Small Cap Core Fund C... | |
SKSIX | AMG GW&K Small Cap Value Fund ... | |
SKSEX | AMG GW&K Small Cap Value Fund ... | |
QSMLX | AQR Small Cap Multi-Style Fund... | |
QSMNX | AQR Small Cap Multi-Style Fund... | |
ARABX | Aristotle Small Cap Equity Fun... | |
ARIBX | Aristotle Small Cap Equity Fun... | |
AIBBX | Aristotle Small Cap Equity Fun... | |
ARAHX | Aristotle Small/Mid Cap Equity... | |
ARIHX | Aristotle Small/Mid Cap Equity... | |
AIHHX | Aristotle Small/Mid Cap Equity... | |
BDSAX | BlackRock Advantage Small Cap ... | |
MKSPX | BlackRock Advantage SMID Cap F... |