Large-cap growth
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| GMO U.S. Growth Fund III |
$1.9 |
14.7% |
23.5% |
25.6% |
0.5% |
| Touchstone Sands Capital Institutional Growth Fund |
$1,942.7 |
24.2% |
21.5% |
37.8% |
0.8% |
| Touchstone Sands Capital Select Growth Fund Z |
$1,455.6 |
23.8% |
20.8% |
36.9% |
1.4% |
| Polen Growth Fund Institutional |
$195.6 |
15.8% |
20.1% |
N/A |
1.0% |
| MassMutual Select Growth Opportunities Fund A |
$67.5 |
19.9% |
19.1% |
31.6% |
1.4% |
| Nasdaq-100 Index Fund Direct |
$24.9 |
21.0% |
19.1% |
31.3% |
0.5% |
| Delaware Pooled Large-Cap Growth Equity Portfolio |
$209.1 |
16.1% |
18.3% |
27.2% |
0.6% |
| PowerShares QQQ Trust Series 1 |
$35,676.6 |
21.2% |
18.2% |
31.1% |
0.2% |
| RiverPark/Wedgewood Fund Institutional |
$116.5 |
18.2% |
18.1% |
N/A |
1.0% |
| USAA Nasdaq-100 Index Fund |
$279.9 |
21.0% |
18.1% |
30.6% |
0.8% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| BNY Mellon Focused Equity Opportunities Fund Investor |
$0.1 |
17.9% |
-0.4% |
N/A |
1.1% |
| RBS U.S. Large Cap Trendpilot Exchange Traded Notes |
$70.0 |
12.3% |
-0.6% |
N/A |
1.0% |
| Putnam Voyager Fund A |
$3,467.2 |
20.9% |
-4.0% |
25.5% |
1.2% |
| Profit Opportunity Fund |
$0.3 |
12.3% |
-8.6% |
N/A |
1.6% |
| CGM Focus Fund |
$1,876.9 |
16.4% |
-11.3% |
10.0% |
1.0% |
| S&P 500 Growth Total Return Index |
|
12.3% |
11.8% |
23.8% |
|
Large-cap value
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| PowerShares Active Mega Cap Fund |
$10.3 |
12.4% |
11.9% |
22.5% |
0.8% |
| Hennessy Total Return Fund Original |
$68.7 |
3.7% |
10.8% |
21.0% |
1.3% |
| Edgar Lomax Value Fund |
$36.7 |
6.5% |
10.6% |
24.3% |
1.0% |
| Delaware Large-Cap Value Equity Portfolio |
$7.5 |
8.3% |
10.6% |
22.6% |
0.7% |
| Commerce Value Fund |
$88.5 |
7.0% |
10.3% |
23.8% |
0.7% |
| Artisan Value Fund Investor |
$664.1 |
11.6% |
9.8% |
25.2% |
1.1% |
| Huntington Rotating Markets Fund Trust |
$39.2 |
9.7% |
9.7% |
22.3% |
1.4% |
| American Century Income & Growth Fund Investor |
$1,370.0 |
12.4% |
9.4% |
22.1% |
0.7% |
| Legg Mason BW Diversified Large Cap Value A |
$0.3 |
10.8% |
9.2% |
N/A |
1.3% |
| Delaware Value Fund A |
$309.7 |
8.1% |
9.2% |
21.5% |
1.1% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| Wilmington Large Cap Value Fund A |
$6.2 |
12.0% |
-2.5% |
19.4% |
1.3% |
| Fidelity Advisor Value Leaders Fund A |
$16.4 |
12.3% |
-2.8% |
18.8% |
1.2% |
| Fidelity Blue Chip Value Fund |
$326.4 |
12.3% |
-2.9% |
18.9% |
0.8% |
| Matrix Advisors Value Fund |
$84.7 |
16.0% |
-3.5% |
19.9% |
1.0% |
| Barrett Opportunity Fund |
$63.3 |
5.2% |
-6.9% |
15.3% |
1.2% |
| S&P 500 Value Total Return Index |
|
13.0% |
5.3% |
23.2% |
|
Midcap growth
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| Baird MidCap Fund Institutional |
$69.0 |
15.9% |
13.5% |
31.2% |
0.9% |
| Delaware Focus Smid-Cap Growth Equity Portfolio |
$17.3 |
17.6% |
10.7% |
43.5% |
0.9% |
| Dreyfus/Boston Company Small/Mid Cap Growth Fund A |
$141.7 |
15.1% |
10.5% |
26.3% |
1.1% |
| RS Mid Cap Growth Fund A |
$58.5 |
18.5% |
9.9% |
28.1% |
1.5% |
| Legg Mason ClearBridge Mid Cap Growth Fund A |
$3.3 |
17.5% |
9.9% |
N/A |
1.4% |
| Neuberger Berman Mid Cap Growth Fund Institutional |
$164.4 |
14.8% |
9.4% |
26.9% |
0.8% |
| American Beacon Stephens Mid-Cap Growth Fund Investor |
$23.6 |
15.1% |
9.2% |
28.5% |
1.4% |
| Chase Mid-Cap Growth Fund N |
$26.7 |
12.5% |
9.2% |
25.9% |
1.5% |
| HighMark Geneva Mid Cap Growth Fund A |
$263.4 |
13.2% |
8.7% |
28.4% |
1.4% |
| Value Line Emerging Opportunities Fund |
$299.0 |
10.5% |
8.7% |
25.9% |
1.2% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| Huntington New Economy Fund Trust |
$14.4 |
18.0% |
-9.0% |
16.9% |
1.6% |
| RBS U.S. Mid Cap Trendpilot Exchange Traded Notes |
$33.0 |
7.7% |
-10.3% |
N/A |
1.0% |
| Brandywine Advisors Midcap Growth Fund |
$135.0 |
12.8% |
-11.1% |
10.3% |
1.3% |
| Brandywine Fund |
$1,301.0 |
15.3% |
-11.3% |
11.2% |
1.1% |
| Auer Growth Fund |
$119.2 |
10.0% |
-16.4% |
15.5% |
1.7% |
| S&P MidCap 400 Growth Total Return Index |
|
14.1% |
2.9% |
30.0% |
|
Midcap value
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| Transamerica Mid Cap Value I2 |
$185.7 |
11.2% |
7.3% |
27.0% |
0.9% |
| Fidelity Low-Priced Stock Fund |
$25,975.5 |
14.0% |
7.3% |
27.6% |
0.8% |
| WisdomTree MidCap Dividend Fund |
$346.0 |
9.1% |
7.0% |
31.8% |
0.4% |
| Invesco U.S. Mid Cap Value Fund Y |
$124.1 |
12.2% |
5.4% |
30.9% |
1.0% |
| American Century NT Mid Cap Value Fund Institutional |
$301.6 |
10.1% |
4.9% |
25.1% |
0.8% |
| Hotchkis & Wiley Mid-Cap Value Fund I |
$1,108.2 |
22.8% |
4.7% |
36.8% |
1.1% |
| First Trust Multi Cap Value Alphadex Fund |
$51.3 |
12.9% |
4.7% |
33.0% |
0.7% |
| Wells Fargo Advantage C&B Mid Cap Value Fund Investor |
$95.0 |
13.4% |
4.6% |
25.0% |
1.3% |
| American Century Mid Cap Value Fund Investor |
$1,616.2 |
10.0% |
4.5% |
24.6% |
1.0% |
| Invesco Van Kampen American Value Fund A |
$636.2 |
12.1% |
4.3% |
28.3% |
1.3% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| IMS Capital Value Fund |
$50.7 |
15.1% |
-3.8% |
19.1% |
1.9% |
| MassMutual Premier Discovery Value Fund A |
$9.3 |
8.8% |
-5.1% |
21.9% |
1.4% |
| Oppenheimer Small- & Mid-Cap Value Fund A |
$1,213.5 |
8.7% |
-5.3% |
21.8% |
1.2% |
| First Trust Value Line 100 Exchange-Traded Fund |
$60.3 |
12.3% |
-5.8% |
18.4% |
0.7% |
| Legg Mason Capital Management Opportunity Trust C |
$691.0 |
25.5% |
-16.2% |
24.8% |
2.5% |
| S&P 400 Value Total Return Index |
|
12.9% |
1.1% |
27.2% |
|
Small-cap growth
Click column headers to sort fields
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| Virtus Small-Cap Sustainable Growth Fund A |
$78.0 |
9.0% |
17.8% |
28.0% |
1.7% |
| T. Rowe Price New Horizons Fund |
$9,459.0 |
16.0% |
12.2% |
35.6% |
0.9% |
| Artisan Small Cap Fund Investor |
$497.7 |
17.0% |
11.0% |
34.3% |
1.7% |
| Virtus Small-Cap Core Fund I |
$142.1 |
11.7% |
10.5% |
30.7% |
1.2% |
| Legg Mason ClearBridge Small Cap Growth Fund A |
$525.7 |
18.2% |
9.7% |
30.0% |
1.4% |
| RS Select Growth Fund A |
$124.4 |
14.3% |
9.4% |
31.6% |
1.4% |
| Wasatch Core Growth Fund Investor |
$532.0 |
11.0% |
9.4% |
32.2% |
1.3% |
| UBS U.S. Small Cap Growth Fund Y |
$112.7 |
18.6% |
8.6% |
34.1% |
1.2% |
| DWS Small Cap Growth Fund A |
$32.0 |
13.9% |
7.8% |
33.5% |
1.5% |
| AllianceBernstein Small Cap Growth Portfolio A |
$277.8 |
17.1% |
7.6% |
34.8% |
1.4% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| TCW Small Cap Growth Fund I |
$1,046.2 |
13.9% |
-8.9% |
27.0% |
1.2% |
| Winslow Green Growth Fund Investor |
$154.9 |
13.8% |
-11.3% |
20.7% |
1.5% |
| Oberweis Emerging Growth Fund |
$65.7 |
12.5% |
-12.6% |
27.4% |
1.4% |
| Calamos Discovery Growth Fund A |
$27.4 |
13.3% |
-13.0% |
N/A |
1.5% |
| Apex Mid Cap Growth Fund |
$0.2 |
20.4% |
-33.0% |
0.3% |
7.7% |
| S&P SC 600 Growth Total Return |
|
11.2% |
5.6% |
30.5% |
|
Small-cap value
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| Clarity Fund Incorporated |
$5.1 |
8.7% |
9.0% |
N/A |
1.8% |
| James Advantage Small Cap Fund A |
$172.9 |
7.6% |
8.0% |
27.4% |
1.5% |
| Huber Capital Small Cap Value Fund Investor |
$16.5 |
18.7% |
7.5% |
45.2% |
1.9% |
| Undiscovered Managers Behavioral Value Fund Institutional |
$12.9 |
17.5% |
6.2% |
36.6% |
1.4% |
| Wells Fargo Advantage Special Small Cap Value Fund A |
$418.0 |
12.2% |
5.5% |
26.5% |
1.4% |
| SouthernSun Small Cap Fund Investor |
$221.5 |
11.9% |
5.3% |
43.7% |
1.4% |
| Royce Special Equity Fund Investment |
$1,964.8 |
10.9% |
5.1% |
23.0% |
1.2% |
| Vanguard S&P Small-Cap 600 Value Index Fund ETF |
$16.7 |
12.8% |
4.5% |
N/A |
0.2% |
| iShares S&P SmallCap 600 Value Index Fund |
$2,269.8 |
12.8% |
4.5% |
27.8% |
0.3% |
| SPDR S&P 600 Small Cap Value ETF |
$143.4 |
12.8% |
4.5% |
30.7% |
0.3% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospectus expense ratio |
| Perritt Emerging Opportunities Fund |
$61.5 |
15.8% |
-9.5% |
33.3% |
1.7% |
| Neuberger Berman Intrinsic Value Fund A |
$9.9 |
15.0% |
-9.6% |
N/A |
1.4% |
| CWC Small Cap Aggressive Value Fund Institutional |
$7.2 |
10.5% |
-9.7% |
N/A |
1.4% |
| Schneider Small Cap Value Fund |
$74.0 |
18.7% |
-11.8% |
31.9% |
1.2% |
| Wegener Adaptive Growth Fund |
$2.4 |
-2.4% |
-27.9% |
-2.6% |
2.0% |
| S&P SC 600 Value Total Return |
|
12.9% |
4.7% |
28.1% |
|
As of March 31. Distinct classes only. Rankings are based on unrounded figures. Three-year returns are annualized. N/A = not available (fund has been in operation for less than three years).
Source: Lipper
