A Profitable Blend of Small Cap Funds

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Small Cap Blend Style Analysis 1Q15

The Small Cap Blend style ranks twelfth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Small Cap Blend style as a whole underperformed the Russell 3000 in 2014, increasing 7% to the Russell’s 11%. It was the second worst performing style last year, and was surpassed by Large Cap, All Cap, and Mid Cap styles in terms of performance. While a 7% annual return is not bad, there’s much greater value here for investors that play their cards right.

Photo Credit: Bram Cymet (Flickr)

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