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Small companies

Small-cap companies are modest sized ($2 billion or less in market capitalization) and often young firms that bring new products and services to market—though some are mature and stable businesses. They operate in niche markets or relatively new industries with long-term growth potential. Investors tend to incorporate small caps into their portfolios because they don’t move directly in lockstep with the broader market, providing diversification.

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These funds invest in businesses with small market capitalizations (known as "small-cap" companies).



Data as of ET
Fund Name / Symbol
Overall Morningstar
Market Price
Today's %
Data quoted represents past performance. Past performance is not an indication of future results and investment returns and share prices will fluctuate on a daily basis. Your investment may be worth more or less than your original cost when you redeem your shares. Current performance may be lower or higher than the performance data quoted. For most recent month-end performance and current performance metrics, please click on the fund name.

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