Small-cap blend funds are a favorite way to diversify a portfolio heavy with S&P stocks. Some of our favorites are as follows. Click on any fund name for more details, the funds are not listed in order of preference:
|
Fund Name
|
Ticker
|
Expense Ratio
|
|
|
IWM
|
0.20%
|
|
|
IJR
|
0.20%
|
|
|
NAESX
|
0.27%
|
|
|
ISCIX
|
0.41%
|
|
|
DFSCX
|
0.56%
|
|
|
DFSTX
|
0.43%
|
|
|
SWSMX
|
0.49%
|
|
|
MASKX
|
0.50%
|
|
|
NSIDX
|
0.65%
|
|
|
ETRUX
|
0.65%
|
|
|
SMCIX
|
0.65%
|
|
|
SARSX
|
0.75%
|
*exchange-traded fund, involves broker transaction fees
+ advisor-sold fund
The main index division is between the Russell 2000 and the S&P 600. Both have their advocates, but our recent article on the subject showed S&P to benefit from lower turnover.
Comments are encouraged on our discussion boards.
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