Gallery:Step 5|Step 5: Manager Pickers

Small-Cap Blend Editors' Picks

Gallery:Step 5|Step 5: Manager Pickers

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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