Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Small Blendor search across All Categories

Statistics as of May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 257 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
0.95%
TTM Yield
0.5%
3yr Sharpe
0.53
YTD Return
-6.1%
3yr Return
61.4%
1yr Return
4.4%
Total Assets
$1B
6M Money Flow
-$117M
Small Blend
Expense Ratio
1.29%
TTM Yield
0.1%
3yr Sharpe
0.47
YTD Return
-1.9%
3yr Return
47.2%
1yr Return
1.3%
Total Assets
$519M
6M Money Flow
$12M
Small Blend
Expense Ratio
0.80%
TTM Yield
0.6%
3yr Sharpe
0.40
YTD Return
3.8%
3yr Return
40.7%
1yr Return
7.1%
Total Assets
$79M
6M Money Flow
$9M
Small Blend
Expense Ratio
1.21%
TTM Yield
0.0%
3yr Sharpe
0.36
YTD Return
-10.8%
3yr Return
33.6%
1yr Return
13.6%
Total Assets
$65M
6M Money Flow
$5M
Small Blend
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-5.8%
3yr Return
33.1%
1yr Return
5.6%
Total Assets
$225M
6M Money Flow
-$692K
Small Blend
Expense Ratio
0.95%
TTM Yield
0.3%
3yr Sharpe
0.27
YTD Return
-6.6%
3yr Return
36.7%
1yr Return
1.3%
Total Assets
$508M
6M Money Flow
-$28M
Small Blend
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.27
YTD Return
-2.0%
3yr Return
27.9%
1yr Return
5.0%
Total Assets
$899M
6M Money Flow
$138M
Small Blend
Expense Ratio
0.39%
TTM Yield
0.8%
3yr Sharpe
0.26
YTD Return
-0.2%
3yr Return
36.3%
1yr Return
8.7%
Total Assets
$2B
6M Money Flow
$418M
Small Blend
Expense Ratio
1.06%
TTM Yield
1.5%
3yr Sharpe
0.24
YTD Return
-3.5%
3yr Return
30.5%
1yr Return
6.0%
Total Assets
$88M
6M Money Flow
-$19M
Small Blend
Expense Ratio
0.20%
TTM Yield
2.0%
3yr Sharpe
0.22
YTD Return
1.1%
3yr Return
24.1%
1yr Return
14.4%
Total Assets
$308M
6M Money Flow
-$23M
Small Blend
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
0.20
YTD Return
-7.5%
3yr Return
31.9%
1yr Return
0.1%
Total Assets
$485M
6M Money Flow
$128M
Small Blend
Expense Ratio
0.16%
TTM Yield
1.4%
3yr Sharpe
0.20
YTD Return
-1.8%
3yr Return
28.3%
1yr Return
7.2%
Total Assets
$2B
6M Money Flow
$977M
Small Blend
Expense Ratio
1.12%
TTM Yield
0.3%
3yr Sharpe
0.19
YTD Return
-3.6%
3yr Return
29.9%
1yr Return
2.7%
Total Assets
$2B
6M Money Flow
-$68M
Small Blend
Expense Ratio
1.00%
TTM Yield
0.3%
3yr Sharpe
0.19
YTD Return
-7.3%
3yr Return
24.3%
1yr Return
0.3%
Total Assets
$262M
6M Money Flow
-$10M
Small Blend
Expense Ratio
0.98%
TTM Yield
0.2%
3yr Sharpe
0.17
YTD Return
-4.5%
3yr Return
26.4%
1yr Return
2.8%
Total Assets
$9M
6M Money Flow
-$24M
Small Blend
Expense Ratio
0.71%
TTM Yield
0.7%
3yr Sharpe
0.17
YTD Return
-2.1%
3yr Return
31.3%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
$91M
Small Blend
Expense Ratio
0.15%
TTM Yield
1.4%
3yr Sharpe
0.15
YTD Return
-3.2%
3yr Return
27.5%
1yr Return
6.2%
Total Assets
$2B
6M Money Flow
$365M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.7%
3yr Sharpe
0.14
YTD Return
-3.4%
3yr Return
23.7%
1yr Return
2.0%
Total Assets
$171M
6M Money Flow
$6M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-7.3%
3yr Return
23.5%
1yr Return
-3.6%
Total Assets
$61M
6M Money Flow
-$8M
Small Blend
Expense Ratio
1.27%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-2.2%
3yr Return
28.3%
1yr Return
8.3%
Total Assets
$959M
6M Money Flow
-$17M
Small Blend
Expense Ratio
1.23%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
0.6%
3yr Return
33.4%
1yr Return
14.9%
Total Assets
$140M
6M Money Flow
-$149K
Small Blend
Expense Ratio
0.25%
TTM Yield
2.5%
3yr Sharpe
0.13
YTD Return
1.6%
3yr Return
19.9%
1yr Return
13.5%
Total Assets
$818M
6M Money Flow
-$32M
Small Blend
Expense Ratio
0.41%
TTM Yield
1.2%
3yr Sharpe
0.12
YTD Return
-4.7%
3yr Return
28.1%
1yr Return
4.3%
Total Assets
$3B
6M Money Flow
-$100M
Small Blend
Expense Ratio
0.52%
TTM Yield
1.0%
3yr Sharpe
0.12
YTD Return
-3.3%
3yr Return
24.2%
1yr Return
5.9%
Total Assets
$201M
6M Money Flow
$38M
Small Blend
Expense Ratio
0.90%
TTM Yield
1.2%
3yr Sharpe
0.12
YTD Return
-3.1%
3yr Return
21.8%
1yr Return
1.4%
Total Assets
$92M
6M Money Flow
-$9M
Small Blend
Expense Ratio
0.95%
TTM Yield
1.8%
3yr Sharpe
0.12
YTD Return
-8.5%
3yr Return
19.2%
1yr Return
-0.7%
Total Assets
$1B
6M Money Flow
-$163M
Small Blend
Expense Ratio
0.61%
TTM Yield
1.8%
3yr Sharpe
0.11
YTD Return
-1.8%
3yr Return
27.2%
1yr Return
4.9%
Total Assets
$108M
6M Money Flow
-$6M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.3%
3yr Sharpe
0.11
YTD Return
-4.9%
3yr Return
23.6%
1yr Return
-1.4%
Total Assets
$322M
6M Money Flow
-$38M
Small Blend
Expense Ratio
0.91%
TTM Yield
0.9%
3yr Sharpe
0.11
YTD Return
-2.0%
3yr Return
24.7%
1yr Return
3.4%
Total Assets
$36M
6M Money Flow
$6M
Small Blend
Expense Ratio
2.24%
TTM Yield
0.0%
3yr Sharpe
0.11
YTD Return
-6.9%
3yr Return
26.4%
1yr Return
2.0%
Total Assets
$69M
6M Money Flow
-$7M
Small Blend
Expense Ratio
0.91%
TTM Yield
0.5%
3yr Sharpe
0.11
YTD Return
-2.7%
3yr Return
27.9%
1yr Return
6.5%
Total Assets
$1B
6M Money Flow
-$717K
Small Blend
Expense Ratio
0.65%
TTM Yield
0.8%
3yr Sharpe
0.11
YTD Return
-1.9%
3yr Return
25.8%
1yr Return
6.5%
Total Assets
$428M
6M Money Flow
-$4M
Small Blend
Expense Ratio
0.35%
TTM Yield
1.2%
3yr Sharpe
0.11
YTD Return
-7.3%
3yr Return
23.4%
1yr Return
-10.1%
Total Assets
$439M
6M Money Flow
-$24M
Small Blend
Expense Ratio
0.28%
TTM Yield
1.4%
3yr Sharpe
0.11
YTD Return
-5.4%
3yr Return
26.1%
1yr Return
5.1%
Total Assets
$2B
6M Money Flow
$975M
Small Blend
Expense Ratio
0.21%
TTM Yield
1.1%
3yr Sharpe
0.11
YTD Return
-5.4%
3yr Return
28.2%
1yr Return
4.7%
Total Assets
$2B
6M Money Flow
$25M
Small Blend
Expense Ratio
0.38%
TTM Yield
0.8%
3yr Sharpe
0.11
YTD Return
0.0%
3yr Return
26.5%
1yr Return
6.3%
Total Assets
$684M
6M Money Flow
$121M
Small Blend
Expense Ratio
0.89%
TTM Yield
0.8%
3yr Sharpe
0.10
YTD Return
-6.5%
3yr Return
24.2%
1yr Return
-1.6%
Total Assets
$5B
6M Money Flow
$841M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.9%
3yr Sharpe
0.10
YTD Return
-6.4%
3yr Return
24.2%
1yr Return
-1.6%
Total Assets
$5B
6M Money Flow
$841M
Small Blend
Expense Ratio
0.84%
TTM Yield
0.1%
3yr Sharpe
0.10
YTD Return
-2.2%
3yr Return
24.8%
1yr Return
6.2%
Total Assets
$2B
6M Money Flow
-$55M
Small Blend
Expense Ratio
1.06%
TTM Yield
0.3%
3yr Sharpe
0.10
YTD Return
-3.2%
3yr Return
22.4%
1yr Return
3.8%
Total Assets
$160M
6M Money Flow
-$26M
Small Blend
Expense Ratio
0.75%
TTM Yield
0.7%
3yr Sharpe
0.09
YTD Return
-3.6%
3yr Return
22.0%
1yr Return
0.7%
Total Assets
$34M
6M Money Flow
$11M
Small Blend
Expense Ratio
1.44%
TTM Yield
0.3%
3yr Sharpe
0.09
YTD Return
-5.6%
3yr Return
23.0%
1yr Return
5.9%
Total Assets
$92M
6M Money Flow
-$5M