Consider These 3 Small-Cap Blend Mutual Funds for Exceptional Returns

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Aug 26 2025

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Source: NASDAQ.COM

Investment Strategy: Risk-loving investors may find small-cap blend mutual funds appealing for capital appreciation and dividend payouts, focusing on stocks expected to grow over the long term.
Small-Cap Fund Benefits: These funds invest in companies with market caps under $2 billion, providing diversification and potentially higher protection during global downturns compared to larger funds.
Top Small-Cap Funds: Three highly-rated small-cap growth mutual funds include Vanguard Strategic Small-Cap Equity Fund (VSTCX), Goldman Sachs Small Cap Equity Insights Fund (GCSAX), and Fidelity Commonwealth Trust Fidelity Small Cap Stock Fund (FSLCX), all ranked #1 by Zacks.
Performance Overview: VSTCX has a three-year annualized return of 11.5%, GCSAX at 10%, and FSLCX at 7.9%, with each fund employing different investment strategies and analyses to select stocks.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.