Top 30 Micro-Cap Equity Funds and ETFs in 2020

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Bond

Top 30 Micro-Cap Equity Funds and ETFs in 2020

Micro-Cap Equity Funds and ETFs are mutual funds that hone in on the smallest stocks in terms of market capitalization. This generally covers those firms with market caps below $300 million. Although, some funds expand that definition up to $500 million. Typically, these funds will be actively managed and cover just the United States.

To find out detailed information on Micro Cap Equity Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”.

Last Updated 10/01/20

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Overview

This is a list of Micro-Cap Equity Funds and ETFs Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Micro-Cap Equity Funds and ETFs Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Micro-Cap Equity Funds and ETFs Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Micro-Cap Equity Funds and ETFs Funds.

Dividend

This page includes relevant dividend information on Micro-Cap Equity Funds and ETFs Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Micro-Cap Equity Funds and ETFs Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Micro-Cap Equity Funds and ETFs Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Micro-Cap Equity Funds and ETFs Funds.

Fund Name	Share Class & Symbol	Fund Company Name	Net Assets ($M USD)	1 Year Return	1 Year Rank in Primary Theme	Exp Ratio	Primary Manager Tenure (yrs)
Vanguard Total Stock Market Index Fund	Inv (VTSMX)	Vanguard	$974,249.86	21.16%	48.79%	0.14%	N/A
Vanguard 500 Index Fund	Inv (VFINX)	Vanguard	$596,530.80	21.77%	49.43%	0.14%	N/A
Vanguard Total Intl Stock Idx Fund	Inv (VGTSX)	Vanguard	$427,699.62	8.62%	74.28%	0.17%	N/A
Vanguard Total Bond Market Index Fund	Inv (VBMFX)	Vanguard	$288,370.86	6.21%	62.72%	0.15%	N/A
Fidelity® 500 Index Fund	Other (FXAIX)	Fidelity Investments	$259,215.57	21.92%	13.03%	0.02%	11.59
Vanguard Institutional Index Fund	Inst (VINIX)	Vanguard	$249,517.27	21.92%	54.45%	0.04%	N/A
American Funds The Growth Fund of America®	A (AGTHX)	American Funds	$235,451.29	37.07%	34.82%	0.63%	26.85
iShares Core S&P 500 ETF	N/A (IVV)	iShares	$220,433.92	21.91%	N/A	0.04%	12.67
Goldman Sachs Financial Square Government Fund	Inst (FGTXX)	Goldman Sachs	$218,172.90	0.98%	4.26%	0.18%	27.42
Fidelity® Government Cash Reserves	Other (FDRXX)	Fidelity Investments	$203,097.32	0.78%	33.89%	0.38%	13.6
Vanguard Total Bond Market II Index Fund	Inv (VTBIX)	Vanguard	$201,841.63	5.91%	75.06%	0.09%	N/A
Fidelity® Government Money Market Fund	Other (SPAXX)	Fidelity Investments	$198,400.65	0.75%	92.96%	0.42%	13.18
Vanguard Federal Money Market Fund	Inv (VMFXX)	Vanguard	$197,524.61	1.03%	94.07%	0.11%	N/A
JPMorgan U.S. Government Money Market Fund	Retirement (OGVXX)	JPMorgan	$180,916.55	0.94%	82.59%	0.20%	11.14
American Funds American Balanced Fund®	A (ABALX)	American Funds	$171,431.98	11.88%	29.07%	0.58%	21.68
American Funds EuroPacific Growth Fund®	A (AEPGX)	American Funds	$167,896.08	18.65%	49.33%	0.84%	18.59
Fidelity® Investments Money Market Funds Government Portfolio	A (FIGXX)	Fidelity Investments	$163,667.26	0.92%	13.52%	0.21%	17.18
Vanguard Total International Bond Index Fund	Inv (VTIBX)	Vanguard	$154,430.13	0.83%	80.39%	0.13%	N/A
Wells Fargo Government Money Market Fund	S (NWGXX)	Wells Fargo	$151,733.87	0.70%	97.96%	0.51%	13.18
BlackRock Liquidity Funds FedFund	Inst (TFDXX)	BlackRock	$144,928.66	0.95%	73.89%	0.19%	N/A