Small cap blend is the subset of stocks that covers smaller listed companies in any given market. It is a good option for expanding beyond large cap exposure.
Index Funds
Target Market
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Notes Definitions
- +SCB — Total market fund that includes small caps (85% LCB + 15% SCB)
- +EM — Global fund that includes emerging markets (~90% DEV + 10% EM)
- -CAN — Excludes Canada (or other specified country normally in the index)
- Acc — Accumulating
- Dist — Distributing
Assume there are errors and always do your own research. No listings or links are sponsored. Because they track similar indices, all funds should have similar returns before fees.
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Alternatives
Other options when no small cap blend funds are available
- USA Small Cap Blend — Because it is a large market, there tend to me more small cap funds in the US than in other countries.
Definition
The Portfolio Charts small cap blend data tracks the smallest 85th through 98th percentile of a given market sorted by capitalization. The last 2% is generally considered micro caps and is excluded.
Some index providers define small cap blend using a company count instead of market percentages. Because of the way both methods are based on historical standards in the data, they should still be in the same ballpark.
“Blend” is a short way to say that the index blends together both growth and value stocks. It represents the full small cap segment of a given market with no additional filters applied.
Note that some sources complain that certain small cap funds contain too many mid cap companies. That perception comes from a combination of varying definitions of what “small cap” means and trading bands used by real-world funds to prevent unnecessary trading costs as companies grow and shrink at the border of large caps. The PC data reflects practical real-world data and not theoretically “ideal” definitions.
Articles
Insights that mention small cap blend
Portfolios
Portfolios that include small cap blend
