SCB

Small Cap Blend

 

Portfolio Role

Small cap stocks have historically performed pretty well compared to large cap alternatives and survived the 70’s and 2000’s relatively better, making them popular diversification options for stock investors.  

 

Market Coverage

Small cap blend covers the smallest 15% of the market.  It represents the entire collection of companies within that segment and uses no value or growth filters.

 

Notes

While the total stock market also includes small caps, they represent only a small fraction by market weight.  So small cap funds are still quite helpful even when paired with a TSM fund.

Stocks on the site are labeled with either a blue or a red color.  Red is for domestic stocks and blue is for international stocks.  Note that the color may change for the exact same asset based on your home country.

 

Portfolios containing small cap blend funds