Retirement

Comparison of Small-Cap Stock Funds

Small-cap stock funds invest in companies with a market capitalization typically of more than $300 and less than $2 billion.

Our Small-Cap Stock Fund Offerings Prudential QMA
Small-Cap Value Z
Vanguard Small-Cap Index (Instl) ClearBridge Small Cap Growth (Instl)
Fund Expenses 0.70% 0.05% 0.90%
Category Average Expense 1.30% 1.22% 1.29%
Morningstar risk rating Below Average Average Average
Morningstar return rating Above Average Above Average Above Average
Strategy & objectives Long-term capital growth. Above average capital appreciation. Track the performance of benchmark index that measures the investment return of small-capitalization stocks. Long-term growth of capital.
Prospectus Prospectus Prospectus Prospectus
Fact sheet Fact Sheet Fact Sheet Fact Sheet

 

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance.

Before investing in any mutual fund, download a prospectus below or call WEA Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Redemption fees may apply.