In the past, I've written about hidden gems so that you can find good funds you might have overlooked and funds with small asset bases that have plenty of room to grow. One downside to this view is that some of those funds were not readily accessible through mutual fund supermarkets--after all, that's why some of them had small asset bases to begin with.So, I thought I'd flip the script and focus on relatively small funds from the three no-load giants: Vanguard, Fidelity, and T. Rowe Price. You won't have any problems accessing these funds. I was a little surprised by how many Morningstar Medalists the three fund shops had with less than $4 billion in assets under management.To be sure, you might not get the benefit of small size with these funds, as their portfolios might overlap with some large funds' portfolios. Also, I didn't at… Full Story

Schwab Fundamental U.S. Small Company ETF breaks the link between market prices and portfolio weightings, which injects a contrarian rebalancing approach that should give the fund an edge over its peers over the long term. This is a value strategy, though it falls in the small-blend Morningstar Category. While there is much to like about this strategy, its weighting approach may cause it to overweight stocks with deteriorating fundamentals, and it charges more than market-cap-weighted value alternatives, limiting its Morningstar Analyst Rating to Bronze.This fund offers broad exposure to small-cap U.S. stocks but weights them on fundamental measures of size, including sales (adjusted for leverage), retained operating cash flow, and dividends plus share buybacks, rather than market cap. This causes the fund to tilt toward stocks tradin… Full Story