Small Growth

Small-growth portfolios focus on faster-growing companies whose shares are at the lower end of the market-capitalization range. These portfolios tend to favor companies in up-and-coming industries or young firms in their early growth stages. Because these businesses are fast-growing and often richly valued, their stocks tend to be volatile. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Morningstar®

#1 Wasatch Small Cap Value Fund (WMCVX)

Performance (1-yr.): 30.51% Expenses: 1.27%
Performance (1-mo.): 4.05% Total Assets: $306.25M
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#2 AQR Small Cap Momentum Fund (ASMOX)

Performance (1-yr.): 24.90% Expenses: 0.77%
Performance (1-mo.): 7.36% Total Assets: $317.43M
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#3 T. Rowe Price New Horizons Fund (PRNHX)

Performance (1-yr.): 28.08% Expenses: 0.80%
Performance (1-mo.): 6.62% Total Assets: $15.08B
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#4 T. Rowe Price Diversified Small Cap Growth Fund (PRDSX)

Performance (1-yr.): 27.33% Expenses: 0.82%
Performance (1-mo.): 5.38% Total Assets: $785.66M
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#5 PNC Multi Factor Small Cap Growth (PLWAX)

Performance (1-yr.): 26.82% Expenses: 1.23%
Performance (1-mo.): 5.94% Total Assets: $34.29M
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#6 AMG GW&K Small Cap Core Fund (GWETX)

Performance (1-yr.): 20.69% Expenses: 1.35%
Performance (1-mo.): 5.28% Total Assets: $302.28M
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#7 Franklin Small Cap Growth Fund (FSGRX)

Performance (1-yr.): 31.63% Expenses: 1.35%
Performance (1-mo.): 7.30% Total Assets: $1.71B
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#8 PNC Small Cap Fund (PPCAX)

Performance (1-yr.): 18.93% Expenses: 1.29%
Performance (1-mo.): 3.76% Total Assets: $488.24M
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#9 T. Rowe Price Institutional Small Cap Stock Fund (TRSSX)

Performance (1-yr.): 25.07% Expenses: 0.68%
Performance (1-mo.): 5.70% Total Assets: $1.54B
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#10 UBS U.S. Small Capitalization Growth Fund (BNSCX)

Performance (1-yr.): 26.42% Expenses: 1.41%
Performance (1-mo.): 8.41% Total Assets: $272.47M
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Top Performing Small Growth Funds As of 07.03.2014

TCW Small Cap Growth Fund (TGSCX)

Total Return: 9.99%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 9.84%

Baron Discovery Fund (BDFIX)

Total Return: 9.48%

Satuit Capital U.S. Smid Cap Fund (SATDX)

Total Return: 43.33%

Satuit Capital U.S. Small Cap Fund (SATSX)

Total Return: 41.21%

Oberweis Micro Cap Fund (OBMCX)

Total Return: 32.91%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 21.41%

PNC Multi Factor Small Cap Core (PLOAX)

Total Return: 19.66%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 19.36%

* Annualized