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®
| Performance (1-yr.): 12.18% |
Expenses: 0.81% |
| Performance (1-mo.): 2.98% |
Total Assets: $9.13B |
| Performance (1-yr.): 5.33% |
Expenses: 0.97% |
| Performance (1-mo.): 1.80% |
Total Assets: $976.26M |
| Performance (1-yr.): 7.14% |
Expenses: 1.24% |
| Performance (1-mo.): 2.20% |
Total Assets: $1.7B |
| Performance (1-yr.): 3.92% |
Expenses: 1.25% |
| Performance (1-mo.): 1.38% |
Total Assets: $214.26M |
| Performance (1-yr.): 6.31% |
Expenses: 1.44% |
| Performance (1-mo.): 2.55% |
Total Assets: $975.11M |
| Performance (1-yr.): 9.38% |
Expenses: 1.35% |
| Performance (1-mo.): 2.00% |
Total Assets: $179.41M |
| Performance (1-yr.): 10.17% |
Expenses: 1.41% |
| Performance (1-mo.): 2.24% |
Total Assets: $234.58M |
| Performance (1-yr.): 4.77% |
Expenses: 0.91% |
| Performance (1-mo.): 2.49% |
Total Assets: $262.64M |
| Performance (1-yr.): 11.00% |
Expenses: 1.66% |
| Performance (1-mo.): 0.78% |
Total Assets: $540.7M |
| Performance (1-yr.): 7.63% |
Expenses: 1.43% |
| Performance (1-mo.): 3.08% |
Total Assets: $715.41M |
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- Top Performing Small Growth Funds as of 04.04.2012
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