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 Loomis Sayles Small Cap Growth Fund (LSSIX)

Performance (1-yr.): 43.28% Expenses: 0.94%
Performance (1-mo.): 4.83% Total Assets: $1.28B
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#2 Artisan Small Cap Fund (ARTSX)

Performance (1-yr.): 41.47% Expenses: 1.41%
Performance (1-mo.): 4.17% Total Assets: $1.78B
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#3 PNC Multi Factor Small Cap Core (PLOAX)

Performance (1-yr.): 38.19% Expenses: 1.23%
Performance (1-mo.): 4.72% Total Assets: $36.87M
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#4 AllianceBernstein Small Cap Growth Portfolio (QUASX)

Performance (1-yr.): 46.94% Expenses: 1.34%
Performance (1-mo.): 6.30% Total Assets: $1.75B
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#5 Brown Capital Management Small Company Fund (BCSIX)

Performance (1-yr.): 35.75% Expenses: 1.28%
Performance (1-mo.): 0.69% Total Assets: $2.92B
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#5 T. Rowe Price New Horizons Fund (PRNHX)

Performance (1-yr.): 44.56% Expenses: 0.80%
Performance (1-mo.): 6.42% Total Assets: $15.83B
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#7 PNC Multi Factor Small Cap Growth (PLWAX)

Performance (1-yr.): 37.47% Expenses: 1.23%
Performance (1-mo.): 4.55% Total Assets: $35.2M
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#8 AllianzGI Ultra Micro Cap Fund (AUMIX)

Performance (1-yr.): 49.83% Expenses: 2.00%
Performance (1-mo.): 4.71% Total Assets: $156.34M
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#9 Buffalo Emerging Opportunities Fund (BUFOX)

Performance (1-yr.): 52.60% Expenses: 1.51%
Performance (1-mo.): 2.85% Total Assets: $566.14M
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#9 ClearBridge Small Cap Growth Fund (SASMX)

Performance (1-yr.): 37.99% Expenses: 1.24%
Performance (1-mo.): 4.96% Total Assets: $3.8B
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Top Performing Small Growth Funds As of 03.05.2014

Jacob Small Cap Growth Fund (JSCGX)

Total Return: 9.83%

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

Total Return: 9.58%

Hodges Small-Mid Cap Fund (HDSMX)

Total Return: 9.03%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 75.78%

Oberweis Micro Cap Fund (OBMCX)

Total Return: 63.77%

Essex Small/Micro Capital Growth Fund (MBRSX)

Total Return: 58.16%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 27.89%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 23.36%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 22.56%

* Annualized