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®

Alger Small Cap Growth Portfolio Fund (AASOX)

Performance (1-yr.): 29.96% Expenses: 0.96%
Performance (1-mo.): 5.24% Total Assets: $518.42M
See all details for AASOX »

AQR Tax-Managed Small Cap Momentum Fund (ATSMX)

Performance (1-yr.): 38.86% Expenses: 0.83%
Performance (1-mo.): 5.83% Total Assets: $12.37M
See all details for ATSMX »

Baron Discovery Fund (BDFIX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 7.04% Total Assets: $13.45M
See all details for BDFIX »

Boston Trust SMID Cap Fund (BTSMX)

Performance (1-yr.): 23.82% Expenses: 1.00%
Performance (1-mo.): 4.51% Total Assets: $4.84M
See all details for BTSMX »

Cortina Small Cap Growth Fund (CRSGX)

Performance (1-yr.): 42.16% Expenses: 1.11%
Performance (1-mo.): 3.04% Total Assets: $33.92M
See all details for CRSGX »

Davidson Small-Mid Equity Fund (DFSAX)

Performance (1-yr.): 20.71% Expenses: 1.41%
Performance (1-mo.): 3.55% Total Assets: $4.01M
See all details for DFSAX »

DFA U.S. Small Cap Growth Portfolio (DSCGX)

Performance (1-yr.): 33.18% Expenses: 0.40%
Performance (1-mo.): 4.07% Total Assets: $148.9M
See all details for DSCGX »

DF Dent Small Cap Growth Fund (DFDSX)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 3.04% Total Assets: $1.64M
See all details for DFDSX »

DoubleLine Equities Small Cap Growth Fund (DBESX)

Performance (1-yr.): Expenses: 1.16%
Performance (1-mo.): 4.64% Total Assets: $17.46M
See all details for DBESX »

Driehaus Micro Cap Growth Fund (DMCRX)

Performance (1-yr.): Expenses: 1.59%
Performance (1-mo.): 6.91% Total Assets: $99.83M
See all details for DMCRX »

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