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®

#171 Transamerica Partners Small Growth Fund (DVSGX)

Performance (1-yr.): 1.99% Expenses: 1.55%
Performance (1-mo.): 0.76% Total Assets: $29.02M
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#172 Forward Small Cap Equity Fund (FFSCX)

Performance (1-yr.): 10.89% Expenses: 1.39%
Performance (1-mo.): 1.27% Total Assets: $33.94M
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#173 Oberweis Micro Cap Fund (OBMCX)

Performance (1-yr.): 10.82% Expenses: 1.91%
Performance (1-mo.): 1.15% Total Assets: $20.67M
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1492 Small Cap Growth Fund (FNTGX)

Performance (1-yr.): 7.06% Expenses: 1.11%
Performance (1-mo.): 1.88% Total Assets: $3.5M
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Active Portfolios® Multi-Manager Small Cap Equity Fund (CSCEX)

Performance (1-yr.): 15.09% Expenses: 1.35%
Performance (1-mo.): 1.61% Total Assets: $516.76M
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Alger Small Cap Growth Portfolio Fund (AASOX)

Performance (1-yr.): 10.79% Expenses: 0.96%
Performance (1-mo.): 1.39% Total Assets: $481.67M
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AQR Tax-Managed Small Cap Momentum Fund (ATSMX)

Performance (1-yr.): 23.80% Expenses: 0.72%
Performance (1-mo.): 0.71% Total Assets: $4.42M
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ASTON/LMCG Small Cap Growth Fund (ACWDX)

Performance (1-yr.): 21.38% Expenses: 1.36%
Performance (1-mo.): 1.34% Total Assets: $31.6M
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Bridgeway Small-Cap Momentum Fund (BRSMX)

Performance (1-yr.): 15.32% Expenses: 0.93%
Performance (1-mo.): 0.42% Total Assets: $4.26M
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Calamos Discovery Growth Fund (CADGX)

Performance (1-yr.): 0.24% Expenses: 1.51%
Performance (1-mo.): 3.36% Total Assets: $38.11M
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Top Performing Small Growth Funds as of 05.03.2013

Needham Aggressive Growth Fund (NEAGX)

Total Return: 2.80%

Quaker Investment Trust Small-Cap Growth Tactical Allocation Fund (QGASX)

Total Return: 1.96%

Janus Venture Fund (JANVX)

Total Return: 1.78%

PNC Multi Factor Small Cap Core (PLOAX)

Total Return: 25.46%

AQR Tax-Managed Small Cap Momentum Fund (ATSMX)

Total Return: 23.80%

Morgan Stanley Institutional Small Company Growth Portfolio (MSSGX)

Total Return: 23.39%

AllianzGI Ultra Micro Cap Fund (AUMIX)

Total Return: 19.03%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 18.90%

Buffalo Micro Cap Fund (BUFOX)

Total Return: 18.16%

* annualized