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®
Cortina Small Cap Growth Fund (CRSGX)
| Performance (1-yr.): 2.13% | Expenses: 1.13% |
| Performance (1-mo.): 1.67% | Total Assets: $14.91M |
Davidson Small-Mid Equity Fund (DFSAX)
| Performance (1-yr.): — | Expenses: 1.40% |
| Performance (1-mo.): 3.41% | Total Assets: $2.7M |
DFA U.S. Small Cap Growth Portfolio (DSCGX)
| Performance (1-yr.): — | Expenses: 0.40% |
| Performance (1-mo.): 1.25% | Total Assets: $65.32M |
DoubleLine Equities Small Cap Growth Fund (DBESX)
| Performance (1-yr.): — | Expenses: 1.16% |
| Performance (1-mo.): — | Total Assets: $2.61M |
Dreyfus Select Managers Small Cap Growth Fund (DSGAX)
| Performance (1-yr.): 13.38% | Expenses: 1.40% |
| Performance (1-mo.): 1.09% | Total Assets: $337.18M |
EntrepreneurShares Global Fund (ENTIX)
| Performance (1-yr.): 9.31% | Expenses: 1.73% |
| Performance (1-mo.): 1.12% | Total Assets: $22.44M |
First Trust/Confluence Small Cap Value Fund (FOVAX)
| Performance (1-yr.): 15.65% | Expenses: 1.88% |
| Performance (1-mo.): 1.33% | Total Assets: $2.29M |
Frontegra Timpani Small Cap Growth Fund (FTSGX)
| Performance (1-yr.): 11.90% | Expenses: 1.10% |
| Performance (1-mo.): 0.16% | Total Assets: $3.64M |
Great-West Small Cap Growth Fund (MXSGX)
| Performance (1-yr.): 12.97% | Expenses: 1.09% |
| Performance (1-mo.): 1.24% | Total Assets: $117.55M |
Hartford Small Cap Growth HLS Fund (HISCX)
| Performance (1-yr.): 17.51% | Expenses: 0.67% |
| Performance (1-mo.): 0.15% | Total Assets: $554.81M |
