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®

#11 Buffalo Emerging Opportunities Fund (BUFOX)

Performance (1-yr.): 35.46% Expenses: 1.51%
Performance (1-mo.): 7.99% Total Assets: $102.25M
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#11 TimesSquare Small Cap Growth Fund (TSCIX)

Performance (1-yr.): 32.85% Expenses: 1.06%
Performance (1-mo.): 4.45% Total Assets: $934.44M
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#13 Artisan Small Cap Fund (ARTSX)

Performance (1-yr.): 25.47% Expenses: 1.53%
Performance (1-mo.): 2.88% Total Assets: $1.08B
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#14 Brown Capital Management Small Company Fund (BCSIX)

Performance (1-yr.): 28.12% Expenses: 1.35%
Performance (1-mo.): 3.29% Total Assets: $1.97B
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#15 JPMorgan Small Cap Equity Fund (VSEAX)

Performance (1-yr.): 27.16% Expenses: 1.31%
Performance (1-mo.): 1.80% Total Assets: $2.7B
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#16 T. Rowe Price Small Cap Stock Fund (OTCFX)

Performance (1-yr.): 28.14% Expenses: 0.92%
Performance (1-mo.): 3.46% Total Assets: $8.39B
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#17 ClearBridge Small Cap Growth Fund (SASMX)

Performance (1-yr.): 28.54% Expenses: 1.28%
Performance (1-mo.): 3.58% Total Assets: $1.66B
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#18 Champlain Small Company Fund (CIPSX)

Performance (1-yr.): 23.47% Expenses: 1.40%
Performance (1-mo.): 3.93% Total Assets: $940.2M
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#19 Wasatch Small Cap Growth Fund (WAAEX)

Performance (1-yr.): 22.22% Expenses: 1.26%
Performance (1-mo.): 3.82% Total Assets: $2.17B
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#20 AQR Small Cap Momentum Fund (ASMOX)

Performance (1-yr.): 33.96% Expenses: 0.66%
Performance (1-mo.): 3.46% Total Assets: $191.67M
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Top Performing Small Growth Funds as of 06.05.2013

Needham Aggressive Growth Fund (NEAGX)

Total Return: 9.52%

Perkins Discovery Fund (PDFDX)

Total Return: 9.01%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 8.66%

PNC Multi Factor Small Cap Core (PLOAX)

Total Return: 42.11%

AllianzGI Ultra Micro Cap Fund (AUMIX)

Total Return: 39.19%

William Blair Small Cap Growth Fund (WBSIX)

Total Return: 38.64%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 24.34%

AllianzGI Ultra Micro Cap Fund (AUMIX)

Total Return: 23.72%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 23.21%

* annualized