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 Brown Capital Management Small Company Fund (BCSIX)
| Performance (1-yr.): 15.81% | Expenses: 1.35% |
| Performance (1-mo.): 3.35% | Total Assets: $1.86B |
#12 Loomis Sayles Small Cap Growth Fund (LSSIX)
| Performance (1-yr.): 12.42% | Expenses: 0.95% |
| Performance (1-mo.): 0.56% | Total Assets: $883.0M |
#13 T. Rowe Price Diversified Small Cap Growth Fund (PRDSX)
| Performance (1-yr.): 15.48% | Expenses: 0.91% |
| Performance (1-mo.): 0.05% | Total Assets: $511.48M |
#14 Managers AMG GW&K Small Cap Equity (GWETX)
| Performance (1-yr.): 17.09% | Expenses: 1.40% |
| Performance (1-mo.): 0.85% | Total Assets: $141.98M |
#15 ClearBridge Small Cap Growth Fund (SASMX)
| Performance (1-yr.): 14.94% | Expenses: 1.28% |
| Performance (1-mo.): 0.39% | Total Assets: $1.54B |
#16 Litman Gregory Masters Smaller Companies Fund (MSSFX)
| Performance (1-yr.): 16.28% | Expenses: 1.54% |
| Performance (1-mo.): 1.78% | Total Assets: $74.23M |
#17 Vanguard Small Cap Growth Index Fund (VISGX)
| Performance (1-yr.): 16.56% | Expenses: 0.24% |
| Performance (1-mo.): 0.50% | Total Assets: $11.37B |
#17 Virtus Small-Cap Sustainable Growth Fund (PSGAX)
| Performance (1-yr.): 14.07% | Expenses: 1.51% |
| Performance (1-mo.): 0.54% | Total Assets: $87.07M |
#19 T. Rowe Price Small Cap Stock Fund (OTCFX)
| Performance (1-yr.): 17.02% | Expenses: 0.92% |
| Performance (1-mo.): 0.39% | Total Assets: $8.54B |
#19 Wasatch Small Cap Growth Fund (WAAEX)
| Performance (1-yr.): 12.45% | Expenses: 1.26% |
| Performance (1-mo.): 0.16% | Total Assets: $2.09B |
