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 |
#11 TimesSquare Small Cap Growth Fund (TSCIX)
| Performance (1-yr.): 32.85% | Expenses: 1.06% |
| Performance (1-mo.): 4.45% | Total Assets: $934.44M |
#13 Artisan Small Cap Fund (ARTSX)
| Performance (1-yr.): 25.47% | Expenses: 1.53% |
| Performance (1-mo.): 2.88% | Total Assets: $1.08B |
#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 |
#15 JPMorgan Small Cap Equity Fund (VSEAX)
| Performance (1-yr.): 27.16% | Expenses: 1.31% |
| Performance (1-mo.): 1.80% | Total Assets: $2.7B |
#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 |
#17 ClearBridge Small Cap Growth Fund (SASMX)
| Performance (1-yr.): 28.54% | Expenses: 1.28% |
| Performance (1-mo.): 3.58% | Total Assets: $1.66B |
#18 Champlain Small Company Fund (CIPSX)
| Performance (1-yr.): 23.47% | Expenses: 1.40% |
| Performance (1-mo.): 3.93% | Total Assets: $940.2M |
#19 Wasatch Small Cap Growth Fund (WAAEX)
| Performance (1-yr.): 22.22% | Expenses: 1.26% |
| Performance (1-mo.): 3.82% | Total Assets: $2.17B |
#20 AQR Small Cap Momentum Fund (ASMOX)
| Performance (1-yr.): 33.96% | Expenses: 0.66% |
| Performance (1-mo.): 3.46% | Total Assets: $191.67M |
