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®

#9 T. Rowe Price Institutional Small Cap Stock Fund (TRSSX)

Performance (1-yr.): 31.85% Expenses: 0.70%
Performance (1-mo.): 5.00% Total Assets: $1.6B
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#12 Principal SmallCap Growth Fund I (PGRTX)

Performance (1-yr.): 41.27% Expenses: 1.08%
Performance (1-mo.): 5.37% Total Assets: $2.06B
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#13 AQR Small Cap Momentum Fund (ASMOX)

Performance (1-yr.): 39.59% Expenses: 0.77%
Performance (1-mo.): 5.76% Total Assets: $302.74M
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#14 Franklin Small Cap Growth Fund (FSGRX)

Performance (1-yr.): 43.44% Expenses: 1.35%
Performance (1-mo.): 6.44% Total Assets: $1.35B
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#15 T. Rowe Price Small Cap Stock Fund (OTCFX)

Performance (1-yr.): 30.40% Expenses: 0.92%
Performance (1-mo.): 4.94% Total Assets: $10.06B
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#16 Lord Abbett Developing Growth Fund (LAGWX)

Performance (1-yr.): 56.82% Expenses: 1.11%
Performance (1-mo.): 5.66% Total Assets: $3.94B
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#16 Vanguard Explorer Fund (VEXPX)

Performance (1-yr.): 37.04% Expenses: 0.51%
Performance (1-mo.): 4.83% Total Assets: $13.16B
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#18 RS Small Cap Growth Fund (RSEGX)

Performance (1-yr.): 44.59% Expenses: 1.35%
Performance (1-mo.): 3.47% Total Assets: $901.66M
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#18 TimesSquare Small Cap Growth Fund (TSCIX)

Performance (1-yr.): 33.95% Expenses: 1.06%
Performance (1-mo.): 3.03% Total Assets: $1.25B
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#20 T. Rowe Price Diversified Small Cap Growth Fund (PRDSX)

Performance (1-yr.): 36.78% Expenses: 0.91%
Performance (1-mo.): 4.74% Total Assets: $780.58M
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Top Performing Small Growth Funds As of 03.05.2014

Jacob Small Cap Growth Fund (JSCGX)

Total Return: 9.83%

Satuit Capital U.S. Smid Cap Fund (SATDX)

Total Return: 9.58%

Hodges Small-Mid Cap Fund (HDSMX)

Total Return: 9.03%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 75.78%

Oberweis Micro Cap Fund (OBMCX)

Total Return: 63.77%

Essex Small/Micro Capital Growth Fund (MBRSX)

Total Return: 58.16%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 27.89%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 23.36%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 22.56%

* Annualized