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 Wasatch Small Cap Value Fund (WMCVX)

Performance (1-yr.): 31.15% Expenses: 1.27%
Performance (1-mo.): 1.93% Total Assets: $234.96M
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#12 T. Rowe Price Diversified Small Cap Growth Fund (PRDSX)

Performance (1-yr.): 27.59% Expenses: 0.91%
Performance (1-mo.): 2.96% Total Assets: $824.08M
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#13 ClearBridge Small Cap Growth Fund (SASMX)

Performance (1-yr.): 26.46% Expenses: 1.24%
Performance (1-mo.): 3.84% Total Assets: $3.79B
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#14 AQR Small Cap Momentum Fund (ASMOX)

Performance (1-yr.): 28.20% Expenses: 0.77%
Performance (1-mo.): 2.38% Total Assets: $297.92M
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#15 Conestoga Small Cap (CCASX)

Performance (1-yr.): 23.21% Expenses: 1.10%
Performance (1-mo.): 2.96% Total Assets: $753.26M
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#16 AllianzGI Ultra Micro Cap Fund (AUMIX)

Performance (1-yr.): 34.20% Expenses: 2.00%
Performance (1-mo.): 1.84% Total Assets: $154.71M
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#16 American Beacon Stephens Small Cap Growth Fund (STSGX)

Performance (1-yr.): 22.83% Expenses: 1.37%
Performance (1-mo.): 3.32% Total Assets: $753.79M
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#16 JPMorgan Small Cap Equity Fund (VSEAX)

Performance (1-yr.): 21.86% Expenses: 1.31%
Performance (1-mo.): 0.04% Total Assets: $3.37B
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#16 Litman Gregory Masters Smaller Companies Fund (MSSFX)

Performance (1-yr.): 24.47% Expenses: 1.49%
Performance (1-mo.): 0.69% Total Assets: $86.14M
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#20 PNC Small Cap Fund (PPCAX)

Performance (1-yr.): 24.49% Expenses: 1.29%
Performance (1-mo.): 0.20% Total Assets: $420.58M
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Top Performing Small Growth Funds As of 04.22.2014

Meridian Small Cap Growth Fund (MISGX)

Total Return: 4.80%

Stonebridge Small-Cap Growth Fund (SBSGX)

Total Return: 1.93%

Wasatch Small Cap Value Fund (WMCVX)

Total Return: 1.93%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 58.17%

Oberweis Micro Cap Fund (OBMCX)

Total Return: 48.88%

Essex Small/Micro Capital Growth Fund (MBRSX)

Total Return: 46.21%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 23.65%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 21.15%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 19.45%

* Annualized