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
See all details for BCSIX »

#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
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#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
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#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
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#15 ClearBridge Small Cap Growth Fund (SASMX)

Performance (1-yr.): 14.94% Expenses: 1.28%
Performance (1-mo.): 0.39% Total Assets: $1.54B
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#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
See all details for MSSFX »

#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
See all details for VISGX »

#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
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#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
See all details for OTCFX »

#19 Wasatch Small Cap Growth Fund (WAAEX)

Performance (1-yr.): 12.45% Expenses: 1.26%
Performance (1-mo.): 0.16% Total Assets: $2.09B
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Top Performing Small Growth Funds as of 05.03.2013

Needham Aggressive Growth Fund (NEAGX)

Total Return: 2.80%

Quaker Investment Trust Small-Cap Growth Tactical Allocation Fund (QGASX)

Total Return: 1.96%

Janus Venture Fund (JANVX)

Total Return: 1.78%

PNC Multi Factor Small Cap Core (PLOAX)

Total Return: 25.46%

AQR Tax-Managed Small Cap Momentum Fund (ATSMX)

Total Return: 23.80%

Morgan Stanley Institutional Small Company Growth Portfolio (MSSGX)

Total Return: 23.39%

AllianzGI Ultra Micro Cap Fund (AUMIX)

Total Return: 19.03%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 18.90%

Buffalo Micro Cap Fund (BUFOX)

Total Return: 18.16%

* annualized