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®

Hartford Small Company HLS Fund (HIASX)

Performance (1-yr.): 12.96% Expenses: 0.71%
Performance (1-mo.): 0.18% Total Assets: $1.32B
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ICON Opportunities Fund (ICONX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 0.45% Total Assets: $349,790
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ING Small Cap Opportunities Portfolio (IVSOX)

Performance (1-yr.): 14.76% Expenses: 0.92%
Performance (1-mo.): 0.96% Total Assets: $256.26M
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Jacob Micro Cap Growth Fund (JMIGX)

Performance (1-yr.): 0.74% Expenses: 2.12%
Performance (1-mo.): 1.15% Total Assets: $14.28M
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John Hancock Funds2 Small Cap Growth Fund (None)

Performance (1-yr.): 11.09% Expenses: 1.12%
Performance (1-mo.): 0.64% Total Assets: $151.97M
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John Hancock Funds II Smaller Company Growth Fund (JSGVX)

Performance (1-yr.): 14.87% Expenses: 1.02%
Performance (1-mo.): 0.51% Total Assets: $115.36M
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John Hancock II Small Company Growth Fund (JHSRX)

Performance (1-yr.): 14.77% Expenses: 1.08%
Performance (1-mo.): 1.35% Total Assets: $115.39M
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John Hancock Variable Insurance Trust Small Cap Growth Trust (None)

Performance (1-yr.): 11.64% Expenses: 1.11%
Performance (1-mo.): 0.56% Total Assets: $425.04M
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John Hancock Variable Insurance Trust Small Company Growth Fund (None)

Performance (1-yr.): 14.75% Expenses: 1.08%
Performance (1-mo.): 1.30% Total Assets: $109.78M
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John Hancock Variable Insurance Trust Smaller Company Growth Trust (JSGNX)

Performance (1-yr.): 15.31% Expenses: 0.99%
Performance (1-mo.): 0.51% Total Assets: $222.8M
See all details for JSGNX »
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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