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®

Satuit Capital U.S. Small Cap Fund (SATSX)

Performance (1-yr.): 41.21% Expenses: 1.50%
Performance (1-mo.): 6.68% Total Assets: $618,948
See all details for SATSX »

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

Performance (1-yr.): 43.33% Expenses: 1.50%
Performance (1-mo.): 4.46% Total Assets: $1.03M
See all details for SATDX »

SEI Institutional Investments Trust Small Cap Fund (SLPAX)

Performance (1-yr.): 23.65% Expenses: 0.48%
Performance (1-mo.): 5.40% Total Assets: $729.98M
See all details for SLPAX »

SEI Institutional Investments Trust Small Cap II Fund (SECAX)

Performance (1-yr.): 23.74% Expenses: 0.49%
Performance (1-mo.): 5.36% Total Assets: $275.07M
See all details for SECAX »

Smith Group Small Cap Focused Growth Fund (SGSNX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 4.11% Total Assets: $673,617
See all details for SGSNX »

Stonebridge Small-Cap Growth Fund (SBSGX)

Performance (1-yr.): 13.43% Expenses: 3.86%
Performance (1-mo.): 9.08% Total Assets: $19.47M
See all details for SBSGX »

Strategic Advisers® Small-Mid Cap Fund (FSCFX)

Performance (1-yr.): 23.67% Expenses: 0.92%
Performance (1-mo.): 4.65% Total Assets: $6.04B
See all details for FSCFX »

Transamerica Partners Institutional Small Growth Fund (DISGX)

Performance (1-yr.): 19.37% Expenses: 1.20%
Performance (1-mo.): 5.97% Total Assets: $11.15M
See all details for DISGX »

Transamerica Partners Small Growth Fund (DVSGX)

Performance (1-yr.): 18.85% Expenses: 1.60%
Performance (1-mo.): 5.92% Total Assets: $37.36M
See all details for DVSGX »

Transamerica Small Cap Growth Fund (ASGTX)

Performance (1-yr.): 19.06% Expenses: 1.24%
Performance (1-mo.): 5.93% Total Assets: $576.8M
See all details for ASGTX »

Top Performing Small Growth Funds As of 07.03.2014

TCW Small Cap Growth Fund (TGSCX)

Total Return: 9.99%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 9.84%

Baron Discovery Fund (BDFIX)

Total Return: 9.48%

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

Total Return: 43.33%

Satuit Capital U.S. Small Cap Fund (SATSX)

Total Return: 41.21%

Oberweis Micro Cap Fund (OBMCX)

Total Return: 32.91%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 21.41%

PNC Multi Factor Small Cap Core (PLOAX)

Total Return: 19.66%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 19.36%

* Annualized