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®

VALIC Company II Small Cap Growth Fund (VASMX)

Performance (1-yr.): 19.00% Expenses: 1.16%
Performance (1-mo.): 7.51% Total Assets: $118.74M
See all details for VASMX »

VALIC Company I Small Cap Aggressive Growth Fund (VSAGX)

Performance (1-yr.): 23.07% Expenses: 0.99%
Performance (1-mo.): 7.08% Total Assets: $107.84M
See all details for VSAGX »

VALIC Company I Small-Mid Growth Fund (VSSGX)

Performance (1-yr.): 27.36% Expenses: 1.00%
Performance (1-mo.): 6.81% Total Assets: $129.4M
See all details for VSSGX »

Vanguard Small Cap Growth Index Fund (VISGX)

Performance (1-yr.): 24.27% Expenses: 0.24%
Performance (1-mo.): 5.79% Total Assets: $15.52B
See all details for VISGX »

Virtus Small-Cap Sustainable Growth Fund (PSGAX)

Performance (1-yr.): 13.61% Expenses: 1.67%
Performance (1-mo.): 5.65% Total Assets: $119.68M
See all details for PSGAX »

Voya SmallCap Opportunities Portfolio (IVSOX)

Performance (1-yr.): 22.90% Expenses: 0.89%
Performance (1-mo.): 5.29% Total Assets: $328.25M
See all details for IVSOX »

Walden Small Cap Innovations Fund (WASOX)

Performance (1-yr.): 17.83% Expenses: 1.00%
Performance (1-mo.): 5.85% Total Assets: $98.07M
See all details for WASOX »

Walden SMID Cap Innovations Fund (WASMX)

Performance (1-yr.): 19.12% Expenses: 1.00%
Performance (1-mo.): 5.19% Total Assets: $26.71M
See all details for WASMX »

Westcore Small-Cap Growth Fund (WISGX)

Performance (1-yr.): Expenses: 1.15%
Performance (1-mo.): 7.80% Total Assets: $3.27M
See all details for WISGX »

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