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®
#21 Vanguard Small Cap Growth Index Fund (VISGX)
| Performance (1-yr.): 31.04% | Expenses: 0.24% |
| Performance (1-mo.): 4.25% | Total Assets: $11.93B |
#22 ING SmallCap Opportunities Fund (NSPAX)
| Performance (1-yr.): 27.36% | Expenses: 1.51% |
| Performance (1-mo.): 4.04% | Total Assets: $290.47M |
#23 Hartford Small Cap Growth Fund (HSLAX)
| Performance (1-yr.): 32.84% | Expenses: 1.40% |
| Performance (1-mo.): 5.23% | Total Assets: $320.24M |
#23 Janus Triton (JGMAX)
| Performance (1-yr.): 24.54% | Expenses: 1.13% |
| Performance (1-mo.): 2.93% | Total Assets: $4.98B |
#23 RS Select Growth Fund (RSDGX)
| Performance (1-yr.): 28.02% | Expenses: 1.35% |
| Performance (1-mo.): 6.44% | Total Assets: $593.23M |
#26 Baron Small Cap Fund (BSCFX)
| Performance (1-yr.): 28.61% | Expenses: 1.31% |
| Performance (1-mo.): 2.34% | Total Assets: $4.99B |
#26 Litman Gregory Masters Smaller Companies Fund (MSSFX)
| Performance (1-yr.): 32.86% | Expenses: 1.58% |
| Performance (1-mo.): 4.49% | Total Assets: $77.32M |
#28 Invesco Small Cap Growth Fund (GTSAX)
| Performance (1-yr.): 28.68% | Expenses: 1.23% |
| Performance (1-mo.): 3.41% | Total Assets: $1.98B |
#28 Morgan Stanley Institutional Small Company Growth Portfolio (MSSGX)
| Performance (1-yr.): 36.59% | Expenses: 1.05% |
| Performance (1-mo.): 5.60% | Total Assets: $1.7B |
#30 AllianzGI Ultra Micro Cap Fund (AUMIX)
| Performance (1-yr.): 39.19% | Expenses: 2.00% |
| Performance (1-mo.): 5.88% | Total Assets: $42.41M |
