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®

#20 Vanguard Small Cap Growth Index Fund (VISGX)

Performance (1-yr.): 33.84% Expenses: 0.24%
Performance (1-mo.): 5.12% Total Assets: $16.04B
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#22 Conestoga Small Cap (CCASX)

Performance (1-yr.): 34.83% Expenses: 1.10%
Performance (1-mo.): 1.83% Total Assets: $754.48M
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#23 Principal SmallCap Growth Fund II (PSIIX)

Performance (1-yr.): 47.42% Expenses: 1.01%
Performance (1-mo.): 4.79% Total Assets: $244.04M
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#23 RS Select Growth Fund (RSDGX)

Performance (1-yr.): 30.96% Expenses: 1.35%
Performance (1-mo.): 3.34% Total Assets: $1.05B
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#25 Baron Small Cap Fund (BSCFX)

Performance (1-yr.): 29.66% Expenses: 1.31%
Performance (1-mo.): 4.83% Total Assets: $5.58B
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#26 JPMorgan Small Cap Equity Fund (VSEAX)

Performance (1-yr.): 28.09% Expenses: 1.31%
Performance (1-mo.): 5.12% Total Assets: $3.37B
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#26 JPMorgan Small Cap Growth Fund (PGSGX)

Performance (1-yr.): 43.57% Expenses: 1.37%
Performance (1-mo.): 5.19% Total Assets: $1.23B
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#28 RS Small Cap Equity Fund (GPSCX)

Performance (1-yr.): 44.53% Expenses: 1.35%
Performance (1-mo.): 3.45% Total Assets: $132.54M
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#29 Janus Venture Fund (JANVX)

Performance (1-yr.): 30.82% Expenses: 0.84%
Performance (1-mo.): 2.21% Total Assets: $2.32B
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#29 Litman Gregory Masters Smaller Companies Fund (MSSFX)

Performance (1-yr.): 31.59% Expenses: 1.49%
Performance (1-mo.): 5.65% Total Assets: $87.21M
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Top Performing Small Growth Funds As of 03.05.2014

Jacob Small Cap Growth Fund (JSCGX)

Total Return: 9.83%

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

Total Return: 9.58%

Hodges Small-Mid Cap Fund (HDSMX)

Total Return: 9.03%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 75.78%

Oberweis Micro Cap Fund (OBMCX)

Total Return: 63.77%

Essex Small/Micro Capital Growth Fund (MBRSX)

Total Return: 58.16%

Buffalo Emerging Opportunities Fund (BUFOX)

Total Return: 27.89%

Lord Abbett Micro Cap Growth Fund (LMIYX)

Total Return: 23.36%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 22.56%

* Annualized