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 AMG Managers Emerging Opportunities Fund (MMCFX)

Performance (1-yr.): 23.02% Expenses: 1.43%
Performance (1-mo.): 5.82% Total Assets: $221.99M
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#22 JPMorgan Small Cap Equity Fund (VSEAX)

Performance (1-yr.): 23.27% Expenses: 1.31%
Performance (1-mo.): 4.37% Total Assets: $3.41B
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#23 Nicholas Limited Edition Fund (NCLEX)

Performance (1-yr.): 18.37% Expenses: 0.86%
Performance (1-mo.): 3.80% Total Assets: $340.47M
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#24 BMO Small Cap Growth Fund (MRSCX)

Performance (1-yr.): 26.05% Expenses: 1.42%
Performance (1-mo.): 7.70% Total Assets: $861.9M
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#25 Litman Gregory Masters Smaller Companies Fund (MSSFX)

Performance (1-yr.): 25.97% Expenses: 1.44%
Performance (1-mo.): 6.63% Total Assets: $87.78M
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#26 Vanguard Explorer Fund (VEXPX)

Performance (1-yr.): 25.08% Expenses: 0.52%
Performance (1-mo.): 4.73% Total Assets: $12.4B
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#27 Harbor Small Cap Growth Fund (HASGX)

Performance (1-yr.): 22.91% Expenses: 0.83%
Performance (1-mo.): 5.33% Total Assets: $633.09M
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#27 Lord Abbett Developing Growth Fund (LAGWX)

Performance (1-yr.): 28.18% Expenses: 1.11%
Performance (1-mo.): 8.34% Total Assets: $3.64B
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#27 William Blair Small Cap Growth Fund (WBSIX)

Performance (1-yr.): 25.25% Expenses: 1.25%
Performance (1-mo.): 4.03% Total Assets: $551.74M
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#30 Rice Hall James Micro Cap Portfolio (RHJSX)

Performance (1-yr.): 26.46% Expenses: 1.55%
Performance (1-mo.): 4.52% Total Assets: $42.01M
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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