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®

#30 Sentinel Small Company Fund (SAGWX)

Performance (1-yr.): 12.91% Expenses: 1.21%
Performance (1-mo.): 0.69% Total Assets: $1.21B
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#32 Buffalo Micro Cap Fund (BUFOX)

Performance (1-yr.): 16.81% Expenses: 1.52%
Performance (1-mo.): 0.72% Total Assets: $93.98M
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#32 ING SmallCap Opportunities Fund (NSPAX)

Performance (1-yr.): 14.34% Expenses: 1.51%
Performance (1-mo.): 0.94% Total Assets: $256.68M
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#34 Eagle Small Cap Growth Fund (HRSCX)

Performance (1-yr.): 11.24% Expenses: 1.11%
Performance (1-mo.): 0.17% Total Assets: $3.34B
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#35 Janus Triton (JGMAX)

Performance (1-yr.): 13.82% Expenses: 1.13%
Performance (1-mo.): 0.41% Total Assets: $4.83B
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#36 Baron Small Cap Fund (BSCFX)

Performance (1-yr.): 15.91% Expenses: 1.31%
Performance (1-mo.): 0.07% Total Assets: $4.86B
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#36 Managers Cadence Emerging Companies Fund (MECIX)

Performance (1-yr.): 14.12% Expenses: 1.43%
Performance (1-mo.): 1.68% Total Assets: $37.94M
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#38 Pax World Small Cap Fund (PXSIX)

Performance (1-yr.): 19.18% Expenses: 1.00%
Performance (1-mo.): 1.17% Total Assets: $19.59M
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#39 American Beacon Stephens Small Cap Growth Fund (STSGX)

Performance (1-yr.): 11.18% Expenses: 1.37%
Performance (1-mo.): 3.15% Total Assets: $306.14M
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#39 Vanguard Explorer Fund (VEXPX)

Performance (1-yr.): 15.09% Expenses: 0.49%
Performance (1-mo.): 0.56% Total Assets: $10.02B
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Top Performing Small Growth Funds as of 05.03.2013

Needham Aggressive Growth Fund (NEAGX)

Total Return: 2.80%

Quaker Investment Trust Small-Cap Growth Tactical Allocation Fund (QGASX)

Total Return: 1.96%

Janus Venture Fund (JANVX)

Total Return: 1.78%

PNC Multi Factor Small Cap Core (PLOAX)

Total Return: 25.46%

AQR Tax-Managed Small Cap Momentum Fund (ATSMX)

Total Return: 23.80%

Morgan Stanley Institutional Small Company Growth Portfolio (MSSGX)

Total Return: 23.39%

AllianzGI Ultra Micro Cap Fund (AUMIX)

Total Return: 19.03%

T. Rowe Price New Horizons Fund (PRNHX)

Total Return: 18.90%

Buffalo Micro Cap Fund (BUFOX)

Total Return: 18.16%

* annualized