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®

#31 Wasatch Small Cap Growth Fund (WAAEX)

Performance (1-yr.): 27.96% Expenses: 1.24%
Performance (1-mo.): 3.26% Total Assets: $2.67B
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#32 Invesco Small Cap Growth Fund (GTSAX)

Performance (1-yr.): 34.13% Expenses: 1.23%
Performance (1-mo.): 5.41% Total Assets: $2.44B
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#32 Managers Cadence Emerging Companies Fund (MECIX)

Performance (1-yr.): 35.96% Expenses: 1.43%
Performance (1-mo.): 3.59% Total Assets: $47.4M
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#34 Dreyfus Select Managers Small Cap Growth Fund (DSGAX)

Performance (1-yr.): 39.84% Expenses: 1.30%
Performance (1-mo.): 3.93% Total Assets: $504.27M
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#34 Virtus Small-Cap Sustainable Growth Fund (PSGAX)

Performance (1-yr.): 24.02% Expenses: 1.67%
Performance (1-mo.): 3.11% Total Assets: $130.79M
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#36 Managers AMG GW&K Small Cap Equity (GWETX)

Performance (1-yr.): 31.08% Expenses: 1.40%
Performance (1-mo.): 2.63% Total Assets: $303.03M
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#37 Oppenheimer Discovery Fund (OPOCX)

Performance (1-yr.): 42.56% Expenses: 1.11%
Performance (1-mo.): 5.17% Total Assets: $2.6B
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#37 Roxbury Small Cap Growth Fund (RSCIX)

Performance (1-yr.): 36.32% Expenses: 1.26%
Performance (1-mo.): 3.66% Total Assets: $71.45M
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#39 UBS U.S. Small Capitalization Growth Fund (BNSCX)

Performance (1-yr.): 44.20% Expenses: 1.41%
Performance (1-mo.): 4.77% Total Assets: $288.42M
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#40 Fidelity® Small Cap Growth Fund (FCAGX)

Performance (1-yr.): 37.85% Expenses: 1.24%
Performance (1-mo.): 4.44% Total Assets: $1.46B
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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