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®

#41 BMO Small Cap Growth Fund (MRSCX)

Performance (1-yr.): 14.45% Expenses: 1.44%
Performance (1-mo.): 0.39% Total Assets: $648.75M
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#42 AQR Small Cap Momentum Fund (ASMOX)

Performance (1-yr.): 22.46% Expenses: 0.66%
Performance (1-mo.): 0.16% Total Assets: $181.74M
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#42 HighMark Geneva Small Cap Growth Fund (HGASX)

Performance (1-yr.): 15.22% Expenses: 1.62%
Performance (1-mo.): 1.26% Total Assets: $85.15M
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#44 Kalmar "Growth-with-Value" Small Cap Fund (KGSCX)

Performance (1-yr.): 9.61% Expenses: 1.51%
Performance (1-mo.): 1.34% Total Assets: $648.75M
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#44 ProFunds Small Cap Growth Fund (SGPIX)

Performance (1-yr.): 13.52% Expenses: 1.78%
Performance (1-mo.): 0.75% Total Assets: $8.06M
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#46 AllianceBernstein Small Cap Growth Portfolio (QUASX)

Performance (1-yr.): 6.87% Expenses: 1.34%
Performance (1-mo.): 1.66% Total Assets: $1.25B
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#46 Russell Tax-Managed U.S. Mid & Small Cap Fund (RTSSX)

Performance (1-yr.): 13.95% Expenses: 1.27%
Performance (1-mo.): 0.53% Total Assets: $205.67M
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#48 Royce Pennsylvania Mutual Fund (PENNX)

Performance (1-yr.): 13.00% Expenses: 0.91%
Performance (1-mo.): 1.50% Total Assets: $6.33B
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#49 AllianzGI Ultra Micro Cap Fund (AUMIX)

Performance (1-yr.): 21.72% Expenses: 2.00%
Performance (1-mo.): 1.94% Total Assets: $39.58M
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#49 Goldman Sachs Structured Sm Cap Growth Fund (GSAOX)

Performance (1-yr.): 16.21% Expenses: 1.28%
Performance (1-mo.): 0.41% Total Assets: $48.38M
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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