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®

#51 SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX)

Performance (1-yr.): 40.68% Expenses: 1.11%
Performance (1-mo.): 4.75% Total Assets: $381.2M
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#52 Janus Triton (JGMAX)

Performance (1-yr.): 28.11% Expenses: 1.11%
Performance (1-mo.): 2.81% Total Assets: $5.88B
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#52 Wasatch Small Cap Value Fund (WMCVX)

Performance (1-yr.): 33.18% Expenses: 1.27%
Performance (1-mo.): 5.17% Total Assets: $230.76M
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#54 Ivy Small Cap Growth Fund (WSGAX)

Performance (1-yr.): 33.86% Expenses: 1.49%
Performance (1-mo.): 3.58% Total Assets: $1.16B
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#55 IronBridge Small Cap Fund (IBSCX)

Performance (1-yr.): 27.68% Expenses: 1.15%
Performance (1-mo.): 4.37% Total Assets: $541.9M
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#55 Perkins Discovery Fund (PDFDX)

Performance (1-yr.): 39.16% Expenses: 2.00%
Performance (1-mo.): 3.36% Total Assets: $12.86M
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#57 Hartford Small Cap Growth Fund (HSLAX)

Performance (1-yr.): 37.48% Expenses: 1.40%
Performance (1-mo.): 5.74% Total Assets: $593.0M
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#58 Buffalo Small Cap Fund (BUFSX)

Performance (1-yr.): 36.86% Expenses: 1.01%
Performance (1-mo.): 3.81% Total Assets: $3.95B
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#58 Harbor Small Cap Growth Fund (HASGX)

Performance (1-yr.): 35.83% Expenses: 0.85%
Performance (1-mo.): 5.82% Total Assets: $676.44M
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#60 Turner Emerging Growth Fund (TMCGX)

Performance (1-yr.): 42.56% Expenses: 1.40%
Performance (1-mo.): 5.11% Total Assets: $263.2M
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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