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 Lord Abbett Developing Growth Fund (LAGWX)

Performance (1-yr.): 11.58% Expenses: 1.12%
Performance (1-mo.): 0.84% Total Assets: $2.55B
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#52 Ivy Small Cap Growth Fund (WSGAX)

Performance (1-yr.): 13.56% Expenses: 1.50%
Performance (1-mo.): 2.39% Total Assets: $901.59M
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#52 Roxbury Small Cap Growth Fund (RSCIX)

Performance (1-yr.): 19.18% Expenses: 1.26%
Performance (1-mo.): 0.04% Total Assets: $57.58M
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#54 Glenmede U.S. Emerging Growth Portfolio (GTGSX)

Performance (1-yr.): 13.03% Expenses: 1.00%
Performance (1-mo.): 1.34% Total Assets: $32.78M
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#55 PACE Small/Medium Co Growth Equity Investments (PQUAX)

Performance (1-yr.): 11.01% Expenses: 1.30%
Performance (1-mo.): 1.80% Total Assets: $482.22M
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#55 Pioneer Oak Ridge Small Cap Growth Fund (ORIGX)

Performance (1-yr.): 13.38% Expenses: 1.40%
Performance (1-mo.): 1.51% Total Assets: $1.56B
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#57 Wilshire Small Company Growth Portfolio (DTSGX)

Performance (1-yr.): 17.46% Expenses: 1.50%
Performance (1-mo.): 0.64% Total Assets: $23.2M
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#58 Waddell & Reed Advisor Small Cap Fund (UNSAX)

Performance (1-yr.): 13.83% Expenses: 1.56%
Performance (1-mo.): 2.37% Total Assets: $787.84M
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#58 Wells Fargo Advantage Small Company Growth Fund (WFSAX)

Performance (1-yr.): 13.84% Expenses: 1.45%
Performance (1-mo.): 1.39% Total Assets: $169.06M
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#60 AlphaMark Small Cap Growth Fund (AMSCX)

Performance (1-yr.): 5.48% Expenses: 1.50%
Performance (1-mo.): 3.17% Total Assets: $19.82M
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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