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®

#60 Wasatch Small Cap Value Fund (WMCVX)

Performance (1-yr.): 15.06% Expenses: 1.29%
Performance (1-mo.): 0.00% Total Assets: $184.34M
See all details for WMCVX »

#62 Praxis Small Cap Fund (MMSCX)

Performance (1-yr.): 3.79% Expenses: 1.73%
Performance (1-mo.): 3.33% Total Assets: $68.46M
See all details for MMSCX »

#62 Wells Fargo Advantage Small Cap Opportunity Fund (NVSOX)

Performance (1-yr.): 15.03% Expenses: 1.22%
Performance (1-mo.): 0.16% Total Assets: $646.68M
See all details for NVSOX »

#64 LKCM Small Cap Equity Fund (LKSCX)

Performance (1-yr.): 3.93% Expenses: 0.96%
Performance (1-mo.): 3.36% Total Assets: $915.86M
See all details for LKSCX »

#64 Schroder U.S. Opportunities Fund (SCUIX)

Performance (1-yr.): 14.57% Expenses: 1.34%
Performance (1-mo.): 0.20% Total Assets: $135.89M
See all details for SCUIX »

#66 Buffalo Small Cap Fund (BUFSX)

Performance (1-yr.): 15.50% Expenses: 1.00%
Performance (1-mo.): 0.87% Total Assets: $3.12B
See all details for BUFSX »

#66 Virtus Small-Cap Core Fund (PKSAX)

Performance (1-yr.): 7.77% Expenses: 1.35%
Performance (1-mo.): 2.29% Total Assets: $334.47M
See all details for PKSAX »

#68 AllianzGI U.S. Emerging Growth Fund (AEMIX)

Performance (1-yr.): 12.62% Expenses: 1.16%
Performance (1-mo.): 1.80% Total Assets: $26.94M
See all details for AEMIX »

#68 Highland Small Cap Equity Fund (HSZAX)

Performance (1-yr.): 14.44% Expenses: 2.00%
Performance (1-mo.): 1.10% Total Assets: $38.61M
See all details for HSZAX »

#68 Royce Heritage Fund (RGFAX)

Performance (1-yr.): 10.71% Expenses: 1.50%
Performance (1-mo.): 1.01% Total Assets: $289.73M
See all details for RGFAX »
Advertisement
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