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®

#61 Managers Special Equity Fund (MGSEX)

Performance (1-yr.): 37.89% Expenses: 1.37%
Performance (1-mo.): 5.28% Total Assets: $260.13M
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#61 Wasatch Ultra Growth Fund (WAMCX)

Performance (1-yr.): 33.60% Expenses: 1.41%
Performance (1-mo.): 3.08% Total Assets: $167.39M
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#63 Ivy Micro Cap Growth Fund (IGWAX)

Performance (1-yr.): 52.98% Expenses: 1.78%
Performance (1-mo.): 5.99% Total Assets: $222.92M
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#64 Oberweis Small-Cap Opportunities Fund (OBSOX)

Performance (1-yr.): 45.60% Expenses: 2.00%
Performance (1-mo.): 4.03% Total Assets: $9.59M
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#64 Wasatch Core Growth Fund (WGROX)

Performance (1-yr.): 21.62% Expenses: 1.21%
Performance (1-mo.): 4.31% Total Assets: $975.37M
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#66 JPMorgan Dynamic Small Cap Growth Fund (VSCOX)

Performance (1-yr.): 42.93% Expenses: 1.37%
Performance (1-mo.): 5.22% Total Assets: $589.15M
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#66 Rice Hall James Micro Cap Portfolio (RHJSX)

Performance (1-yr.): 34.70% Expenses: 1.55%
Performance (1-mo.): 1.58% Total Assets: $42.22M
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#66 Waddell & Reed Advisor Small Cap Fund (UNSAX)

Performance (1-yr.): 34.80% Expenses: 1.54%
Performance (1-mo.): 3.55% Total Assets: $903.77M
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#69 William Blair Small Cap Growth Fund (WBSIX)

Performance (1-yr.): 42.79% Expenses: 1.25%
Performance (1-mo.): 4.53% Total Assets: $631.86M
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#70 Wells Fargo Advantage Small Cap Opportunity Fund (NVSOX)

Performance (1-yr.): 28.50% Expenses: 1.22%
Performance (1-mo.): 4.00% Total Assets: $473.49M
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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