Tool

Top-Performing Mutual Funds by Category

Small-Company Stock Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through August 31, 2017

Small-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Kinetics Small Capital Opportunities No LoadKSCOX31.8%3.83%15.33%4.92%—%92.00%r1.64%
Baron Discovery RetailBDFFX31.6411.2710none1.35
Virtus Small-Cap Sustainable Growth APSGAX30.718.4318.7611.1395.751.5
Victory RS Small Cap Equity AGPSCX28.4711.4215.599.478.92105.751.35
Scout Small CapUMBHX27.9910.6615.577.268.869none1.13
RS Small Cap Growth A**RSEGX27.6310.915.138.99.26105.751.4
Oberweis Micro-CapOBMCX26.6213.8118.796.639.0491.00r1.64
JPMorgan Dynamic Small Cap Growth A**VSCOX26.0111.0414.497.27.85105.251.25
JPMorgan Small Cap Growth A**PGSGX25.931114.618.358.34105.251.25
Virtus Small-Cap Core A+PKSAX25.6613.6314.439.338.6975.751.37
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2017

Small-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Virtus Small-Cap Sustainable Growth APSGAX30.7%18.43%18.76%11.13%—%95.75%1.5%
AMG Managers Cadence Emerging Cos SMECAX24.9616.3418.110.179.699none1.62
Driehaus Micro Cap GrowthDMCRX19.4414.09102.00r1.44
Conestoga Small Cap CCASX24.414.0315.4110.1310none1.1
Oberweis Micro-CapOBMCX26.6213.8118.796.639.0491.00r1.64
Brown Capital Management Small Company InvBCSIX20.1913.717.9912.8311.359none1.28
Virtus Small-Cap Core A+PKSAX25.6613.6314.439.338.6975.751.37
Nationwide Small Company Growth ANWSAX20.9412.9417.43105.751.33
Fidelity Small Cap GrowthFCPGX20.9712.8415.948.8581.50r1.11
Federated MDT Small Cap Growth AQASGX22.8112.816.057.27105.501.13
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2017

Small-Company Stock Funds - 5 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Oberweis Micro-CapOBMCX26.62%13.81%18.79%6.63%9.04%91.00%r1.64%
Virtus Small-Cap Sustainable Growth APSGAX30.718.4318.7611.1395.751.5
AMG Managers Cadence Emerging Cos SMECAX24.9616.3418.110.179.699none1.62
Brown Capital Management Small Company InvBCSIX20.1913.717.9912.8311.359none1.28
Towle Deep Value FundTDVFX17.747.5517.9102.00r1.2
Federated MDT Small Cap Core AQASCX19.1711.6917.525.81105.501.13
Nationwide Small Company Growth ANWSAX20.9412.9417.43105.751.33
T. Rowe Price New HorizonsPRNHX21.6512.0717.0112.0810.398none0.79
William Blair Small Cap Growth NWBSNX22.749.8216.677.79none1.5
Aberdeen U.S. Small Cap Equity AGSXAX9.611.8216.46.8475.751.46
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2017

Small-Company Stock Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Brown Capital Management Small Company InvBCSIX20.19%13.7%17.99%12.83%11.35%9none%1.28%
T. Rowe Price New HorizonsPRNHX21.6512.0717.0112.0810.398none0.79
Pimco StocksPLUS Small Fund DPCKDX19.878.3113.8711.6110none1.09
Virtus Small-Cap Sustainable Growth APSGAX30.718.4318.7611.1395.751.5
Janus Triton TJATTX16.8311.3415.4811.038none0.92
Dreyfus Opportunistic Small Cap**DSCVX23.677.8814.3910.859.6210none1.11
Fidelity Small Cap Discovery**FSCRX9.355.3312.9710.8391.50r0.87
TFS Small CapTFSSX15.22714.2110.6310none1.51
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX15.619.1914.9310.347.3981.00r0.81
AMG Managers Cadence Emerging Cos SMECAX24.9616.3418.110.179.699none1.62
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2017

Small-Company Stock Funds - 20 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Wasatch Micro CapWMICX21.14%9.97%13.36%6.19%13.23%92.00%r1.92%
FMI FocusBVAOX6.453.2211.327.9412.128none1.25
Guggenheim Mid Cap Value ASEVAX17.345.2611.677.3312.0484.751.49
Brown Capital Management Small Company InvBCSIX20.1913.717.9912.8311.359none1.28
Royce Opportunity ServiceRYOFX22.345.8113.387.111.32101.00r1.49
Nuveen Small Cap Growth Opportunities AFRMPX12.886.8811.937.6911.22105.751.42
Bridgeway Ultra-Small Company**BRUSX11.61-2.899.44.0710.7310none1.17
Meridian Growth LegacyMERDX16.079.9612.699.5810.6982.00r0.86
Wasatch Core GrowthWGROX15.0310.0813.28.2110.6772.00r1.21
Sentinel Small Company A**SAGWX14.069.1613.297.9210.6785.00s1.22
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.