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, 2016

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
Virtus Small-Cap Sustainable Growth APSGAX25.21%12.05%14.39%8.79%—%95.75%1.49%
Aegis Value AAVFAX23.49-2.017.915.75103.751.75
Principal Small-MidCap Dividend Income APMDAX22.6111.4314.4265.501.18
Schneider Small Cap ValueSCMVX21.260.379.231.99101.75r1.15
Mairs & Power Small CapMSCFX18.5211.1417.8971.00r1.06
Aberdeen Small Cap AGSXAX18.0715.9317.347.5564.251.46
Champlain Small Company Advisor**CIPSX17.8710.4913.3810.279none1.38
Needham Small Cap GrowthNESGX17.855.768.586.682.00r1.95
Virtus Quality Small-Cap APQSAX16.8410.3111.667.9585.751.3
Paradigm Intrinsic Value FundPVIVX16.567.1911.21102.00r1.25
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, 2016

Small-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Aberdeen Small Cap AGSXAX18.07%15.93%17.34%7.55%—%64.25%1.46%
Nuveen Small Cap Value AFSCAX15.9412.9715.27.759.2795.751.39
Janus Triton TJATTX10.1212.2114.8412.388none0.91
Virtus Small-Cap Sustainable Growth APSGAX25.2112.0514.398.7995.751.49
Wells Fargo Advantage Special Small Cap Value AESPAX14.761214.287.1810.7975.751.34
Crawford Dividend Opportunity FundCDOFX13.55126none1.03
Bridgeway Small Cap GrowthBRSGX8.2311.9815.455.039none0.94
Brown Capital Management Small Company InvBCSIX14.0111.8815.4113.3111.6810none1.26
Federated MDT Small Cap Core AQASCX15.4711.8715.785.87105.501.48
Tributary Small Company InstitutionalFOSCX15.611.7412.989.019.598none1.18
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, 2016

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
Mairs & Power Small CapMSCFX18.52%11.14%17.89%—%—%71.00%r1.06%
Aberdeen Small Cap AGSXAX18.0715.9317.347.5564.251.46
Driehaus Micro Cap GrowthDMCRX-0.5310.9617.3112.07102.00r1.52
T. Rowe Price New HorizonsPRNHX8.6711.3616.7411.5610.039none0.79
Munder Micro Cap Equity A MMEAX8.4710.0616.166.1795.751.6
PNC Multiple Factor Small Cap Core APLOAX7.2811.716.117.7895.501.12
Federated MDT Small Cap Core AQASCX15.4711.8715.785.87105.501.48
Bridgeway Small Cap GrowthBRSGX8.2311.9815.455.039none0.94
AMG Managers Skyline Special EquitiesSKSEX3.158.1715.447.921092.00r1.32
Brown Capital Management Small Company InvBCSIX14.0111.8815.4113.3111.6810none1.26
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, 2016

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 InvBCSIX14.01%11.88%15.41%13.31%11.68%10none%1.26%
Janus Triton TJATTX10.1212.2114.8412.388none0.91
Driehaus Micro Cap GrowthDMCRX-0.5310.9617.3112.07102.00r1.52
T. Rowe Price New HorizonsPRNHX8.6711.3616.7411.5610.039none0.79
Fidelity Small Cap Discovery**FSCRX4.617.6514.681171.50r1
TFS Small CapTFSSX5.128.5414.0810.859none1.5
Pimco Small Cap StocksPLUS AR DPCKDX7.818.4814.6710.7210none1.09
Dreyfus Opportunistic Small Cap**DSCVX1.345.8913.4710.6810.5410none1.09
JPMorgan Small Cap Equity AVSEAX13.3611.3114.9210.4310.5965.251.29
T. Rowe Price Diversified Small Cap GrowthPRDSX6.9410.7614.8610.4381.00r0.82
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, 2016

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 CapWMICX7.61%7.28%11.82%5.59%13.87%102.00%r1.9%
Bridgeway Ultra-Small Company**BRUSX-4.43-0.729.744.0812.6510none1.11
Royce Heritage ServiceRGFAX11.044.947.626.311.9771.00r1.35
Nuveen Small Cap Growth Opportunities AFRMPX4.428.211.847.8111.96105.751.47
Lord Abbett Small Cap Value A**LRSCX13.298.8511.717.711.8585.751.21
Perkins Small Cap Value TJSCVX13.0210.7211.468.6611.815none1.13
Brown Capital Management Small Company InvBCSIX14.0111.8815.4113.3111.6810none1.26
Wasatch Core GrowthWGROX4.569.4212.938.1811.4272.00r1.17
Sentinel Small Company A**SAGWX9.399.3511.998.4111.1575.00s1.25
Prudential Small-Cap Value ATSVAX13.048.2711.867.5811.0795.501.14
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.