Top-Performing Mutual Funds by Category
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 September 30, 2020

Small-Company Stock Funds - 1 year

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
Morgan Stanley Instl Fund Small Co Growth AMSSMX88.22%35.91%23.01%16.63%8.41%105.25%s1.29%
Wasatch Ultra GrowthWAMCX59.5430.7326.7918.1810.71102.00r1.24
Driehaus Micro Cap GrowthDMCRX55.1324.5322.09102.00r1.43
T. Rowe Price New HorizonsPRNHX47.9826.7423.7320.8811.758none0.76
Needham Small Cap GrowthNESGX45.922.0623.8312.759none1.87
Columbia Small Cap Growth I A**CGOAX45.6124.221.8916.148.97105.751.33
Lord Abbett Developing Growth A**LAGWX45.4126.4118.4616.189.54105.750.94
Baron Discovery RetailBDFFX45.3320.1222.8610none1.35
Alger Small Cap Growth AALSAX43.9523.6120.2214.596.5195.251.39
Wasatch Micro CapWMICX43.4725.123.2317.0512.81102.00r1.66
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 September 30, 2020

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
Morgan Stanley Instl Fund Small Co Growth AMSSMX88.22%35.91%23.01%16.63%8.41%105.25%s1.29%
Wasatch Ultra GrowthWAMCX59.5430.7326.7918.1810.71102.00r1.24
PineBridge US Micro Cap Portfolio RJMCGX43.3827.318.312.496.42102.00r2.3
T. Rowe Price New HorizonsPRNHX47.9826.7423.7320.8811.758none0.76
Lord Abbett Developing Growth A**LAGWX45.4126.4118.4616.189.54105.750.94
Virtus Small-Cap Sustainable Growth APSGAX32.9126.0428.4421.1885.751.37
Wasatch Micro CapWMICX43.4725.123.2317.0512.81102.00r1.66
Driehaus Small Cap Growth InvDVSMX41.125.09102.00r1.17
Driehaus Micro Cap GrowthDMCRX55.1324.5322.09102.00r1.43
Artisan Small Cap Fund Inv**ARTSX39.5124.2320.2117.419.919none1.2
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 September 30, 2020

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
Virtus Small-Cap Sustainable Growth APSGAX32.91%26.04%28.44%21.18%—%85.75%1.37%
Wasatch Ultra GrowthWAMCX59.5430.7326.7918.1810.71102.00r1.24
Needham Small Cap GrowthNESGX45.922.0623.8312.759none1.87
T. Rowe Price New HorizonsPRNHX47.9826.7423.7320.8811.758none0.76
Wasatch Micro CapWMICX43.4725.123.2317.0512.81102.00r1.66
Morgan Stanley Instl Fund Small Co Growth AMSSMX88.2235.9123.0116.638.41105.25s1.29
Baron Discovery RetailBDFFX45.3320.1222.8610none1.35
Driehaus Micro Cap GrowthDMCRX55.1324.5322.09102.00r1.43
Columbia Small Cap Growth I A**CGOAX45.6124.221.8916.148.97105.751.33
Alger Small Cap Focus AAOFAX34.1723.7321.2316.01105.251.19
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 September 30, 2020

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
Virtus Small-Cap Sustainable Growth APSGAX32.91%26.04%28.44%21.18%—%85.75%1.37%
T. Rowe Price New HorizonsPRNHX47.9826.7423.7320.8811.758none0.76
Wasatch Ultra GrowthWAMCX59.5430.7326.7918.1810.71102.00r1.24
Artisan Small Cap Fund Inv**ARTSX39.5124.2320.2117.419.919none1.2
Brown Capital Management Small Company InvBCSIX26.9118.0118.9117.2810.2210none1.25
Wasatch Micro CapWMICX43.4725.123.2317.0512.81102.00r1.66
Morgan Stanley Instl Fund Small Co Growth AMSSMX88.2235.9123.0116.638.41105.25s1.29
AllianceBernstein Small Cap Growth AQUASX36.4920.6119.7416.68.02104.251.15
JPMorgan Small Cap Growth APGSGX38.7420.120.8516.359.64105.251.24
Lord Abbett Developing Growth A**LAGWX45.4126.4118.4616.189.54105.750.94
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 September 30, 2020

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 CapWMICX43.47%25.1%23.23%17.05%12.81%102.00%r1.66%
T. Rowe Price New HorizonsPRNHX47.9826.7423.7320.8811.758none0.76
Buffalo Small Cap**BUFSX43.120.4218.913.9311.1410none1.01
Wasatch Ultra GrowthWAMCX59.5430.7326.7918.1810.71102.00r1.24
Wasatch Core GrowthWGROX17.4114.314.4314.6910.6592.00r1.19
Brown Capital Management Small Company InvBCSIX26.9118.0118.9117.2810.2210none1.25
Wasatch Small Cap Growth InvWAAEX33.2622.3218.5414.8110.11102.00r1.17
Virtus Small-Cap Core A+PKSAX9.7816.0219.215.69.9675.751.29
Artisan Small Cap Fund Inv**ARTSX39.5124.2320.2117.419.919none1.2
Meridian Growth LegacyMERDX9.948.1712.5211.729.88102.00r0.85
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.
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