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 December 31, 2021

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
Bridgeway Small Cap Value BRSVX67.74%29.28%15.01%14.69%—%10none%0.91%
Oberweis Micro-CapOBMCX53.3834.4422.219.5612.24101.00r1.58
Kinetics Small Capital Opportunities No LoadKSCOX50.3325.0219.8617.610.8102.00r1.64
Perritt Ultra MicroCapPREOX47.7320.810.3712.36102.00r2.68
Hodges Small Intrinsic Value RetailHDSVX44.0925.7410.82101.00r1.29
Oberweis Mid-CapOBSOX43.5733.4922.6116.919.491.00r1.55
BB&T Sterling Capital Small Cap Value InstitutionalSPSCX43.5118.138.2111.338.7710none0.81
Rydex S&P SmallCap 600 Pure Value HRYAZX43.216.754.679.1910none1.55
Prudential QMA Small-Cap Value ATSVAX41.217.346.7310.829.95105.501.11
Deutsche Small Cap Core ASZCAX40.8325.0913.3114.519.05105.751.15
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 December 31, 2021

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 AMSSMX-3.7%48.72%31.95%19.79%12.38%105.25%s1.25%
Driehaus Micro Cap GrowthDMCRX24.7345.831.97102.00r1.43
Needham Aggressive GrowthNEAGX37.5444.1822.3717.9512.168none1.95
Needham Small Cap GrowthNESGX10.9843.2125.5317.9510none1.85
PineBridge US Micro Cap Portfolio RJMCGX14.2741.532.0915.949.34102.00r1.85
Driehaus Small Cap Growth InvDVSMX21.1240.64102.00r1.2
Wasatch Ultra GrowthWAMCX5.5835.6929.4420.3511.26102.00r1.16
Wasatch Micro CapWMICX5.2635.128.0419.5212.3102.00r1.63
Buffalo Small Cap**BUFSX4.8534.9724.117.0511.4710none1.01
Hood River Small-Cap Growth InvHRSRX23.5534.8922.4119.6110none1.25
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 December 31, 2021

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
PineBridge US Micro Cap Portfolio RJMCGX14.27%41.5%32.09%15.94%9.34%102.00%r1.85%
Driehaus Micro Cap GrowthDMCRX24.7345.831.97102.00r1.43
Morgan Stanley Instl Fund Small Co Growth AMSSMX-3.748.7231.9519.7912.38105.25s1.25
Wasatch Ultra GrowthWAMCX5.5835.6929.4420.3511.26102.00r1.16
Wasatch Micro CapWMICX5.2635.128.0419.5212.3102.00r1.63
T. Rowe Price New HorizonsPRNHX9.7133.5726.6621.0414.148none0.75
Needham Small Cap GrowthNESGX10.9843.2125.5317.9510none1.85
Virtus Small-Cap Sustainable Growth APSGAX4.0627.6525.3320.2175.501.34
AllianceBernstein Small Cap Growth AQUASX9.3331.6124.9118.0211.5194.251.09
Lord Abbett Developing Growth A**LAGWX-2.6630.3724.7816.9911.55105.750.93
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 December 31, 2021

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
T. Rowe Price New HorizonsPRNHX9.71%33.57%26.66%21.04%14.14%8none%0.75%
Wasatch Ultra GrowthWAMCX5.5835.6929.4420.3511.26102.00r1.16
Virtus Small-Cap Sustainable Growth APSGAX4.0627.6525.3320.2175.501.34
Morgan Stanley Instl Fund Small Co Growth AMSSMX-3.748.7231.9519.7912.38105.25s1.25
Hood River Small-Cap Growth InvHRSRX23.5534.8922.4119.6110none1.25
Oberweis Micro-CapOBMCX53.3834.4422.219.5612.24101.00r1.58
Wasatch Micro CapWMICX5.2635.128.0419.5212.3102.00r1.63
Federated Kaufmann Small Cap AFKASX2.525.3423.7519.2195.501.35
Wasatch Micro Cap ValueWAMVX26.7832.3521.7718.8102.00r1.66
Oppenheimer Discovery AOPOCX15.6133.3724.1818.0310.8185.501.01
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 December 31, 2021

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
T. Rowe Price New HorizonsPRNHX9.71%33.57%26.66%21.04%14.14%8none%0.75%
Morgan Stanley Instl Fund Small Co Growth AMSSMX-3.748.7231.9519.7912.38105.25s1.25
Wasatch Micro CapWMICX5.2635.128.0419.5212.3102.00r1.63
Oberweis Micro-CapOBMCX53.3834.4422.219.5612.24101.00r1.58
Needham Aggressive GrowthNEAGX37.5444.1822.3717.9512.168none1.95
Aberdeen U.S. Small Cap Equity AGSXAX30.6227.4114.7516.4711.8585.751.4
Century Small Cap Select Trust InvestorCSMVX39.0534.0324.5916.6911.788none1.25
JPMorgan Small Cap Equity AVSEAX15.6920.5312.8714.1211.6795.251.26
Baron Small Cap RetailBSCFX15.5329.6720.7516.0211.6110none1.29
Columbia Small Cap Growth I A**CGOAX-2.9232.3423.7917.5111.57105.751.21
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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