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 June 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 AMSSMX41.72%27.49%14.74%16.14%7.49%105.25%s1.29%
Wasatch Ultra GrowthWAMCX38.3628.9320.7518.8610.74102.00r1.24
Needham Small Cap GrowthNESGX37.0520.616.7813.339none1.87
Needham Aggressive GrowthNEAGX32.6113.6410.412.829none2.02
T. Rowe Price New HorizonsPRNHX27.3124.4718.8821.0811.278none0.76
Columbia Small Cap Growth I A**CGOAX26.2522.8916.9816.268.36105.751.33
Buffalo Small Cap**BUFSX25.2618.6113.6913.7111.1510none
Wasatch Micro CapWMICX24.8523.8417.3416.8612.59102.00r1.66
Artisan Small Cap Fund Inv**ARTSX24.5822.3715.3317.699.179none1.2
Alger Small Cap Growth AALSAX23.2121.8914.6214.645.4295.251.39
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 June 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
Wasatch Ultra GrowthWAMCX38.36%28.93%20.75%18.86%10.74%102.00%r1.24%
Morgan Stanley Instl Fund Small Co Growth AMSSMX41.7227.4914.7416.147.49105.25s1.29
Virtus Small-Cap Sustainable Growth APSGAX17.7725.7622.3220.6685.751.37
PineBridge US Micro Cap Portfolio RJMCGX13.6425.449.4712.366.32102.00r2.3
T. Rowe Price New HorizonsPRNHX27.3124.4718.8821.0811.278none0.76
Wasatch Micro CapWMICX24.8523.8417.3416.8612.59102.00r1.66
Alger Small Cap Focus AAOFAX17.2123.1717.716.75105.251.19
Lord Abbett Developing Growth A**LAGWX11.2123.1111.1516.248.7105.750.94
Driehaus Micro Cap GrowthDMCRX22.7723.0415.02102.00r1.43
Columbia Small Cap Growth I A**CGOAX26.2522.8916.9816.268.36105.751.33
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 June 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 APSGAX17.77%25.76%22.32%20.66%—%85.75%1.37%
Wasatch Ultra GrowthWAMCX38.3628.9320.7518.8610.74102.00r1.24
T. Rowe Price New HorizonsPRNHX27.3124.4718.8821.0811.278none0.76
Alger Small Cap Focus AAOFAX17.2123.1717.716.75105.251.19
Wasatch Micro CapWMICX24.8523.8417.3416.8612.59102.00r1.66
Columbia Small Cap Growth I A**CGOAX26.2522.8916.9816.268.36105.751.33
Needham Small Cap GrowthNESGX37.0520.616.7813.339none1.87
Nationwide Small Company Growth ANWSAX13.4717.4616.17105.751.32
Brown Capital Management Small Company InvBCSIX16.3517.4616.0418.110.4610none1.25
Federated Kaufmann Small Cap AFKASX12.722.0515.4517.3795.501.36
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 June 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
T. Rowe Price New HorizonsPRNHX27.31%24.47%18.88%21.08%11.27%8none%0.76%
Virtus Small-Cap Sustainable Growth APSGAX17.7725.7622.3220.6685.751.37
Wasatch Ultra GrowthWAMCX38.3628.9320.7518.8610.74102.00r1.24
Brown Capital Management Small Company InvBCSIX16.3517.4616.0418.110.4610none1.25
Artisan Small Cap Fund Inv**ARTSX24.5822.3715.3317.699.179none1.2
AllianceBernstein Small Cap Growth AQUASX15.2919.8913.8117.387.74104.251.15
Federated Kaufmann Small Cap AFKASX12.722.0515.4517.3795.501.36
Wasatch Micro CapWMICX24.8523.8417.3416.8612.59102.00r1.66
Alger Small Cap Focus AAOFAX17.2123.1717.716.75105.251.19
Oppenheimer Discovery AOPOCX17.7118.7512.8416.45795.501.08
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 June 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 CapWMICX24.85%23.84%17.34%16.86%12.59%102.00%r1.66%
T. Rowe Price New HorizonsPRNHX27.3124.4718.8821.0811.278none0.76
Buffalo Small Cap**BUFSX25.2618.6113.6913.7111.1510none
Wasatch Core GrowthWGROX8.713.9711.0714.9611.0192.00r1.19
Wasatch Ultra GrowthWAMCX38.3628.9320.7518.8610.74102.00r1.24
Brown Capital Management Small Company InvBCSIX16.3517.4616.0418.110.4610none1.25
Century Small Cap Select Trust InvestorCSMVX6.6313.027.712.7710.219none1.21
Victory RS Partners ARSPFX-19.87-2.211.837.7910.1485.751.45
Wasatch Small Cap Growth InvWAAEX14.7819.9613.0615.269.96102.00r1.17
American Century Small Cap Value Fund Inv**ASVIX-14.53-2.372.438.529.8910none1.25
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.
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