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 August 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 BRSVX101.22%15.49%16.73%14.16%—%10none%0.94%
Perkins DiscoveryPDFDX92.5823.4526.4115.9611.39101.00r2.59
Oberweis Micro-CapOBMCX91.0717.6422.3518.6412.77101.00r1.58
Kinetics Small Capital Opportunities No LoadKSCOX89.0116.2922.9316.3411.11102.00r1.64
Bridgeway Ultra-Small Company**BRUSX85.5214.1914.9312.311.4910none1.32
PineBridge US Micro Cap Portfolio RJMCGX81.5838.1832.0118.1610.49102.00r2.3
Bridgeway Ultra Small Company MarketBRSIX80.7412.1615.5914.5111.76102.00r0.75
Perritt Ultra MicroCapPREOX80.711.8111.7711.28102.00r2.68
Morgan Stanley Instl Fund Small Co Growth AMSSMX75.4549.7137.0822.3114.15105.25s1.25
Undiscovered Managers Behavioral Value A**UBVAX75.098.310.913.910.49105.251.3
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, 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 AMSSMX75.45%49.71%37.08%22.31%14.15%105.25%s1.25%
Needham Small Cap GrowthNESGX63.6339.2430.3618.979none1.85
PineBridge US Micro Cap Portfolio RJMCGX81.5838.1832.0118.1610.49102.00r2.3
Driehaus Micro Cap GrowthDMCRX67.630.6332.72102.00r1.43
T. Rowe Price New HorizonsPRNHX38.5528.728.5422.514.978none0.75
Wasatch Ultra GrowthWAMCX39.5428.3930.9620.9212.29102.00r1.19
Columbia Small Cap Growth I A**CGOAX40.6328.2128.0818.7612.43105.751.29
Needham Aggressive GrowthNEAGX43.3526.9622.4716.989none1.95
Driehaus Small Cap Growth InvDVSMX53.7626.71102.00r1.2
Wasatch Micro CapWMICX44.0725.8129.4420.3113.59102.00r1.66
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 August 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
Morgan Stanley Instl Fund Small Co Growth AMSSMX75.45%49.71%37.08%22.31%14.15%105.25%s1.25%
Driehaus Micro Cap GrowthDMCRX67.630.6332.72102.00r1.43
PineBridge US Micro Cap Portfolio RJMCGX81.5838.1832.0118.1610.49102.00r2.3
Wasatch Ultra GrowthWAMCX39.5428.3930.9620.9212.29102.00r1.19
Needham Small Cap GrowthNESGX63.6339.2430.3618.979none1.85
Wasatch Micro CapWMICX44.0725.8129.4420.3113.59102.00r1.66
T. Rowe Price New HorizonsPRNHX38.5528.728.5422.514.978none0.75
Columbia Small Cap Growth I A**CGOAX40.6328.2128.0818.7612.43105.751.29
Virtus Small-Cap Sustainable Growth APSGAX22.2122.2127.6520.8385.501.35
Baron Discovery RetailBDFFX41.4820.8827.5110none1.35
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, 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 HorizonsPRNHX38.55%28.7%28.54%22.5%14.97%8none%0.75%
Morgan Stanley Instl Fund Small Co Growth AMSSMX75.4549.7137.0822.3114.15105.25s1.25
Wasatch Ultra GrowthWAMCX39.5428.3930.9620.9212.29102.00r1.19
Virtus Small-Cap Sustainable Growth APSGAX22.2122.2127.6520.8385.501.35
Wasatch Micro CapWMICX44.0725.8129.4420.3113.59102.00r1.66
Federated Kaufmann Small Cap AFKASX38.5521.8926.7420.1195.501.35
Hood River Small-Cap Growth InvHRSRX56.9121.8723.3519.6110none1.25
Needham Small Cap GrowthNESGX63.6339.2430.3618.979none1.85
AllianceBernstein Small Cap Growth AQUASX38.1221.4526.1518.8511.7294.251.16
Columbia Small Cap Growth I A**CGOAX40.6328.2128.0818.7612.43105.751.29
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, 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 HorizonsPRNHX38.55%28.7%28.54%22.5%14.97%8none%0.75%
Morgan Stanley Instl Fund Small Co Growth AMSSMX75.4549.7137.0822.3114.15105.25s1.25
Wasatch Micro CapWMICX44.0725.8129.4420.3113.59102.00r1.66
Royce Smaller-Companies Growth ServiceRYVPX47.0616.5319.1713.8712.85101.00r1.49
Oberweis Micro-CapOBMCX91.0717.6422.3518.6412.77101.00r1.58
Columbia Small Cap Growth I A**CGOAX40.6328.2128.0818.7612.43105.751.29
Buffalo Small Cap**BUFSX47.1624.7626.2218.3612.3710none1.01
Lord Abbett Developing Growth A**LAGWX37.8922.0526.0817.9912.32105.750.93
Wasatch Ultra GrowthWAMCX39.5428.3930.9620.9212.29102.00r1.19
Wasatch Small Cap Growth InvWAAEX43.9424.925.7117.9512.08102.00r1.16
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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