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 May 31, 2022

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
Hotchkis & Wiley Small Cap Value AHWSAX10.76%16.83%9.91%12.28%9.93%105.25%1.25%
Highland Small-Cap Equity AHSZAX9.9-11.61-4.284.714.93105.751.45
Kinetics Small Capital Opportunities No LoadKSCOX8.3923.0222.0617.7711.48102.00r1.64
Hodges Small Intrinsic Value RetailHDSVX6.8824.712.52101.00r1.29
Undiscovered Managers Behavioral Value A**UBVAX4.5917.2310.313.0410.53105.251.29
Invesco Small Cap Value A**VSCAX4.323.5413.213.6110.54105.501.12
Bridgeway Small Cap Value BRSVX3.9327.5315.113.8710none0.91
Pimco RAE Fundamental US Small APMJAX2.8419.7112.12103.750.93
Dean Small Cap ValueDASCX2.3713.497.0710.937.469none1.19
Guggenheim Mid Cap Value ASEVAX1.5314.829.7711.39.9184.751.19
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 May 31, 2022

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
Bridgeway Small Cap Value BRSVX3.93%27.53%15.1%13.87%—%10none%0.91%
Needham Aggressive GrowthNEAGX-6.9325.7614.9514.3410.729none1.82
Hodges Small Intrinsic Value RetailHDSVX6.8824.712.52101.00r1.29
Invesco Small Cap Value A**VSCAX4.323.5413.213.6110.54105.501.12
Kinetics Small Capital Opportunities No LoadKSCOX8.3923.0222.0617.7711.48102.00r1.64
Oberweis Mid-CapOBSOX-0.0821.2516.8314.729.5591.00r1.55
Oberweis Micro-CapOBMCX-1.3621.1516.4217.7811.86101.00r1.48
Towle Deep Value FundTDVFX-1.7821.077.6913.12102.00r1.1
Paradigm Intrinsic Value FundPVIVX-18.9220.9810.713.1102.00r1.25
Royce Opportunity ServiceRYOFX-11.6720.8311.5512.619.91101.00r1.49
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 May 31, 2022

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
Kinetics Small Capital Opportunities No LoadKSCOX8.39%23.02%22.06%17.77%11.48%102.00%r1.64%
Driehaus Micro Cap GrowthDMCRX-27.8720.1620.8102.00r1.35
PineBridge US Micro Cap Portfolio RJMCGX-43.5913.6318.7210.677.6102.00r1.85
Century Small Cap Select Trust InvestorCSMVX-6.5119.9517.3913.3910.158none1.25
Wasatch Ultra GrowthWAMCX-32.2712.4417.1315.389.54102.00r1.16
Oberweis Mid-CapOBSOX-0.0821.2516.8314.729.5591.00r1.55
Needham Small Cap GrowthNESGX-29.920.0916.713.5311.8610none1.83
Wasatch Micro CapWMICX-34.212.2116.6514.6210.21102.00r1.63
Oberweis Micro-CapOBMCX-1.3621.1516.4217.7811.86101.00r1.48
Virtus Small-Cap Core A+PKSAX-6.5813.3516.0314.529.7345.501.28
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 May 31, 2022

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
Oberweis Micro-CapOBMCX-1.36%21.15%16.42%17.78%11.86%101.00%r1.48%
Kinetics Small Capital Opportunities No LoadKSCOX8.3923.0222.0617.7711.48102.00r1.64
Virtus Small-Cap Sustainable Growth APSGAX-19.737.2115.3416.7985.501.34
Hood River Small-Cap Growth InvHRSRX-19.4917.3213.8415.5610none1.25
Wasatch Ultra GrowthWAMCX-32.2712.4417.1315.389.54102.00r1.16
Wasatch Micro Cap ValueWAMVX-21.5315.1114.0615.14102.00r1.66
T. Rowe Price New HorizonsPRNHX-31.27.6912.4414.7712.0910none0.75
Oberweis Mid-CapOBSOX-0.0821.2516.8314.729.5591.00r1.55
Wasatch Micro CapWMICX-34.212.2116.6514.6210.21102.00r1.63
Virtus Small-Cap Core A+PKSAX-6.5813.3516.0314.529.7345.501.28
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 May 31, 2022

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 HorizonsPRNHX-31.2%7.69%12.44%14.77%12.09%10none%0.75%
Needham Small Cap GrowthNESGX-29.920.0916.713.5311.8610none1.83
Oberweis Micro-CapOBMCX-1.3621.1516.4217.7811.86101.00r1.48
Kinetics Small Capital Opportunities No LoadKSCOX8.3923.0222.0617.7711.48102.00r1.64
Needham Aggressive GrowthNEAGX-6.9325.7614.9514.3410.729none1.82
Transamerica Small/Mid Cap Value A IIVAX1.3313.579.111.5810.6995.501.23
Victory RS Partners ARSPFX-0.9413.3310.6611.5210.6795.751.45
JPMorgan Small Cap Equity AVSEAX-12.310.168.3311.5510.5885.251.26
Invesco Small Cap Value A**VSCAX4.323.5413.213.6110.54105.501.12
Undiscovered Managers Behavioral Value A**UBVAX4.5917.2310.313.0410.53105.251.29
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.