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, 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
Morgan Stanley Instl Fund Small Co Growth AMSSMX142.65%55.77%39.74%20.93%13.6%105.25%s1.25%
Bridgeway Small Cap Value BRSVX129.4516.6717.7612.6610none0.94
Bridgeway Ultra-Small Company**BRUSX123.6118.9715.7110.6711.4310none1.32
PineBridge US Micro Cap Portfolio RJMCGX122.7844.4233.6615.799.98102.00r2.3
Snow Capital Small Cap Value Fund Class ASNWAX119.3113.2113.319.32105.25s1.51
Towle Deep Value FundTDVFX112.887.3912.55102.00r1.19
Bridgeway Ultra Small Company MarketBRSIX111.7214.1417.1712.8311.75102.00r0.75
Invesco Small Cap Value A**VSCAX111.0714.2815.9611.9510.9105.501.13
Royce Opportunity ServiceRYOFX110.6717.5520.5412.5911.02101.00r1.49
Perkins DiscoveryPDFDX110.6526.8527.1613.0810.88101.00r2.61
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, 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 AMSSMX142.65%55.77%39.74%20.93%13.6%105.25%s1.25%
PineBridge US Micro Cap Portfolio RJMCGX122.7844.4233.6615.799.98102.00r2.3
Needham Small Cap GrowthNESGX81.0739.6631.2515.719none1.85
Driehaus Micro Cap GrowthDMCRX102.8135.3235.45102.00r1.43
Wasatch Ultra GrowthWAMCX54.9132.4732.3218.712.04102.00r1.19
Wasatch Micro CapWMICX73.3232.0531.6818.4413.84102.00r1.66
Driehaus Small Cap Growth InvDVSMX73.4630.41102.00r1.2
Columbia Small Cap Growth I A**CGOAX55.0330.3727.8515.9611.43105.751.29
Buffalo Small Cap**BUFSX66.4728.7927.4116.1812.4810none1.01
Wasatch Small Cap Growth InvWAAEX60.9128.4225.4615.8911.65102.00r1.16
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.
Data through May 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 AMSSMX142.65%55.77%39.74%20.93%13.6%105.25%s1.25%
Driehaus Micro Cap GrowthDMCRX102.8135.3235.45102.00r1.43
PineBridge US Micro Cap Portfolio RJMCGX122.7844.4233.6615.799.98102.00r2.3
Wasatch Ultra GrowthWAMCX54.9132.4732.3218.712.04102.00r1.19
Wasatch Micro CapWMICX73.3232.0531.6818.4413.84102.00r1.66
Needham Small Cap GrowthNESGX81.0739.6631.2515.719none1.85
Baron Discovery RetailBDFFX68.1727.0229.6110none1.35
Columbia Small Cap Growth I A**CGOAX55.0330.3727.8515.9611.43105.751.29
Virtus Small-Cap Sustainable Growth APSGAX30.6921.3127.4219.3685.501.35
Buffalo Small Cap**BUFSX66.4728.7927.4116.1812.4810none1.01
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 May 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
Morgan Stanley Instl Fund Small Co Growth AMSSMX142.65%55.77%39.74%20.93%13.6%105.25%s1.25%
T. Rowe Price New HorizonsPRNHX39.8527.3626.8519.4813.778none0.75
Virtus Small-Cap Sustainable Growth APSGAX30.6921.3127.4219.3685.501.35
Wasatch Ultra GrowthWAMCX54.9132.4732.3218.712.04102.00r1.19
Wasatch Micro CapWMICX73.3232.0531.6818.4413.84102.00r1.66
Hood River Small-Cap Growth InvHRSRX88.7225.7525.0917.110none1.25
Buffalo Emerging Opportunities FundBUFOX66.2524.2525.0416.8510none1.49
Federated Kaufmann Small Cap AFKASX41.3422.4326.6916.6295.501.35
Wasatch Micro Cap ValueWAMVX82.5726.2924.2116.57102.00r1.74
Oberweis Micro-CapOBMCX104.6318.2523.316.1811.9101.00r1.58
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, 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
Wasatch Micro CapWMICX73.32%32.05%31.68%18.44%13.84%102.00%r1.66%
T. Rowe Price New HorizonsPRNHX39.8527.3626.8519.4813.778none0.75
Morgan Stanley Instl Fund Small Co Growth AMSSMX142.6555.7739.7420.9313.6105.25s1.25
Buffalo Small Cap**BUFSX66.4728.7927.4116.1812.4810none1.01
Wasatch Ultra GrowthWAMCX54.9132.4732.3218.712.04102.00r1.19
William Blair Small Cap Growth NWBSNX62.1317.2221.7515.1912.049none1.5
Oberweis Micro-CapOBMCX104.6318.2523.316.1811.9101.00r1.58
Bridgeway Ultra Small Company MarketBRSIX111.7214.1417.1712.8311.75102.00r0.75
Lord Abbett Developing Growth A**LAGWX56.7125.4726.9115.7511.68105.750.93
Wasatch Small Cap Growth InvWAAEX60.9128.4225.4615.8911.65102.00r1.16
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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