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, 2018

Small-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Kinetics Small Capital Opportunities No LoadKSCOX43%15.7%13.35%10.18%—%92.00%r1.64%
Lord Abbett Developing Growth A**LAGWX41.958.8813.0212.198.36105.750.97
Virtus Small-Cap Sustainable Growth APSGAX41.8524.9920.5915.4585.751.5
Driehaus Micro Cap GrowthDMCRX39.2714.61102.00r1.43
Wasatch Micro CapWMICX38.8517.5916.1611.7113.6592.00r1.75
Perkins DiscoveryPDFDX37.7812.5710.069.7310.69101.00r2.5
Wasatch Ultra GrowthWAMCX37.0617.9717.0212.0210.5102.00r1.3
CM Advisors Small Cap ValueCMOVX36.3310.315.59101.00r1.25
Federated Kaufmann Small Cap AFKASX36.215.418.8613.08105.501.85
Alger Small Cap Focus AAOFAX35.9418.0116.2211.64105.251.2
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, 2018

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
Virtus Small-Cap Sustainable Growth APSGAX41.85%24.99%20.59%15.45%—%85.75%1.5%
Virtus Small-Cap Core A+PKSAX32.3419.6516.6614.159.3385.751.33
Oberweis Micro-CapOBMCX25.419.5918.3912.110.591.00r1.54
Nationwide Small Company Growth ANWSAX29.7519.2118.0395.751.31
Brown Capital Management Small Company InvBCSIX28.5818.6318.6515.7711.949none1.25
AMG Managers Cadence Emerging Cos SMECAX27.8718.2717.3514.019.739none1.62
Alger Small Cap Focus AAOFAX35.9418.0116.2211.64105.251.2
Wasatch Ultra GrowthWAMCX37.0617.9717.0212.0210.5102.00r1.3
Conestoga Small Cap CCASX27.7217.8915.9313.539none1.1
Wasatch Micro CapWMICX38.8517.5916.1611.7113.6592.00r1.75
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, 2018

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 APSGAX41.85%24.99%20.59%15.45%—%85.75%1.5%
Federated Kaufmann Small Cap AFKASX36.215.418.8613.08105.501.85
Brown Capital Management Small Company InvBCSIX28.5818.6318.6515.7711.949none1.25
Oberweis Micro-CapOBMCX25.419.5918.3912.110.591.00r1.54
Nationwide Small Company Growth ANWSAX29.7519.2118.0395.751.31
T. Rowe Price New HorizonsPRNHX28.3516.4917.5616.0711.058none0.78
AMG Managers Cadence Emerging Cos SMECAX27.8718.2717.3514.019.739none1.62
Wasatch Ultra GrowthWAMCX37.0617.9717.0212.0210.5102.00r1.3
Fidelity Small Cap GrowthFCPGX30.2215.1716.9512.298none1.07
Virtus Small-Cap Core A+PKSAX32.3419.6516.6614.159.3385.751.33
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, 2018

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 HorizonsPRNHX28.35%16.49%17.56%16.07%11.05%8none%0.78%
Brown Capital Management Small Company InvBCSIX28.5818.6318.6515.7711.949none1.25
Virtus Small-Cap Sustainable Growth APSGAX41.8524.9920.5915.4585.751.5
Janus Henderson Triton TJATTX22.5913.1515.6914.38none0.91
Virtus Small-Cap Core A+PKSAX32.3419.6516.6614.159.3385.751.33
Buffalo Emerging Opportunities FundBUFOX21.7411.1511.5514.1410none1.48
Dreyfus Opportunistic Small Cap**DSCVX19.5710.4812.9414.110.510none1.1
Undiscovered Managers Behavioral Value A**UBVAX13.8610.9912.4314.0685.251.28
AMG Managers Cadence Emerging Cos SMECAX27.8718.2717.3514.019.739none1.62
Victory RS Small Cap Equity AGPSCX31.9411.6816.4313.989.42105.751.25
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 June 30, 2018

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 CapWMICX38.85%17.59%16.16%11.71%13.65%92.00%r1.75%
Buffalo Small Cap**BUFSX26.4912.9311.0611.912.529none1.01
Wasatch Small Cap ValueWMCVX18.2910.8613.5510.4812.172.00r1.21
Brown Capital Management Small Company InvBCSIX28.5818.6318.6515.7711.949none1.25
Guggenheim Mid Cap Value ASEVAX14.7411.679.8810.1211.7274.751.27
FMI FocusBVAOX14.697.289.9811.0511.728none1.23
Royce Opportunity ServiceRYOFX16.8311.8811.0410.8311.65101.00r1.49
Teton Westwood Mighty Mites AAAWEMMX11.4109.7911.0311.4872.00r1.41
Value Line Small Cap Opportunities InvVLEOX14.2511.1812.4110.1511.355none1.21
Nuveen Small Cap Growth Opportunities AFRMPX21.129.8312.711.1811.32105.751.3
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.