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, 2019

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 AMSSMX16.73%18.05%8.98%13.36%9.06%105.25%s1.25%
Virtus Small-Cap Sustainable Growth APSGAX16.3129.8222.2420.2185.751.37
PineBridge US Micro Cap Portfolio RJMCGX15.8217.937.9712.098.26102.00r2.64
Wasatch Small Cap Growth InvWAAEX13.9418.6911.9515.3811.4792.00r1.2
T. Rowe Price New HorizonsPRNHX13.8221.8615.620.3511.658none0.77
Neuberger Berman Small Cap Growth Inv**NBMIX13.5323.5513.6815.287.189none1.21
Perkins DiscoveryPDFDX12.4222.358.9513.2110.17101.00r2.5
Federated Kaufmann Small Cap AFKASX12.2725.9216.8717.5595.501.35
Alger Small Cap Focus AAOFAX10.9724.7915.1416.74105.251.18
Wasatch Ultra GrowthWAMCX10.7624.5715.9617.7810.78102.00r1.24
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, 2019

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 APSGAX16.31%29.82%22.24%20.21%—%85.75%1.37%
Federated Kaufmann Small Cap AFKASX12.2725.9216.8717.5595.501.35
Alger Small Cap Focus AAOFAX10.9724.7915.1416.74105.251.18
Wasatch Ultra GrowthWAMCX10.7624.5715.9617.7810.78102.00r1.24
Driehaus Micro Cap GrowthDMCRX3.0223.7516.17102.00r1.42
Neuberger Berman Small Cap Growth Inv**NBMIX13.5323.5513.6815.287.189none1.21
Wasatch Micro CapWMICX7.2422.6214.1516.214.1292.00r1.65
Lord Abbett Developing Growth A**LAGWX10.2122.4710.9916.528.32105.750.93
Perkins DiscoveryPDFDX12.4222.358.9513.2110.17101.00r2.5
T. Rowe Price New HorizonsPRNHX13.8221.8615.620.3511.658none0.77
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, 2019

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 APSGAX16.31%29.82%22.24%20.21%—%85.75%1.37%
Federated Kaufmann Small Cap AFKASX12.2725.9216.8717.5595.501.35
Driehaus Micro Cap GrowthDMCRX3.0223.7516.17102.00r1.42
Wasatch Ultra GrowthWAMCX10.7624.5715.9617.7810.78102.00r1.24
Virtus Small-Cap Core A+PKSAX5.920.1815.7217.029.0595.751.29
T. Rowe Price New HorizonsPRNHX13.8221.8615.620.3511.658none0.77
Nationwide Small Company Growth ANWSAX4.3820.0615.22105.751.32
Alger Small Cap Focus AAOFAX10.9724.7915.1416.74105.251.18
Brown Capital Management Small Company InvBCSIX2.4118.5215.1118.0211.8410none1.25
Wasatch Micro CapWMICX7.2422.6214.1516.214.1292.00r1.65
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, 2019

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 HorizonsPRNHX13.82%21.86%15.6%20.35%11.65%8none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX16.3129.8222.2420.2185.751.37
Brown Capital Management Small Company InvBCSIX2.4118.5215.1118.0211.8410none1.25
Wasatch Ultra GrowthWAMCX10.7624.5715.9617.7810.78102.00r1.24
Federated Kaufmann Small Cap AFKASX12.2725.9216.8717.5595.501.35
AllianceBernstein Small Cap Growth AQUASX4.5120.8812.1117.427.41104.251.13
Buffalo Emerging Opportunities FundBUFOX4.0318.359.5817.119none1.48
Virtus Small-Cap Core A+PKSAX5.920.1815.7217.029.0595.751.29
Victory RS Small Cap Equity AGPSCX-1.119.7513.0316.9410.47105.751.22
RS Small Cap Growth A**RSEGX-1.7618.9912.4316.87.5105.751.4
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, 2019

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 CapWMICX7.24%22.62%14.15%16.2%14.12%92.00%r1.65%
Brown Capital Management Small Company InvBCSIX2.4118.5215.1118.0211.8410none1.25
Wasatch Small Cap ValueWMCVX-4.0612.187.3914.2111.8492.00r1.2
Buffalo Small Cap**BUFSX-0.1916.28.6412.0911.8310none1.01
T. Rowe Price New HorizonsPRNHX13.8221.8615.620.3511.658none0.77
Wasatch Core GrowthWGROX3.7815.7511.9416.0811.5892.00r1.18
Victory RS Partners ARSPFX2.1211.064.5512.1411.5675.751.45
Wasatch Small Cap Growth InvWAAEX13.9418.6911.9515.3811.4792.00r1.2
Nuveen Small Cap Growth Opportunities AFRMPX-5.0111.567.4913.411.2105.751.24
Boston Partners Small Cap Value Fund II InvBPSCX-11.7564.0412.2311.129none1.35
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.
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