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, 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
Virtus Small-Cap Sustainable Growth APSGAX14.06%28.42%21.9%19.23%—%75.75%1.37%
Virtus Small-Cap Core A+PKSAX9.4322.6316.5816.499.7895.751.29
T. Rowe Price New HorizonsPRNHX8.9921.5215.7319.5911.98none0.77
Needham Small Cap GrowthNESGX8.0314.6410.6711.649none1.95
Columbia Small Cap Growth I A**CGOAX7.7620.815.215.1710.31105.751.34
Morgan Stanley Instl Fund Small Co Growth AMSSMX6.6415.458.3512.438.65105.25s1.25
Federated Kaufmann Small Cap AFKASX5.5423.9916.0516.495.501.35
Artisan Small Cap Fund Inv**ARTSX4.2218.511416.239.6510none1.2
RidgeWorth Small Cap Growth Stock ASCGIX4.0413.268.5312.438.0595.751.41
Neuberger Berman Small Cap Growth Inv**NBMIX4.0420.7412.8814.356.5710none1.21
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, 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 APSGAX14.06%28.42%21.9%19.23%—%75.75%1.37%
Federated Kaufmann Small Cap AFKASX5.5423.9916.0516.495.501.35
Alger Small Cap Focus AAOFAX0.7323.8316.216.26105.251.18
Virtus Small-Cap Core A+PKSAX9.4322.6316.5816.499.7895.751.29
Lord Abbett Developing Growth A**LAGWX2.4621.5411.1116.278.74105.750.93
T. Rowe Price New HorizonsPRNHX8.9921.5215.7319.5911.98none0.77
Wasatch Micro CapWMICX-2.0121.3814.4515.1613.892.00r1.65
Wasatch Ultra GrowthWAMCX-2.1521.2115.3916.4310.53102.00r1.24
Columbia Small Cap Growth I A**CGOAX7.7620.815.215.1710.31105.751.34
Neuberger Berman Small Cap Growth Inv**NBMIX4.0420.7412.8814.356.5710none1.21
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, 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 APSGAX14.06%28.42%21.9%19.23%—%75.75%1.37%
Virtus Small-Cap Core A+PKSAX9.4322.6316.5816.499.7895.751.29
Driehaus Micro Cap GrowthDMCRX-6.8919.8216.42102.00r1.42
Alger Small Cap Focus AAOFAX0.7323.8316.216.26105.251.18
Federated Kaufmann Small Cap AFKASX5.5423.9916.0516.495.501.35
T. Rowe Price New HorizonsPRNHX8.9921.5215.7319.5911.98none0.77
Wasatch Ultra GrowthWAMCX-2.1521.2115.3916.4310.53102.00r1.24
Brown Capital Management Small Company InvBCSIX-5.4918.4215.2217.1311.9810none1.25
Columbia Small Cap Growth I A**CGOAX7.7620.815.215.1710.31105.751.34
Nationwide Small Company Growth ANWSAX-4.1819.3815.18105.751.32
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, 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 HorizonsPRNHX8.99%21.52%15.73%19.59%11.9%8none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX14.0628.4221.919.2375.751.37
Brown Capital Management Small Company InvBCSIX-5.4918.4215.2217.1311.9810none1.25
AllianceBernstein Small Cap Growth AQUASX-1.7620.5511.8216.597.7104.251.13
Virtus Small-Cap Core A+PKSAX9.4322.6316.5816.499.7895.751.29
Wasatch Ultra GrowthWAMCX-2.1521.2115.3916.4310.53102.00r1.24
Federated Kaufmann Small Cap AFKASX5.5423.9916.0516.495.501.35
Lord Abbett Developing Growth A**LAGWX2.4621.5411.1116.278.74105.750.93
Alger Small Cap Focus AAOFAX0.7323.8316.216.26105.251.18
Artisan Small Cap Fund Inv**ARTSX4.2218.511416.239.6510none1.2
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 August 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 CapWMICX-2.01%21.38%14.45%15.16%13.8%92.00%r1.65%
Brown Capital Management Small Company InvBCSIX-5.4918.4215.2217.1311.9810none1.25
T. Rowe Price New HorizonsPRNHX8.9921.5215.7319.5911.98none0.77
Buffalo Small Cap**BUFSX-5.7515.859.5611.2411.7910none1.01
Victory RS Partners ARSPFX0.199.524.9810.7811.6175.751.45
Wasatch Small Cap ValueWMCVX-7.019.97.8112.7811.5392.00r1.2
Wasatch Core GrowthWGROX-3.3415.3212.214.8811.5292.00r1.18
Boston Partners Small Cap Value Fund II InvBPSCX-10.24.844.5710.5411.399none1.35
Wasatch Small Cap Growth InvWAAEX2.6318.251214.5811.1992.00r1.2
Meridian Growth LegacyMERDX-7.6410.899.3313.3511.1292.00r
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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