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 January 31, 2019

Small-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Perkins DiscoveryPDFDX38.21%24.48%6.91%15.49%10.04%101.00%r2.5%
PineBridge US Micro Cap Portfolio RJMCGX22.3416.554.3512.898.42102.00r2.64
Alger Small Cap Focus AAOFAX20.9826.9213.2918.37105.251.18
Wasatch Ultra GrowthWAMCX18.7526.4113.1519.499.68102.00r1.24
Lord Abbett Developing Growth A**LAGWX17.1620.877.3717.848.04105.750.93
Neuberger Berman Small Cap Growth Inv**NBMIX13.922.4310.1815.347.0210none1.21
AMG Frontier Small Cap Growth NMSSVX13.6319.78.4610none1.3
Legg Mason ClearBridge Small Cap Growth ASASMX12.6720.228.7216.969.9595.751.19
Driehaus Small Cap Growth InvDVSMX12.41102.00r1.2
Friess Small Cap Growth InvSCGNX11.5710none1.45
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 January 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 APSGAX9.15%28.27%17.58%20.43%—%75.75%1.37%
Aegis Value AAVFAX-4.7427.941.9916.369.31103.751.7
Baron Discovery RetailBDFFX7.427.5411.8110none1.35
Alger Small Cap Focus AAOFAX20.9826.9213.2918.37105.251.18
Federated Kaufmann Small Cap AFKASX9.9526.7113.5418.8195.501.35
Wasatch Ultra GrowthWAMCX18.7526.4113.1519.499.68102.00r1.24
Driehaus Micro Cap GrowthDMCRX11.224.7512.05102.00r1.43
Kinetics Small Capital Opportunities No LoadKSCOX6.4224.598.617.0992.00r1.64
Perkins DiscoveryPDFDX38.2124.486.9115.4910.04101.00r2.5
JPMorgan Dynamic Small Cap Growth A**VSCOX2.2423.919.9716.538.24105.251.24
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 January 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 APSGAX9.15%28.27%17.58%20.43%—%75.75%1.37%
Federated Kaufmann Small Cap AFKASX9.9526.7113.5418.8195.501.35
Virtus Small-Cap Core A+PKSAX-1.6720.8113.316.938.885.751.29
Alger Small Cap Focus AAOFAX20.9826.9213.2918.37105.251.18
Meridian Small Cap Growth LegacyMSGGX5.8720.713.1672.00r1.14
Wasatch Ultra GrowthWAMCX18.7526.4113.1519.499.68102.00r1.24
T. Rowe Price New HorizonsPRNHX9.1221.812.8421.2211.18none0.78
Driehaus Micro Cap GrowthDMCRX11.224.7512.05102.00r1.43
Nationwide Small Company Growth ANWSAX7.9622.1811.83105.751.32
Baron Discovery RetailBDFFX7.427.5411.8110none1.35
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.

Data through January 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 HorizonsPRNHX9.12%21.8%12.84%21.22%11.1%8none%0.78%
Virtus Small-Cap Sustainable Growth APSGAX9.1528.2717.5820.4375.751.37
Wasatch Ultra GrowthWAMCX18.7526.4113.1519.499.68102.00r1.24
Brown Capital Management Small Company InvBCSIX5.920.7211.7719.2311.5110none1.25
Buffalo Emerging Opportunities FundBUFOX2.9418.914.919.149none1.48
AMG Managers Cadence Emerging Cos SMECAX1.4419.3111.6518.919.989none1.08
Federated Kaufmann Small Cap AFKASX9.9526.7113.5418.8195.501.35
AllianceBernstein Small Cap Growth AQUASX6.1323.039.0718.597.08104.251.13
Janus Henderson Triton TJATTX-0.1916.811118.598none0.91
Alger Small Cap Focus AAOFAX20.9826.9213.2918.37105.251.18
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 January 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 CapWMICX10.52%23.13%10.58%17.7%13.27%102.00%r1.65%
Wasatch Small Cap ValueWMCVX-2.216.119.4917.0911.9682.00r1.2
Buffalo Small Cap**BUFSX3.8417.195.9713.6611.8910none1.01
Boston Partners Small Cap Value Fund II InvBPSCX-8.311.215.9114.8111.649none1.35
Nuveen Small Cap Growth Opportunities AFRMPX1.5716.117.215.8911.61105.751.24
Brown Capital Management Small Company InvBCSIX5.920.7211.7719.2311.5110none1.25
Undiscovered Managers Behavioral Value A**UBVAX-5.2911.27.6917.7311.48105.251.29
Victory RS Partners ARSPFX-6.2613.433.9413.7111.4875.751.45
Bridgeway Ultra-Small Company**BRUSX-6.437.55-0.9511.9211.4610none1.18
Wasatch Core GrowthWGROX1.7916.4311.2617.7211.3682.00r1.18
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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