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 April 30, 2018

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 APSGAX39.03%23.41%19.91%14.37%—%85.75%1.5%
Kinetics Small Capital Opportunities No LoadKSCOX35.4612.8312.518.2992.00r1.64
Federated Kaufmann Small Cap AFKASX32.2715.1117.5311.37105.501.85
Wasatch Micro CapWMICX31.2714.0515.429.7812.9392.00r1.75
Virtus Small-Cap Core A+PKSAX30.4617.2316.0612.728.9885.751.33
Wasatch Ultra GrowthWAMCX30.3215.415.8410.169.51102.00r1.3
Lord Abbett Developing Growth A**LAGWX30.316.8212.710.827.42105.750.97
JPMorgan Dynamic Small Cap Growth A**VSCOX30.1815.2915.4810.437.86105.251.25
JPMorgan Small Cap Growth APGSGX30.1115.2215.5611.568.43105.251.24
Alger Small Cap Focus AAOFAX29.8214.3614.499.88105.251.2
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 April 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 APSGAX39.03%23.41%19.91%14.37%—%85.75%1.5%
Oberweis Micro-CapOBMCX20.2819.3718.3911.059.8391.00r1.54
Virtus Small-Cap Core A+PKSAX30.4617.2316.0612.728.9885.751.33
Nationwide Small Company Growth ANWSAX27.1417.0717.0295.751.31
Brown Capital Management Small Company InvBCSIX27.3217.0117.9914.7611.359none1.28
AMG Managers Cadence Emerging Cos SMECAX16.8216.3116.4412.639.029none1.62
Conestoga Small Cap CCASX21.6415.614.8312.349none1.1
Wasatch Ultra GrowthWAMCX30.3215.415.8410.169.51102.00r1.3
JPMorgan Dynamic Small Cap Growth A**VSCOX30.1815.2915.4810.437.86105.251.25
JPMorgan Small Cap Growth APGSGX30.1115.2215.5611.568.43105.251.24
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 April 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 APSGAX39.03%23.41%19.91%14.37%—%85.75%1.5%
Oberweis Micro-CapOBMCX20.2819.3718.3911.059.8391.00r1.54
Brown Capital Management Small Company InvBCSIX27.3217.0117.9914.7611.359none1.28
Federated Kaufmann Small Cap AFKASX32.2715.1117.5311.37105.501.85
Nationwide Small Company Growth ANWSAX27.1417.0717.0295.751.31
Victory RS Small Cap Equity AGPSCX28.7511.511712.868.76105.751.25
T. Rowe Price New HorizonsPRNHX22.1514.316.6114.5610.348none0.78
RS Small Cap Growth A**RSEGX27.9311.1416.4612.149.06105.751.4
AMG Managers Cadence Emerging Cos SMECAX16.8216.3116.4412.639.029none1.62
Fidelity Small Cap GrowthFCPGX23.6614.7816.1511.547none1.07
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 April 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
Brown Capital Management Small Company InvBCSIX27.32%17.01%17.99%14.76%11.35%9none%1.28%
T. Rowe Price New HorizonsPRNHX22.1514.316.6114.5610.348none0.78
Virtus Small-Cap Sustainable Growth APSGAX39.0323.4119.9114.3785.751.5
Walthausen Small Cap ValueWSCVX6.217.759.413.47102.00r1.26
Dreyfus Opportunistic Small Cap**DSCVX17.9311.7213.8213.159.8410none1.1
Janus Henderson Triton TJATTX20.5112.2314.8813.17none0.91
Victory RS Small Cap Equity AGPSCX28.7511.511712.868.76105.751.25
Virtus Small-Cap Core A+PKSAX30.4617.2316.0612.728.9885.751.33
AMG Managers Cadence Emerging Cos SMECAX16.8216.3116.4412.639.029none1.62
Fidelity Small Cap Discovery**FSCRX5.465.829.3512.538none0.87
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 April 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 CapWMICX31.27%14.05%15.42%9.78%12.93%92.00%r1.75%
Buffalo Small Cap**BUFSX15.659.6510.299.6811.539none1.01
Wasatch Small Cap ValueWMCVX15.3110.2813.649.5611.3972.00r1.21
Guggenheim Mid Cap Value ASEVAX10.4510.169.319.2111.3674.751.27
Brown Capital Management Small Company InvBCSIX27.3217.0117.9914.7611.359none1.28
FMI FocusBVAOX8.525.479.549.8411.348none1.23
Royce Opportunity ServiceRYOFX12.331010.989.5611.03101.00r1.49
Value Line Small Cap Opportunities InvVLEOX10.599.96129.3510.755none1.21
Wasatch Core GrowthWGROX20.8511.8413.511.0110.5452.00r1.21
Meridian Growth LegacyMERDX17.7711.9512.6611.4910.5372.00r0.87
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.