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 October 31, 2017

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
JPMorgan Dynamic Small Cap Growth A**VSCOX42.78%13.13%16.01%7.23%8.02%105.25%1.25%
JPMorgan Small Cap Growth A**PGSGX42.6913.116.128.328.52105.251.24
Oberweis Micro-CapOBMCX42.6218.1620.286.439.5391.00r1.64
ICON Opportunities FundICONX42.5212.6415.7110none1.51
Victory RS Small Cap Equity AGPSCX42.5112.8317.759.848.97105.751.35
Conestoga Small Cap CCASX42.2816.4217.4210.599none1.1
RS Small Cap Growth A**RSEGX41.7512.2417.228.379.5105.751.4
Scout Small CapUMBHX40.6912.6516.997.028.989none1.04
Baron Discovery RetailBDFFX39.4613.8110none1.35
Virtus Small-Cap Core A+PKSAX38.9215.8615.59.569.1175.751.37
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 October 31, 2017

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
AMG Managers Cadence Emerging Cos SMECAX38.75%19.14%18.98%10.21%9.8%9none%1.62%
Virtus Small-Cap Sustainable Growth APSGAX37.0619.1219.5811.1485.751.5
Oberweis Micro-CapOBMCX42.6218.1620.286.439.5391.00r1.64
Conestoga Small Cap CCASX42.2816.4217.4210.599none1.1
Fidelity Small Cap GrowthFCPGX35.4415.9617.868.881.50r1.07
Driehaus Micro Cap GrowthDMCRX32.8415.91102.00r1.44
Virtus Small-Cap Core A+PKSAX38.9215.8615.59.569.1175.751.37
Columbia Small Cap Growth I A**CGOAX36.515.2914.647.239.1895.751.36
Brown Capital Management Small Company InvBCSIX34.1615.1918.7912.4211.779none1.28
Federated MDT Small Cap Growth AQASGX35.9115.1717.497.27105.501.15
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 October 31, 2017

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
Oberweis Micro-CapOBMCX42.62%18.16%20.28%6.43%9.53%91.00%r1.64%
Towle Deep Value FundTDVFX33.9814.7619.98102.00r1.2
Virtus Small-Cap Sustainable Growth APSGAX37.0619.1219.5811.1485.751.5
AMG Managers Cadence Emerging Cos SMECAX38.7519.1418.9810.219.89none1.62
Federated MDT Small Cap Core AQASCX32.1214.5518.866.4105.501.14
Brown Capital Management Small Company InvBCSIX34.1615.1918.7912.4211.779none1.28
T. Rowe Price New HorizonsPRNHX33.5113.9318.7212.1710.568none0.79
Nationwide Small Company Growth ANWSAX34.0714.718.06105.751.33
Fidelity Small Cap GrowthFCPGX35.4415.9617.868.881.50r1.07
Victory RS Small Cap Equity AGPSCX42.5112.8317.759.848.97105.751.35
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 October 31, 2017

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 InvBCSIX34.16%15.19%18.79%12.42%11.77%9none%1.28%
T. Rowe Price New HorizonsPRNHX33.5113.9318.7212.1710.568none0.79
Pimco StocksPLUS Small Fund DPCKDX31.7810.8315.0211.6610none1.09
Fidelity Small Cap Discovery**FSCRX21.487.5513.3211.5481.50r0.87
Virtus Small-Cap Sustainable Growth APSGAX37.0619.1219.5811.1485.751.5
Dreyfus Opportunistic Small Cap**DSCVX32.8810.8315.5610.779.8310none1.1
Conestoga Small Cap CCASX42.2816.4217.4210.599none1.1
Janus Triton TJATTX30.7712.8816.6610.538none0.92
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX27.2311.0216.3610.297.5681.00r0.81
Homestead Small Company StockHSCSX26.938.8713.8810.2710none0.89
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 October 31, 2017

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 CapWMICX33.73%12.88%14.98%6.08%13.28%92.00%r1.92%
Guggenheim Mid Cap Value ASEVAX24.468.7812.447.7212.274.751.49
FMI FocusBVAOX17.185.8112.688.3512.028none1.25
Brown Capital Management Small Company InvBCSIX34.1615.1918.7912.4211.779none1.28
Royce Opportunity ServiceRYOFX38.7410.8914.917.7911.52101.00r1.49
Nuveen Small Cap Growth Opportunities AFRMPX25.078.6814.287.7411.1105.751.42
Meridian Growth LegacyMERDX28.611.0613.869.3910.8782.00r0.87
Sentinel Small Company A**SAGWX23.8211.1814.368.0110.885.751.22
Wasatch Core GrowthWGROX25.4511.5814.248.5610.7662.00r1.21
Ivy Small Cap Growth AWSGAX29.6210.9714.398.7410.6295.751.41
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.