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 December 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**VSCOX41.45%14.25%16.93%8.44%8.5%105.25%1.25%
JPMorgan Small Cap Growth APGSGX41.1314.1817.049.618.81105.251.24
Federated Kaufmann Small Cap AFKASX37.8815.2517.829.11105.501.85
Victory RS Small Cap Equity AGPSCX37.5711.8818.1611.259.12105.751.35
RS Small Cap Growth A**RSEGX36.8611.3817.669.999.8105.751.4
Virtus Small-Cap Sustainable Growth APSGAX36.6319.7619.9212.6185.751.5
Wasatch Micro CapWMICX36.0613.1916.027.6513.7492.00r1.75
Baron Discovery RetailBDFFX35.5211.9510none1.35
Virtus Small-Cap Core A+PKSAX34.6216.716.5311.099.3975.751.33
AllianceBernstein Small Cap Growth AQUASX34.612.2715.079.946.26104.251.17
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 December 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
Virtus Small-Cap Sustainable Growth APSGAX36.63%19.76%19.92%12.61%—%85.75%1.5%
Oberweis Micro-CapOBMCX27.919.2420.877.819.9991.00r1.64
AMG Managers Cadence Emerging Cos SMECAX22.2217.3118.4711.169.659none1.62
Virtus Small-Cap Core A+PKSAX34.6216.716.5311.099.3975.751.33
Conestoga Small Cap CCASX28.4416.5416.7811.359none1.1
Federated MDT Small Cap Growth AQASGX24.7615.6617.378.21105.501.15
Federated Kaufmann Small Cap AFKASX37.8815.2517.829.11105.501.85
Wasatch Micro Cap ValueWAMVX26.4115.0616.719.8552.00r1.85
Brown Capital Management Small Company InvBCSIX28.914.9518.2512.9811.8610none1.28
Fidelity Small Cap GrowthFCPGX29.0114.8417.859.548none1.07
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 December 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-CapOBMCX27.9%19.24%20.87%7.81%9.99%91.00%r1.64%
Virtus Small-Cap Sustainable Growth APSGAX36.6319.7619.9212.6185.751.5
Towle Deep Value FundTDVFX14.8113.9718.77102.00r1.2
T. Rowe Price New HorizonsPRNHX31.4913.9918.5713.1610.698none0.79
AMG Managers Cadence Emerging Cos SMECAX22.2217.3118.4711.169.659none1.62
Brown Capital Management Small Company InvBCSIX28.914.9518.2512.9811.8610none1.28
Victory RS Small Cap Equity AGPSCX37.5711.8818.1611.259.12105.751.35
Bridgeway Small Cap GrowthBRSGX19.6213.3718.16.39none0.94
Fidelity Small Cap GrowthFCPGX29.0114.8417.859.548none1.07
Emerald Growth InvFFGRX27.6612.4917.8310.98.8810none1.12
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 December 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
T. Rowe Price New HorizonsPRNHX31.49%13.99%18.57%13.16%10.69%8none%0.79%
Brown Capital Management Small Company InvBCSIX28.914.9518.2512.9811.8610none1.28
Virtus Small-Cap Sustainable Growth APSGAX36.6319.7619.9212.6185.751.5
Pimco StocksPLUS Small Fund DPCKDX17.1110.6814.4512.5910none1.09
Fidelity Small Cap Discovery**FSCRX7.916.812.4912.478none0.87
Dreyfus Opportunistic Small Cap**DSCVX24.1812.0616.0112.3910.410none1.1
Janus Henderson Triton TJATTX26.912.3516.1711.478none0.91
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX22.1211.6316.3711.397.8281.00r0.81
Conestoga Small Cap CCASX28.4416.5416.7811.359none1.1
JPMorgan Small Cap Equity AVSEAX15.2911.2814.8911.3110.3765.251.29
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 December 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 CapWMICX36.06%13.19%16.02%7.65%13.74%92.00%r1.75%
Wasatch Small Cap ValueWMCVX19.5512.7416.229.1312.4982.00r1.21
Guggenheim Mid Cap Value ASEVAX13.339.9512.168.6412.2384.751.27
FMI FocusBVAOX8.95.7911.859.24128none1.23
Brown Capital Management Small Company InvBCSIX28.914.9518.2512.9811.8610none1.28
Royce Opportunity ServiceRYOFX21.4610.6413.989.0911.84101.00r1.49
Wells Fargo Small Cap Value ASMVAX13.8510.529.946.4911.6495.751.28
Nuveen Small Cap Growth Opportunities AFRMPX16.527.6913.388.711.43105.751.42
Bridgeway Ultra Small Company MarketBRSIX12.477.8114.627.5911.17102.00r0.75
Value Line Small Cap Opportunities InvVLEOX17.6411.114.78.8111.156none1.21
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.