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 October 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 APSGAX30.6%28.03%20.95%19.09%—%85.75%1.37%
Needham Small Cap GrowthNESGX29.9718.2713.1212.7410none1.95
Virtus Small-Cap Core A+PKSAX26.9225.1817.0316.5610.1895.751.29
Needham Aggressive GrowthNEAGX20.8210.327.3211.6710none2.91
Columbia Small Cap Growth I A**CGOAX20.1220.9614.7214.689.55105.751.34
Davenport Small Cap Focus FundDSCPX20.113.718none0.97
MFS New Discovery AMNDAX1918.9811.0713.758.3495.751.29
Federated Kaufmann Small Cap AFKASX17.9324.0615.916.4295.501.35
RidgeWorth Small Cap Growth Stock ASCGIX17.3514.368.1312.277.9105.751.41
Putnam Small Cap Growth APNSAX16.8218.710.6114.277.295.751.21
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 October 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 APSGAX30.6%28.03%20.95%19.09%—%85.75%1.37%
Virtus Small-Cap Core A+PKSAX26.9225.1817.0316.5610.1895.751.29
Federated Kaufmann Small Cap AFKASX17.9324.0615.916.4295.501.35
Wasatch Micro CapWMICX14.3222.4314.5715.1113.7792.00r1.65
T. Rowe Price New HorizonsPRNHX16.8222.2615.1519.211.688none0.77
Wasatch Ultra GrowthWAMCX13.6622.1415.2915.9910.35102.00r1.24
Alger Small Cap Focus AAOFAX6.5922.0713.9815.08105.251.18
JPMorgan Small Cap Growth APGSGX13.4421.4912.715.629.48105.251.24
Neuberger Berman Small Cap Growth Inv**NBMIX12.0320.9811.7914.085.819none1.21
Columbia Small Cap Growth I A**CGOAX20.1220.9614.7214.689.55105.751.34
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, 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 APSGAX30.6%28.03%20.95%19.09%—%85.75%1.37%
Virtus Small-Cap Core A+PKSAX26.9225.1817.0316.5610.1895.751.29
Federated Kaufmann Small Cap AFKASX17.9324.0615.916.4295.501.35
Wasatch Ultra GrowthWAMCX13.6622.1415.2915.9910.35102.00r1.24
T. Rowe Price New HorizonsPRNHX16.8222.2615.1519.211.688none0.77
Driehaus Micro Cap GrowthDMCRX5.9419.6414.95102.00r1.42
Columbia Small Cap Growth I A**CGOAX20.1220.9614.7214.689.55105.751.34
Wasatch Micro CapWMICX14.3222.4314.5715.1113.7792.00r1.65
Alger Small Cap Focus AAOFAX6.5922.0713.9815.08105.251.18
Fidelity Small Cap GrowthFCPGX10.717.9113.5515.479none1.04
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, 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 HorizonsPRNHX16.82%22.26%15.15%19.2%11.68%8none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX30.628.0320.9519.0985.751.37
Virtus Small-Cap Core A+PKSAX26.9225.1817.0316.5610.1895.751.29
AllianceBernstein Small Cap Growth AQUASX9.7820.9511.6216.437.86104.251.15
Federated Kaufmann Small Cap AFKASX17.9324.0615.916.4295.501.35
Brown Capital Management Small Company InvBCSIX10.8917.9513.3316.1511.5510none1.25
Wasatch Ultra GrowthWAMCX13.6622.1415.2915.9910.35102.00r1.24
Victory RS Small Cap Equity AGPSCX9.0519.1311.2515.810.02105.751.22
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX11.8815.0210.3515.748.339none0.8
JPMorgan Small Cap Growth APGSGX13.4421.4912.715.629.48105.251.24
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 October 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 CapWMICX14.32%22.43%14.57%15.11%13.77%92.00%r1.65%
Victory RS Partners ARSPFX12.3110.86.2211.0812.2275.751.45
Buffalo Small Cap**BUFSX13.3517.989.8111.7812.110none1.01
Wasatch Small Cap ValueWMCVX6.1812.038.713.1711.9892.00r1.2
Boston Partners Small Cap Value Fund II InvBPSCX6.568.075.9511.0611.949none1.35
T. Rowe Price New HorizonsPRNHX16.8222.2615.1519.211.688none0.77
Wasatch Core GrowthWGROX12.4416.3211.7515.1211.6192.00r1.18
American Century Small Cap Value Fund Inv**ASVIX11.329.887.8211.3411.5810none1.25
Brown Capital Management Small Company InvBCSIX10.8917.9513.3316.1511.5510none1.25
Hotchkis & Wiley Small Cap Value AHWSAX-1.067.283.2212.0511.47105.251.28
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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