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 August 30, 2018

Small-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
PineBridge US Micro Cap Portfolio RJMCGX63.08%11.79%7.24%6.84%10.41%102.00%r2.91%
Perkins DiscoveryPDFDX57.519.5512.8311.2312.83101.00r2.5
Alger Small Cap Focus AAOFAX57.2126.4418.6813.56105.251.2
Lord Abbett Developing Growth A**LAGWX56.2417.4213.8413.7710.89105.750.97
Driehaus Micro Cap GrowthDMCRX54.6722.48102.00r1.43
Driehaus Small Cap Growth InvDVSMX53.62102.00r1.2
Wasatch Ultra GrowthWAMCX51.826.6519.3413.7213.03102.00r1.3
Wasatch Micro CapWMICX50.6625.2317.6413.0316.07102.00r1.75
Legg Mason ClearBridge Small Cap Growth ASASMX48.0321.3714.5612.4913.15105.751.23
Nationwide Small Company Growth ANWSAX46.8226.5218.99105.751.31
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 August 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 APSGAX42.06%32.47%21.17%15.54%—%75.75%1.5%
Wasatch Ultra GrowthWAMCX51.826.6519.3413.7213.03102.00r1.3
Nationwide Small Company Growth ANWSAX46.8226.5218.99105.751.31
Alger Small Cap Focus AAOFAX57.2126.4418.6813.56105.251.2
Brown Capital Management Small Company InvBCSIX46.226.0619.7316.6414.1610none1.25
Baron Discovery RetailBDFFX44.9825.610none1.35
Wasatch Micro CapWMICX50.6625.2317.6413.0316.07102.00r1.75
Conestoga Small Cap CCASX39.5924.7317.314.0110none1.1
Virtus Small-Cap Core A+PKSAX34.124.4717.2113.8910.885.751.33
Oberweis Micro-CapOBMCX32.9824.3418.0812.6113101.00r1.54
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 August 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 APSGAX42.06%32.47%21.17%15.54%—%75.75%1.5%
Brown Capital Management Small Company InvBCSIX46.226.0619.7316.6414.1610none1.25
Federated Kaufmann Small Cap AFKASX45.121.5619.713.88105.501.85
Wasatch Ultra GrowthWAMCX51.826.6519.3413.7213.03102.00r1.3
Nationwide Small Company Growth ANWSAX46.8226.5218.99105.751.31
Alger Small Cap Focus AAOFAX57.2126.4418.6813.56105.251.2
Oberweis Micro-CapOBMCX32.9824.3418.0812.6113101.00r1.54
Fidelity Small Cap GrowthFCPGX37.0820.3417.8713.68none1.08
T. Rowe Price New HorizonsPRNHX35.3421.417.8516.6213.298none0.78
AMG Managers Cadence Emerging Cos SMECAX30.0622.2517.714.8311.5610none1.08
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 August 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 InvBCSIX46.2%26.06%19.73%16.64%14.16%10none%1.25%
T. Rowe Price New HorizonsPRNHX35.3421.417.8516.6213.298none0.78
Virtus Small-Cap Sustainable Growth APSGAX42.0632.4721.1715.5475.751.5
AMG Managers Cadence Emerging Cos SMECAX30.0622.2517.714.8311.5610none1.08
Janus Henderson Triton TJATTX29.9618.6916.4914.88none0.91
Victory RS Small Cap Equity AGPSCX35.9817.716.1114.2911.64105.751.25
RS Small Cap Growth A**RSEGX35.4717.2915.6114.2711.65105.751.4
AllianceBernstein Small Cap Growth AQUASX44.9721.3215.4914.038.91104.251.17
Conestoga Small Cap CCASX39.5924.7317.314.0110none1.1
Buffalo Emerging Opportunities FundBUFOX29.3316.511.213.9510none1.48
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 August 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 CapWMICX50.66%25.23%17.64%13.03%16.07%102.00%r1.75%
Buffalo Small Cap**BUFSX38.0319.2611.9911.9814.1910none1.01
Brown Capital Management Small Company InvBCSIX46.226.0619.7316.6414.1610none1.25
Nuveen Small Cap Growth Opportunities AFRMPX33.2116.2213.7511.7614105.751.3
Wasatch Small Cap ValueWMCVX25.0615.513.7811.0513.8872.00r1.21
AMG Managers Emerging Opportunities SMMCFX39.119.1414.7712.7813.710none1.42
Bridgeway Ultra-Small Company**BRUSX20.638.775.677.7613.710none1.18
Value Line Small Cap Opportunities InvVLEOX25.6615.6613.4710.9713.586none1.21
Wasatch Small Cap Growth InvWAAEX44.0118.5413.7713.1813.4292.00r1.27
Wasatch Core GrowthWGROX37.9418.3815.7613.2413.4172.00r1.21
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.