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 January 31, 2020

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
Needham Small Cap GrowthNESGX34.15%17.7%15.2%12.64%—% none%1.95%
Virtus Small-Cap Sustainable Growth APSGAX32.4327.0322.2719.45 5.751.37
Wasatch Micro CapWMICX30.3325.0617.3316.1313.21 2.00r1.66
T. Rowe Price New HorizonsPRNHX29.7223.6617.5419.7511.05 none0.77
PineBridge US Micro Cap Portfolio RJMCGX29.6325.729.7111.886.67 2.00r2.3
Victory Munder Small Cap Growth AMASCX29.5619.03 5.751.4
Davenport Small Cap Focus FundDSCPX29.5612.7611.41 none0.97
Needham Aggressive GrowthNEAGX29.359.989.0112.07 none2.91
Virtus Small-Cap Core A+PKSAX28.9320.7317.4116.1410.4 5.751.29
Harbor Small Cap Growth InvHISGX28.1415.2311.0813.83 none1.24
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 January 31, 2020

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 APSGAX32.43%27.03%22.27%19.45%—% 5.75%1.37%
Wasatch Ultra GrowthWAMCX27.7125.9519.0317.3210.75 2.00r1.24
PineBridge US Micro Cap Portfolio RJMCGX29.6325.729.7111.886.67 2.00r2.3
Wasatch Micro CapWMICX30.3325.0617.3316.1313.21 2.00r1.66
Federated Kaufmann Small Cap AFKASX24.5525.011816.68 5.501.36
T. Rowe Price New HorizonsPRNHX29.7223.6617.5419.7511.05 none0.77
Alger Small Cap Focus AAOFAX14.7922.5916.1515.44 5.251.19
JPMorgan Small Cap Growth APGSGX23.721.3115.5516.119.33 5.251.24
Artisan Small Cap Fund Inv**ARTSX25.0721.0515.2316.159.1 none1.2
Neuberger Berman Small Cap Growth Inv**NBMIX19.0520.9313.7114.564.12 none1.19
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 January 31, 2020

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 APSGAX32.43%27.03%22.27%19.45%—% 5.75%1.37%
Wasatch Ultra GrowthWAMCX27.7125.9519.0317.3210.75 2.00r1.24
Federated Kaufmann Small Cap AFKASX24.5525.011816.68 5.501.36
T. Rowe Price New HorizonsPRNHX29.7223.6617.5419.7511.05 none0.77
Virtus Small-Cap Core A+PKSAX28.9320.7317.4116.1410.4 5.751.29
Wasatch Micro CapWMICX30.3325.0617.3316.1313.21 2.00r1.66
Columbia Small Cap Growth I A**CGOAX24.5220.3416.4514.938.34 5.751.33
Nationwide Small Company Growth ANWSAX17.9319.2216.26 5.751.32
Alger Small Cap Focus AAOFAX14.7922.5916.1515.44 5.251.19
Brown Capital Management Small Company InvBCSIX18.618.9616.0916.8910.36 none1.25
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 January 31, 2020

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 HorizonsPRNHX29.72%23.66%17.54%19.75%11.05% none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX32.4327.0322.2719.45 5.751.37
Wasatch Ultra GrowthWAMCX27.7125.9519.0317.3210.75 2.00r1.24
Brown Capital Management Small Company InvBCSIX18.618.9616.0916.8910.36 none1.25
AllianceBernstein Small Cap Growth AQUASX19.9620.2814.5116.697.75 4.251.15
Federated Kaufmann Small Cap AFKASX24.5525.011816.68 5.501.36
Artisan Small Cap Fund Inv**ARTSX25.0721.0515.2316.159.1 none1.2
Virtus Small-Cap Core A+PKSAX28.9320.7317.4116.1410.4 5.751.29
Wasatch Micro CapWMICX30.3325.0617.3316.1313.21 2.00r1.66
JPMorgan Small Cap Growth APGSGX23.721.3115.5516.119.33 5.251.24
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 January 31, 2020

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 CapWMICX30.33%25.06%17.33%16.13%13.21% 2.00%r1.66%
Victory RS Partners ARSPFX14.977.488.3710.5312.42 5.751.45
Boston Partners Small Cap Value Fund II InvBPSCX10.023.86.8610.3911.92 none1.35
American Century Small Cap Value Fund Inv**ASVIX11.235.128.0710.6911.69 none1.25
Wasatch Core GrowthWGROX22.216.0713.5415.3611.65 2.00r1.19
William Blair Small Cap Growth NWBSNX10.3714.4512.7212.9611.65 none1.5
Hotchkis & Wiley Small Cap Value AHWSAX-1.330.192.9611.0211.49 5.251.28
Buffalo Small Cap**BUFSX25.5517.7212.4412.3111.25 none1.01
Meridian Growth LegacyMERDX11.8711.910.7113.311.18 2.00r0.85
T. Rowe Price Small Cap ValuePRSVX11.067.049.3911.6411.15 none0.78
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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