Top-Performing Mutual Funds by Category
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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 April 30, 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 GrowthNESGX27.49%18.43%14.42%11.03%—%9none%1.87%
Needham Aggressive GrowthNEAGX13.677.817.5410.019none2.02
T. Rowe Price New HorizonsPRNHX12.7519.1415.6317.510.788none0.76
Wasatch Ultra GrowthWAMCX11.8322.7516.8815.3810.58102.00r1.24
Columbia Small Cap Growth I A**CGOAX916.213.6712.527.68105.751.33
Alger Small Cap Growth AALSAX8.9817.2611.8311.194.7295.251.39
Oppenheimer Discovery AOPOCX8.5314.4211.3613.356.3895.501.08
Morgan Stanley Instl Fund Small Co Growth AMSSMX7.6715.828.6311.295.94105.25s1.29
Artisan Small Cap Fund Inv**ARTSX7.616.9112.7414.528.589none1.2
Putnam Small Cap Growth APNSAX5.4913.059.2611.675.8795.751.21
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 April 30, 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
Wasatch Ultra GrowthWAMCX11.83%22.75%16.88%15.38%10.58%102.00%r1.24%
Virtus Small-Cap Sustainable Growth APSGAX-0.0621.5819.4217.2385.751.37
Alger Small Cap Focus AAOFAX5.4219.4814.4713.3995.251.19
PineBridge US Micro Cap Portfolio RJMCGX3.7919.276.18.966.42102.00r2.3
T. Rowe Price New HorizonsPRNHX12.7519.1415.6317.510.788none0.76
Federated Kaufmann Small Cap AFKASX1.4918.613.9814.2495.501.36
Needham Small Cap GrowthNESGX27.4918.4314.4211.039none1.87
Wasatch Micro CapWMICX3.8918.1613.2713.1412.1102.00r1.66
Alger Small Cap Growth AALSAX8.9817.2611.8311.194.7295.251.39
Artisan Small Cap Fund Inv**ARTSX7.616.9112.7414.528.589none1.2
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 April 30, 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 APSGAX-0.06%21.58%19.42%17.23%—%85.75%1.37%
Wasatch Ultra GrowthWAMCX11.8322.7516.8815.3810.58102.00r1.24
T. Rowe Price New HorizonsPRNHX12.7519.1415.6317.510.788none0.76
Alger Small Cap Focus AAOFAX5.4219.4814.4713.3995.251.19
Needham Small Cap GrowthNESGX27.4918.4314.4211.039none1.87
Federated Kaufmann Small Cap AFKASX1.4918.613.9814.2495.501.36
Columbia Small Cap Growth I A**CGOAX916.213.6712.527.68105.751.33
Virtus Small-Cap Core A+PKSAX-2.715.3413.6413.569.3975.751.29
Wasatch Micro CapWMICX3.8918.1613.2713.1412.1102.00r1.66
Nationwide Small Company Growth ANWSAX-1.8813.6513.1295.751.32
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 April 30, 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 HorizonsPRNHX12.75%19.14%15.63%17.5%10.78%8none%0.76%
Virtus Small-Cap Sustainable Growth APSGAX-0.0621.5819.4217.2385.751.37
Wasatch Ultra GrowthWAMCX11.8322.7516.8815.3810.58102.00r1.24
Brown Capital Management Small Company InvBCSIX0.513.6913.0815.0810.1710none1.25
Artisan Small Cap Fund Inv**ARTSX7.616.9112.7414.528.589none1.2
Federated Kaufmann Small Cap AFKASX1.4918.613.9814.2495.501.36
AllianceBernstein Small Cap Growth AQUASX0.2414.7811.5513.817.5294.251.15
Virtus Small-Cap Core A+PKSAX-2.715.3413.6413.569.3975.751.29
Alger Small Cap Focus AAOFAX5.4219.4814.4713.3995.251.19
Oppenheimer Discovery AOPOCX8.5314.4211.3613.356.3895.501.08
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 April 30, 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 CapWMICX3.89%18.16%13.27%13.14%12.1%102.00%r1.66%
T. Rowe Price New HorizonsPRNHX12.7519.1415.6317.510.788none0.76
Wasatch Ultra GrowthWAMCX11.8322.7516.8815.3810.58102.00r1.24
Wasatch Core GrowthWGROX-5.449.979.0112.2210.4792.00r1.19
Victory RS Partners ARSPFX-19.9-2.571.245.9310.3585.751.45
Buffalo Small Cap**BUFSX4.3112.129.951010.2110none1.01
Brown Capital Management Small Company InvBCSIX0.513.6913.0815.0810.1710none1.25
American Century Small Cap Value Fund Inv**ASVIX-19.28-3.991.856.149.7910none1.25
Wasatch Small Cap Growth InvWAAEX-1.0413.669.7712.019.72102.00r1.17
Century Small Cap Select Trust InvestorCSMVX-6.218.656.2410.049.728none1.21
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.
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