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 March 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
Perkins DiscoveryPDFDX41.16%27.83%8.09%16.05%10.96%101.00%r2.5%
PineBridge US Micro Cap Portfolio RJMCGX33.3118.825.4813.758.73102.00r2.64
Morgan Stanley Instl Fund Small Co Growth AMSSMX27.119.176.0815.639.35105.25s1.25
Neuberger Berman Small Cap Growth Inv**NBMIX25.5426.6412.5516.967.6210none1.21
Lord Abbett Developing Growth A**LAGWX24.5523.449.3118.718.72105.750.93
Alger Small Cap Focus AAOFAX24.0927.2213.7718.47105.251.18
Wasatch Ultra GrowthWAMCX23.1726.4913.9219.9610.75102.00r1.24
Virtus Small-Cap Sustainable Growth APSGAX22.7428.3520.2421.6785.751.37
Federated Kaufmann Small Cap AFKASX21.7729.115.5220.0295.501.35
Baron Discovery RetailBDFFX21.7127.3211.9110none1.35
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 March 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
Federated Kaufmann Small Cap AFKASX21.77%29.1%15.52%20.02%—%95.50%1.35%
Virtus Small-Cap Sustainable Growth APSGAX22.7428.3520.2421.6785.751.37
Perkins DiscoveryPDFDX41.1627.838.0916.0510.96101.00r2.5
Baron Discovery RetailBDFFX21.7127.3211.9110none1.35
Alger Small Cap Focus AAOFAX24.0927.2213.7718.47105.251.18
Neuberger Berman Small Cap Growth Inv**NBMIX25.5426.6412.5516.967.6210none1.21
Wasatch Ultra GrowthWAMCX23.1726.4913.9219.9610.75102.00r1.24
Driehaus Micro Cap GrowthDMCRX18.6426.2513.05102.00r1.42
JPMorgan Small Cap Growth APGSGX11.0925.3811.6718.9110.17105.251.24
JPMorgan Dynamic Small Cap Growth A**VSCOX7.0724.0410.8717.28.9195.251.24
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 March 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 APSGAX22.74%28.35%20.24%21.67%—%85.75%1.37%
Virtus Small-Cap Core A+PKSAX12.0522.0915.5718.949.7595.751.29
Federated Kaufmann Small Cap AFKASX21.7729.115.5220.0295.501.35
T. Rowe Price New HorizonsPRNHX18.2722.9214.1922.0912.038none0.77
Wasatch Ultra GrowthWAMCX23.1726.4913.9219.9610.75102.00r1.24
Alger Small Cap Focus AAOFAX24.0927.2213.7718.47105.251.18
Nationwide Small Company Growth ANWSAX13.0521.9113.53105.751.32
Brown Capital Management Small Company InvBCSIX11.0520.5813.5219.5812.410none1.25
Driehaus Micro Cap GrowthDMCRX18.6426.2513.05102.00r1.42
Neuberger Berman Small Cap Growth Inv**NBMIX25.5426.6412.5516.967.6210none1.21
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 March 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 HorizonsPRNHX18.27%22.92%14.19%22.09%12.03%8none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX22.7428.3520.2421.6785.751.37
Federated Kaufmann Small Cap AFKASX21.7729.115.5220.0295.501.35
Wasatch Ultra GrowthWAMCX23.1726.4913.9219.9610.75102.00r1.24
Buffalo Emerging Opportunities FundBUFOX9.3917.916.5919.739none1.48
Brown Capital Management Small Company InvBCSIX11.0520.5813.5219.5812.410none1.25
AllianceBernstein Small Cap Growth AQUASX14.7523.410.6419.337.91104.251.13
Artisan Small Cap Fund Inv**ARTSX16.9121.5710.9119.299.8110none1.2
AMG Managers Cadence Emerging Cos SMECAX3.518.1611.3918.9910.8910none1.08
Virtus Small-Cap Core A+PKSAX12.0522.0915.5718.949.7595.751.29
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 March 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 CapWMICX15.71%23.48%12.05%18.43%14.39%102.00%r1.65%
Wasatch Small Cap ValueWMCVX3.4614.068.2117.3512.7282.00r1.2
Buffalo Small Cap**BUFSX12.1918.017.4713.9512.4410none1.01
Brown Capital Management Small Company InvBCSIX11.0520.5813.5219.5812.410none1.25
Nuveen Small Cap Growth Opportunities AFRMPX6.7414.947.5416.4412.4105.751.24
Bridgeway Ultra-Small Company**BRUSX-4.014.91-1.6812.5212.1910none1.18
Boston Partners Small Cap Value Fund II InvBPSCX-5.18.034.6715.0812.099none1.35
T. Rowe Price New HorizonsPRNHX18.2722.9214.1922.0912.038none0.77
Victory RS Partners ARSPFX3.5812.324.0514.1311.9175.751.45
Wasatch Core GrowthWGROX6.8316.4411.2518.4511.8892.00r1.18
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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