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, 2018

Small-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
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
Perkins DiscoveryPDFDX44.7%18.27%8.13%13.59%11.96%101.00%r2.5%
PineBridge US Micro Cap Portfolio RJMCGX30.19.893.889.919.57102.00r2.91
Alger Small Cap Focus AAOFAX27.7220.2613.4716.57105.251.2
Kinetics Small Capital Opportunities No LoadKSCOX24.5520.389.215.682.00r1.64
Lord Abbett Developing Growth A**LAGWX24.0913.558.2316.019.13105.750.93
Wasatch Ultra GrowthWAMCX23.2920.2913.8317.0610.94102.00r1.3
Ivy Micro Cap Growth AIGWAX21.6913.116.97105.751.63
Driehaus Micro Cap GrowthDMCRX21.6819.49102.00r1.43
Driehaus Small Cap Growth InvDVSMX21.02102.00r1.2
Neuberger Berman Small Cap Growth Inv**NBMIX20.3315.3210.6712.559.1710none1.21
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, 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 APSGAX17.25%23.88%16.41%17.89%—%85.75%1.5%
Baron Discovery RetailBDFFX17.5923.4715.4710none1.35
Kinetics Small Capital Opportunities No LoadKSCOX24.5520.389.215.682.00r1.64
Wasatch Ultra GrowthWAMCX23.2920.2913.8317.0610.94102.00r1.3
Alger Small Cap Focus AAOFAX27.7220.2613.4716.57105.251.2
Aegis Value AAVFAX16.2219.912.1212.759.91103.751.7
Wasatch Micro CapWMICX20.0419.7511.8915.5514.47102.00r1.75
Driehaus Micro Cap GrowthDMCRX21.6819.49102.00r1.43
William Blair Small Cap Growth NWBSNX15.2518.410.9716.289none1.5
Federated Kaufmann Small Cap AFKASX18.0618.314.9916.38105.501.85
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, 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 APSGAX17.25%23.88%16.41%17.89%—%85.75%1.5%
Baron Discovery RetailBDFFX17.5923.4715.4710none1.35
Federated Kaufmann Small Cap AFKASX18.0618.314.9916.38105.501.85
T. Rowe Price New HorizonsPRNHX17.1817.114.0319.7711.948none0.78
Wasatch Ultra GrowthWAMCX23.2920.2913.8317.0610.94102.00r1.3
Alger Small Cap Focus AAOFAX27.7220.2613.4716.57105.251.2
AMG Managers Cadence Emerging Cos SMECAX7.7817.0513.4117.3910.7910none1.08
Virtus Small-Cap Core A+PKSAX11.2417.9512.9415.539.485.751.33
Fidelity Small Cap GrowthFCPGX9.3415.3912.5716.479none1.08
Fidelity Advisor Small Cap Growth AFCAGX9.0515.0912.2516.1395.751.35
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 October 31, 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
T. Rowe Price New HorizonsPRNHX17.18%17.1%14.03%19.77%11.94%8none%0.78%
Brown Capital Management Small Company InvBCSIX10.315.1712.117.9712.110none1.25
Virtus Small-Cap Sustainable Growth APSGAX17.2523.8816.4117.8985.751.5
Janus Henderson Triton TJATTX8.1713.6711.9117.458none0.91
AMG Managers Cadence Emerging Cos SMECAX7.7817.0513.4117.3910.7910none1.08
Wasatch Ultra GrowthWAMCX23.2920.2913.8317.0610.94102.00r1.3
AllianceBernstein Small Cap Growth AQUASX16.4817.0610.6116.887.71104.251.13
Janus Henderson Venture TJAVTX5.511.0910.2116.78109none0.91
Wasatch Micro Cap ValueWAMVX4.9112.8110.2916.6372.00r1.85
RS Small Cap Growth A**RSEGX8.312.0910.5216.6110.42105.751.4
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, 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 CapWMICX20.04%19.75%11.89%15.55%14.47%102.00%r1.75%
Nuveen Small Cap Growth Opportunities AFRMPX7.8911.28.614.2612.9105.751.3
Wasatch Small Cap ValueWMCVX5.5612.589.9615.2912.782.00r1.21
Bridgeway Ultra-Small Company**BRUSX-0.124.121.310.412.5610none1.18
Buffalo Small Cap**BUFSX8.3713.36.1413.1212.2810none1.01
Value Line Small Cap Opportunities InvVLEOX5.1310.299.113.5912.277none1.21
Brown Capital Management Small Company InvBCSIX10.315.1712.117.9712.110none1.25
Wasatch Core GrowthWGROX11.5913.3410.9616.3212.0582.00r1.21
Boston Partners Small Cap Value Fund II InvBPSCX-4.227.876.1513.2512.059none1.35
AMG Managers Emerging Opportunities SMMCFX8.8214.749.0214.561210none1.42
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.