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 July 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
Morgan Stanley Instl Fund Small Co Growth AMSSMX27.83%19.12%11.46%13.68%9.08%105.25%s1.25%
PineBridge US Micro Cap Portfolio RJMCGX24.0619.648.91128102.00r2.64
Lord Abbett Developing Growth A**LAGWX22.2624.1613.5116.998.82105.750.93
Virtus Small-Cap Sustainable Growth APSGAX20.929.5722.6519.4475.751.37
Columbia Small Cap Growth I A**CGOAX20.8622.116.5915.5610.29105.751.34
Neuberger Berman Small Cap Growth Inv**NBMIX20.6223.9615.8615.186.969none1.21
Alger Small Cap Focus AAOFAX20.2826.317.9616.67105.251.18
Driehaus Small Cap Growth InvDVSMX18.92102.00r1.18
Federated Kaufmann Small Cap AFKASX18.8625.8918.217.0195.501.35
Needham Small Cap GrowthNESGX18.516.5911.8711.919none1.95
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 July 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
Virtus Small-Cap Sustainable Growth APSGAX20.9%29.57%22.65%19.44%—%75.75%1.37%
Alger Small Cap Focus AAOFAX20.2826.317.9616.67105.251.18
Federated Kaufmann Small Cap AFKASX18.8625.8918.217.0195.501.35
Lord Abbett Developing Growth A**LAGWX22.2624.1613.5116.998.82105.750.93
Neuberger Berman Small Cap Growth Inv**NBMIX20.6223.9615.8615.186.969none1.21
Virtus Small-Cap Core A+PKSAX12.2423.0417.216.699.4895.751.29
Wasatch Ultra GrowthWAMCX11.7522.8916.6116.7910.42102.00r1.24
AllianceBernstein Small Cap Growth AQUASX12.6322.5613.9817.397.8104.251.13
T. Rowe Price New HorizonsPRNHX18.422.5517.1219.9911.828none0.77
Driehaus Micro Cap GrowthDMCRX10.1522.5518.59102.00r1.42
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.

Data through July 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 APSGAX20.9%29.57%22.65%19.44%—%75.75%1.37%
Driehaus Micro Cap GrowthDMCRX10.1522.5518.59102.00r1.42
Federated Kaufmann Small Cap AFKASX18.8625.8918.217.0195.501.35
Alger Small Cap Focus AAOFAX20.2826.317.9616.67105.251.18
Virtus Small-Cap Core A+PKSAX12.2423.0417.216.699.4895.751.29
T. Rowe Price New HorizonsPRNHX18.422.5517.1219.9911.828none0.77
Wasatch Ultra GrowthWAMCX11.7522.8916.6116.7910.42102.00r1.24
Columbia Small Cap Growth I A**CGOAX20.8622.116.5915.5610.29105.751.34
Brown Capital Management Small Company InvBCSIX10.420.4816.4417.5711.8610none1.25
Nationwide Small Company Growth ANWSAX11.4521.6216.42105.751.32
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 July 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 HorizonsPRNHX18.4%22.55%17.12%19.99%11.82%8none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX20.929.5722.6519.4475.751.37
Brown Capital Management Small Company InvBCSIX10.420.4816.4417.5711.8610none1.25
AllianceBernstein Small Cap Growth AQUASX12.6322.5613.9817.397.8104.251.13
Victory RS Small Cap Equity AGPSCX8.4921.4214.9717.0210.78105.751.22
Federated Kaufmann Small Cap AFKASX18.8625.8918.217.0195.501.35
Lord Abbett Developing Growth A**LAGWX22.2624.1613.5116.998.82105.750.93
RS Small Cap Growth A**RSEGX7.5920.6614.3816.877.46105.751.4
Wasatch Ultra GrowthWAMCX11.7522.8916.6116.7910.42102.00r1.24
Artisan Small Cap Fund Inv**ARTSX18.0919.9615.7916.719.6910none1.2
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 July 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 CapWMICX11.62%22.43%15.56%15.56%13.74%92.00%r1.65%
Buffalo Small Cap**BUFSX7.3517.3510.8311.8712.0110none1.01
Brown Capital Management Small Company InvBCSIX10.420.4816.4417.5711.8610none1.25
T. Rowe Price New HorizonsPRNHX18.422.5517.1219.9911.828none0.77
Victory RS Partners ARSPFX5.3711.416.2511.5911.6275.751.45
Wasatch Core GrowthWGROX6.5717.2613.7215.6111.5192.00r1.18
Wasatch Small Cap ValueWMCVX1.6512.649.5913.7411.4692.00r1.2
Boston Partners Small Cap Value Fund II InvBPSCX-4.887.316.3711.6911.49none1.35
Wasatch Small Cap Growth InvWAAEX17.4119.3713.6415.0611.1992.00r1.2
Meridian Growth LegacyMERDX1.6112.8611.1413.9211.0982.00r0.86
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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