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 April 30, 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
PineBridge US Micro Cap Portfolio RJMCGX37.3%20.06%8.12%13.01%8.59%102.00%r2.64%
Neuberger Berman Small Cap Growth Inv**NBMIX29.9827.071515.857.6310none1.21
Virtus Small-Cap Sustainable Growth APSGAX29.3231.0822.9720.985.751.37
Morgan Stanley Instl Fund Small Co Growth AMSSMX29.0919.339.3314.179.3105.25s1.25
Perkins DiscoveryPDFDX28.5424.199.3714.3410.31101.00r2.5
Wasatch Ultra GrowthWAMCX26.9227.9617.2319.0711.3102.00r1.24
Lord Abbett Developing Growth A**LAGWX24.8424.7111.2517.348.48105.750.93
Alger Small Cap Focus AAOFAX24.6327.7315.9417.62105.251.18
Federated Kaufmann Small Cap AFKASX24.2529.3417.8218.7995.501.35
Wasatch Small Cap Growth InvWAAEX24.1620.4312.5916.211.65102.00r1.2
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, 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 APSGAX29.32%31.08%22.97%20.9%—%85.75%1.37%
Federated Kaufmann Small Cap AFKASX24.2529.3417.8218.7995.501.35
Wasatch Ultra GrowthWAMCX26.9227.9617.2319.0711.3102.00r1.24
Alger Small Cap Focus AAOFAX24.6327.7315.9417.62105.251.18
Baron Discovery RetailBDFFX23.727.1414.4910none1.35
Neuberger Berman Small Cap Growth Inv**NBMIX29.9827.071515.857.6310none1.21
Driehaus Micro Cap GrowthDMCRX19.726.2415.7102.00r1.42
JPMorgan Small Cap Growth APGSGX15.3225.8114.4417.7210.11105.251.24
Lord Abbett Developing Growth A**LAGWX24.8424.7111.2517.348.48105.750.93
Wasatch Micro CapWMICX20.9724.6615.0217.414.46102.00r1.65
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, 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 APSGAX29.32%31.08%22.97%20.9%—%85.75%1.37%
Federated Kaufmann Small Cap AFKASX24.2529.3417.8218.7995.501.35
Virtus Small-Cap Core A+PKSAX20.8823.8917.4618.049.695.751.29
Wasatch Ultra GrowthWAMCX26.9227.9617.2319.0711.3102.00r1.24
T. Rowe Price New HorizonsPRNHX22.7823.7416.3721.0611.998none0.77
Nationwide Small Company Growth ANWSAX17.6824.5816.21105.751.32
Brown Capital Management Small Company InvBCSIX14.8322.9816.1819.0912.610none1.25
Alger Small Cap Focus AAOFAX24.6327.7315.9417.62105.251.18
Driehaus Micro Cap GrowthDMCRX19.726.2415.7102.00r1.42
Wasatch Micro CapWMICX20.9724.6615.0217.414.46102.00r1.65
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, 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 HorizonsPRNHX22.78%23.74%16.37%21.06%11.99%8none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX29.3231.0822.9720.985.751.37
Brown Capital Management Small Company InvBCSIX14.8322.9816.1819.0912.610none1.25
Wasatch Ultra GrowthWAMCX26.9227.9617.2319.0711.3102.00r1.24
Federated Kaufmann Small Cap AFKASX24.2529.3417.8218.7995.501.35
AllianceBernstein Small Cap Growth AQUASX20.1824.3413.3618.337.74104.251.13
Virtus Small-Cap Core A+PKSAX20.8823.8917.4618.049.695.751.29
Artisan Small Cap Fund Inv**ARTSX18.7322.8114.7517.99.7810none1.2
Buffalo Emerging Opportunities FundBUFOX13.4818.9610.317.889none1.48
AMG Managers Cadence Emerging Cos SMECAX3.0317.2513.0517.7410.459none1.08
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, 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 CapWMICX20.97%24.66%15.02%17.4%14.46%102.00%r1.65%
Brown Capital Management Small Company InvBCSIX14.8322.9816.1819.0912.610none1.25
Wasatch Small Cap ValueWMCVX8.6515.449.4815.9912.682.00r1.2
Buffalo Small Cap**BUFSX16.8620.2910.1713.212.5110none1.01
Wasatch Core GrowthWGROX16.3818.7513.3417.4112.0692.00r1.18
T. Rowe Price New HorizonsPRNHX22.7823.7416.3721.0611.998none0.77
Nuveen Small Cap Growth Opportunities AFRMPX8.9715.859.3315.0211.94105.751.24
Boston Partners Small Cap Value Fund II InvBPSCX0.79.396.1713.6111.949none1.35
Bridgeway Ultra-Small Company**BRUSX-2.593.96-1.0310.711.8910none1.18
Wasatch Small Cap Growth InvWAAEX24.1620.4312.5916.211.65102.00r1.2
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.
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