Small Growth Funds
Small-growth funds invest in companies that are projected to grow faster than other small-cap stocks. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields).
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Small Cap Growth Index Inv | VISGX | Small Growth | 35.58 Bil | 0.55% | 57 | 60 | 65 | 0.190% | $3,000 | No Load | Limited |
| Vanguard Explorer Inv | VEXPX | Small Growth | 22.78 Bil | 0.48% | 23 | 26 | 25 | 0.450% | $3,000 | No Load | Open |
| Neuberger Berman Genesis Tr | NBGEX | Small Growth | 9.85 Bil | 0.01% | 14 | 33 | 44 | 1.090% | — | No Load | Open |
| Neuberger Berman Genesis E | NRGEX | Small Growth | 9.85 Bil | 0.89% | — | — | — | 0.030% | — | No Load | Open |
| Neuberger Berman Genesis Adv | NBGAX | Small Growth | 9.85 Bil | — | 16 | 36 | 47 | 1.340% | — | No Load | Open |
| Neuberger Berman Genesis Inv | NBGNX | Small Growth | 9.85 Bil | 0.04% | 15 | 32 | 42 | 1.000% | $1,000 | No Load | Open |
| T. Rowe Price Small-Cap Stock Adv | PASSX | Small Growth | 8.83 Bil | — | 31 | 40 | 42 | 1.170% | $2,500 | No Load | Limited |
| T. Rowe Price Small-Cap Stock | OTCFX | Small Growth | 8.76 Bil | 0.20% | 29 | 36 | 35 | 0.910% | $2,500 | No Load | Limited |
| T. Rowe Price Integrated US Sm Gr Eq Adv | TQAAX | Small Growth | 7.87 Bil | — | 17 | 37 | — | 1.080% | $2,500 | No Load | Open |
| T. Rowe Price Integrated US Sm Gr Eq | PRDSX | Small Growth | 7.87 Bil | — | 15 | 34 | 26 | 0.800% | $2,500 | No Load | Open |
| Janus Henderson Triton S | JGMIX | Small Growth | 6.90 Bil | — | 48 | 85 | 46 | 1.160% | $2,500 | No Load | Open |
| Janus Henderson Triton D | JANIX | Small Growth | 6.90 Bil | — | 46 | 84 | 42 | 0.800% | $2,500 | No Load | Limited |
| Janus Henderson Triton T | JATTX | Small Growth | 6.90 Bil | — | 47 | 85 | 43 | 0.910% | $2,500 | No Load | Open |
| Fidelity Small Cap Growth | FCPGX | Small Growth | 6.79 Bil | — | 23 | 17 | 5 | 1.050% | — | No Load | Open |
| Baron Small Cap Retail | BSCFX | Small Growth | 5.13 Bil | — | 19 | 21 | 18 | 1.310% | $2,000 | No Load | Open |
| Wasatch Core Growth | WGROX | Small Growth | 4.09 Bil | — | 21 | 15 | 6 | 1.170% | $2,000 | No Load | Open |
| Conestoga Small Cap Investors | CCASX | Small Growth | 3.89 Bil | — | 38 | 56 | 19 | 1.100% | $2,500 | No Load | Limited |
| ClearBridge Small Cap Growth FI | LMPSX | Small Growth | 3.64 Bil | — | 78 | 83 | 62 | 1.240% | — | No Load | Limited |
| ClearBridge Small Cap Growth 1 | LMPMX | Small Growth | 3.64 Bil | — | 78 | 79 | 54 | 0.920% | — | No Load | Limited |
| AB Small Cap Growth Advisor | QUAYX | Small Growth | 3.61 Bil | — | 78 | 61 | 28 | 0.900% | — | No Load | Open |
| American Century Small Cap Growth Inv | ANOIX | Small Growth | 3.58 Bil | — | 54 | 24 | 15 | 1.170% | $2,500 | No Load | Open |
| American Century Small Cap Growth G | ANOHX | Small Growth | 3.57 Bil | — | 41 | 12 | — | 0.010% | — | No Load | Open |
| Janus Henderson Venture D | JANVX | Small Growth | 3.15 Bil | — | 36 | 61 | 39 | 0.800% | $2,500 | No Load | Limited |
| Janus Henderson Venture S | JVTSX | Small Growth | 3.15 Bil | — | 39 | 69 | 44 | 1.170% | $2,500 | No Load | Open |
| Janus Henderson Venture T | JAVTX | Small Growth | 3.15 Bil | — | 37 | 64 | 39 | 0.910% | $2,500 | No Load | Open |
| Lord Abbett Developing Growth F3 | LOGWX | Small Growth | 2.38 Bil | — | 90 | 76 | — | 0.580% | — | No Load | Open |
| Lord Abbett Developing Growth F | LADFX | Small Growth | 2.38 Bil | — | 93 | 83 | 67 | 0.770% | — | No Load | Open |
| Champlain Small Company Adv | CIPSX | Small Growth | 2.33 Bil | — | 38 | 71 | 48 | 1.270% | $10,000 | No Load | Limited |
| Hood River Small-Cap Growth Investor | HRSRX | Small Growth | 2.26 Bil | — | 19 | 5 | — | 1.320% | $1,000 | No Load | Open |
| Loomis Sayles Small Cap Growth Retail | LCGRX | Small Growth | 2.19 Bil | — | 49 | 55 | 43 | 1.190% | $2,500 | No Load | Open |
| Wasatch Small Cap Growth Investor | WAAEX | Small Growth | 2.16 Bil | — | 90 | 71 | 46 | 1.150% | $2,000 | No Load | Open |
| Invesco Small Cap Growth Inv | GTSIX | Small Growth | 2.04 Bil | — | 79 | 65 | 64 | 1.130% | $1,000 | No Load | Limited |
| Brown Capital Mgmt Small Co Inv | BCSIX | Small Growth | 1.95 Bil | — | 91 | 98 | 78 | 1.280% | $5,000 | No Load | Open |
| Columbia Small Cap Growth Adv | CHHRX | Small Growth | 1.87 Bil | — | 76 | 20 | 5 | 0.990% | $2,000 | No Load | Open |
| Artisan Small Cap Investor | ARTSX | Small Growth | 1.72 Bil | — | 84 | 73 | 29 | 1.230% | $1,000 | No Load | Open |
| Brown Advisory Small-Cap Growth Inv | BIASX | Small Growth | 1.66 Bil | — | 50 | 64 | 44 | 1.130% | $100 | No Load | Open |
| Brown Advisory Small-Cap Growth Adv | BASAX | Small Growth | 1.64 Bil | — | 53 | 71 | 49 | 1.380% | $100 | No Load | Open |
| Baron Discovery Retail | BDFFX | Small Growth | 1.54 Bil | — | 85 | 53 | 20 | 1.330% | $2,000 | No Load | Open |
| Harbor Small Cap Growth Admin | HRSGX | Small Growth | 1.49 Bil | — | 30 | 23 | 27 | 1.130% | $50,000 | No Load | Open |
| Harbor Small Cap Growth Inv | HISGX | Small Growth | 1.49 Bil | — | 30 | 23 | 28 | 1.240% | $2,500 | No Load | Open |
| Meridian Growth Legacy | MERDX | Small Growth | 1.17 Bil | — | 71 | 92 | 67 | 0.880% | $1,000 | No Load | Closed |
| FullerThaler Behavioral Sm-Cp Gr Inv | FTXNX | Small Growth | 1.05 Bil | — | 2 | 2 | — | 1.250% | $1,000 | No Load | Open |
| Wasatch Ultra Growth | WAMCX | Small Growth | 1.04 Bil | — | 95 | 46 | 6 | 1.230% | $2,000 | No Load | Open |
| Congress Small Cap Growth Retail | CSMVX | Small Growth | 980.69 Mil | — | 8 | 6 | 10 | 1.260% | $2,000 | No Load | Open |
| Voya Small Cap Growth W | VWYKX | Small Growth | 961.88 Mil | — | — | — | — | 0.950% | $1,000 | No Load | Open |
| Emerald Growth Investor | FFGRX | Small Growth | 923.37 Mil | — | 54 | 68 | 46 | 1.170% | $2,000 | No Load | Open |
| MassMutual Small Cap Gr Eq Svc | MSCYX | Small Growth | 848.06 Mil | — | 45 | 30 | 28 | 1.070% | — | No Load | Open |
| MassMutual Small Cap Gr Eq Adm | MSGLX | Small Growth | 848.06 Mil | — | 42 | 28 | 28 | 1.170% | — | No Load | Open |
| Oberweis Small-Cap Opportunities | OBSOX | Small Growth | 827.25 Mil | — | 1 | 2 | 3 | 1.250% | $1,000 | No Load | Open |
| William Blair Small Cap Growth N | WBSNX | Small Growth | 768.20 Mil | — | 28 | 33 | 22 | 1.240% | $2,500 | No Load | Open |
Small Growth Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.