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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Polen US Small Company Growth Investor | PBSRX | Small Growth | 64.84 Mil | — | 90 | 95 | — | 1.350% | $3,000 | No Load | Open |
| Advisors Capital Small/Mid Cap | ACSMX | Small Growth | 63.61 Mil | — | 55 | — | — | 1.870% | $2,500 | No Load | Open |
| Intrepid Small Cap Investor | ICMAX | Small Growth | 44.66 Mil | 1.66% | 71 | 94 | 100 | 1.300% | $2,500 | No Load | Open |
| WCM Small Cap Growth Investor | WCMNX | Small Growth | 44.01 Mil | — | 64 | — | — | 1.240% | $1,000 | No Load | Limited |
| AMG GW&K Small/Mid Cap Growth N | ACWDX | Small Growth | 38.81 Mil | — | 13 | 28 | 61 | 1.010% | $2,000 | No Load | Open |
| Victory RS Small Cap Equity Member | RSMMX | Small Growth | 33.72 Mil | — | 95 | — | — | 1.150% | $3,000 | No Load | Open |
| Taylor Frigon Core Growth | TFCGX | Small Growth | 32.35 Mil | — | 94 | 67 | — | 1.450% | $5,000 | No Load | Open |
| Lisanti Small Cap Growth | ASCGX | Small Growth | 27.38 Mil | — | 85 | 82 | 49 | 1.350% | $100 | No Load | Open |
| Rydex S&P SmallCap 600 Pure Growth H | RYWAX | Small Growth | 26.78 Mil | — | 62 | 91 | 98 | 1.550% | $2,500 | No Load | Open |
| Wilshire Small Company Growth Invmt | DTSGX | Small Growth | 25.49 Mil | — | 69 | 87 | 80 | 1.350% | $2,500 | No Load | Open |
| HSBC Radiant US Smaller Companies A | HSOAX | Small Growth | 22.57 Mil | — | 16 | 17 | 48 | 1.450% | $1,000 | No Load | Open |
| Carillon Chartwell Small Cap Growth Fund | CWSGX | Small Growth | 19.34 Mil | — | 15 | 10 | — | 1.050% | $1,000 | No Load | Open |
| Riverpark/Next Century Growth Retail | RPNCX | Small Growth | 14.19 Mil | — | — | — | — | 1.400% | $1,000 | No Load | Open |
| Jacob Small Cap Growth Investor | JSCGX | Small Growth | 7.43 Mil | — | 99 | 100 | 99 | 3.080% | $2,500 | No Load | Open |
| Conestoga Discovery Investors | CMCMX | Small Growth | 4.38 Mil | — | — | — | — | 1.500% | $2,500 | No Load | Open |
| ProFunds Small Cap Growth Inv | SGPIX | Small Growth | 4.33 Mil | — | 35 | 64 | 80 | 1.780% | $15,000 | No Load | Open |
| Fisher IIG US Sm Cap Eq | IUSCX | Small Growth | 212,637.00 | 0.11% | 54 | — | — | 0.750% | — | 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.