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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Driehaus Small Cap Growth Investor | DVSMX | Small Growth | 760.46 Mil | 0.34% | 25 | 5 | — | 0.970% | $10,000 | No Load | Open |
| Needham Aggressive Growth Retail | NEAGX | Small Growth | 743.70 Mil | — | 1 | 1 | 1 | 1.820% | $2,000 | No Load | Open |
| Buffalo Small Cap | BUFSX | Small Growth | 654.50 Mil | — | 94 | 49 | 60 | 0.990% | $2,500 | No Load | Open |
| Wasatch Micro Cap | WMICX | Small Growth | 634.30 Mil | — | 92 | 34 | 9 | 1.660% | $2,000 | No Load | Open |
| Lord Abbett Alpha Strategy F | ALFFX | Small Growth | 626.30 Mil | 0.16% | 51 | 51 | 85 | 1.310% | — | No Load | Open |
| Lord Abbett Alpha Strategy F3 | ALFOX | Small Growth | 626.30 Mil | 0.33% | 46 | 45 | — | 1.130% | — | No Load | Open |
| Value Line Small Cap Opportunities Inv | VLEOX | Small Growth | 625.08 Mil | — | 4 | 17 | 20 | 1.180% | $1,000 | No Load | Open |
| Fidelity Small Cap Growth Index | FECGX | Small Growth | 598.22 Mil | 0.82% | 57 | — | — | 0.050% | — | No Load | Open |
| VALIC Company I Small Cap Growth | VVSGX | Small Growth | 507.07 Mil | — | 82 | 70 | 21 | 0.910% | — | No Load | Open |
| Oberweis Micro-Cap | OBMCX | Small Growth | 479.39 Mil | — | 2 | 3 | 2 | 1.530% | $1,000 | No Load | Open |
| Nicholas Limited Edition N | NNLEX | Small Growth | 471.77 Mil | — | 23 | 48 | 51 | 1.160% | $500 | No Load | Open |
| Meridian Small Cap Growth Legacy | MSGGX | Small Growth | 465.83 Mil | — | 74 | 87 | 56 | 1.210% | $1,000 | No Load | Closed |
| MoA Small Cap Growth Fund | MAGKX | Small Growth | 392.02 Mil | — | 65 | 47 | 79 | 0.840% | $3,000 | No Load | Open |
| FAM Small Cap Investor | FAMFX | Small Growth | 380.57 Mil | — | 5 | 13 | 52 | 1.250% | $500 | No Load | Open |
| BNY Mellon Small Cap Multi-Strategy M | MPSSX | Small Growth | 357.72 Mil | 0.17% | 63 | 68 | 86 | 1.040% | $10,000 | No Load | Open |
| BNY Mellon Small Cap Multi-Strategy Inv | MISCX | Small Growth | 357.72 Mil | — | 62 | 69 | 90 | 1.290% | $10,000 | No Load | Open |
| American Beacon Stephens Sm Cp Gr Inv | STSGX | Small Growth | 343.36 Mil | — | 27 | 44 | 47 | 1.280% | $2,500 | No Load | Open |
| Neuberger Berman Small Cap Growth Inv | NBMIX | Small Growth | 341.62 Mil | — | 30 | 46 | 13 | 1.310% | $1,000 | No Load | Limited |
| Neuberger Berman Small Cap Growth Tr | NBMOX | Small Growth | 341.62 Mil | — | 35 | 49 | 15 | 1.410% | — | No Load | Limited |
| Neuberger Berman Small Cap Growth Adv | NBMVX | Small Growth | 341.62 Mil | — | 33 | 52 | 15 | 1.610% | — | No Load | Limited |
| Wasatch Micro Cap Value | WAMVX | Small Growth | 305.38 Mil | — | 58 | 19 | 17 | 1.730% | $2,000 | No Load | Open |
| BBH Partner Fund Small Cap Equity | BBHSX | Small Growth | 297.63 Mil | — | — | — | — | 0.920% | $10,000 | No Load | Open |
| Osterweis Emerging Opportunity | OSTGX | Small Growth | 291.64 Mil | — | 32 | 9 | — | 1.130% | $5,000 | No Load | Open |
| GMO Small Cap Quality Fund Class VI | GSBGX | Small Growth | 289.94 Mil | 0.27% | — | — | — | 0.660% | — | No Load | Open |
| GMO Small Cap Quality III | GMAWX | Small Growth | 289.94 Mil | 0.22% | — | — | — | 0.750% | — | No Load | Open |
| GMO Small Cap Quality I | GMAYX | Small Growth | 289.94 Mil | 0.20% | — | — | — | 0.750% | — | No Load | Open |
| JHancock New Opportunities 1 | JISOX | Small Growth | 289.70 Mil | — | 34 | 60 | 94 | 0.890% | — | No Load | Open |
| Kinetics Small Cap Opportunities No Load | KSCOX | Small Growth | 282.59 Mil | 1.12% | 10 | 5 | 9 | 1.640% | $2,500 | No Load | Open |
| DWS Small Cap Growth S | SSDSX | Small Growth | 280.18 Mil | — | 51 | 81 | 96 | 1.010% | $2,500 | No Load | Open |
| Driehaus Micro Cap Growth | DMCRX | Small Growth | 263.66 Mil | 0.82% | 48 | 3 | 1 | 1.410% | $10,000 | No Load | Limited |
| Segall Bryant & Hamill Small Cap Gr Ret | WTSGX | Small Growth | 244.82 Mil | — | 62 | 31 | 20 | 1.040% | $2,500 | No Load | Open |
| PACE Small/Medium Co Growth Equity P | PCSGX | Small Growth | 238.16 Mil | — | 57 | 45 | 51 | 1.080% | $10,000 | No Load | Open |
| PACE Small/Medium Co Gr Eq P2 | PUMTX | Small Growth | 238.16 Mil | — | — | — | — | 0.730% | — | No Load | Open |
| Thrivent Small Cap Growth S | TSCGX | Small Growth | 236.13 Mil | — | 41 | 22 | — | 0.950% | $2,000 | No Load | Open |
| Voya SmallCap Opportunities Port S | IVPOX | Small Growth | 211.47 Mil | — | 22 | 54 | 90 | 1.110% | — | No Load | Open |
| Lord Abbett Micro Cap Growth F | LFMGX | Small Growth | 190.83 Mil | — | 87 | — | — | 1.120% | — | No Load | Limited |
| Royce Smaller-Companies Growth Invmt | RVPHX | Small Growth | 180.72 Mil | — | 80 | 56 | 86 | 1.240% | $2,000 | No Load | Open |
| Royce Smaller-Companies Growth Svc | RYVPX | Small Growth | 180.72 Mil | — | 81 | 61 | 90 | 1.490% | $2,000 | No Load | Open |
| DF Dent Small Cap Growth Investor | DFDSX | Small Growth | 179.40 Mil | — | 36 | 39 | 29 | 1.050% | $2,500 | No Load | Open |
| Needham Small Cap Growth Retail | NESGX | Small Growth | 169.19 Mil | — | 73 | 9 | 5 | 1.830% | $2,000 | No Load | Open |
| AMG TimesSquare Small Cap Growth N | TSCPX | Small Growth | 165.22 Mil | — | 55 | 81 | 72 | 1.200% | $2,000 | No Load | Open |
| AQR Small Cap Momentum Style N | ASMNX | Small Growth | 150.98 Mil | 0.40% | 10 | 26 | 61 | 0.860% | $2,500 | No Load | Open |
| Empower Small Cap Growth Investor | MXMTX | Small Growth | 131.75 Mil | — | 46 | 35 | — | 1.190% | — | No Load | Open |
| Nationwide Small Company Growth InSvc | NWSIX | Small Growth | 127.52 Mil | — | 86 | 98 | 73 | 1.170% | $50,000 | No Load | Limited |
| Goldman Sachs Small Cap Gr Insghts P | GSZPX | Small Growth | 118.77 Mil | — | 33 | 77 | — | 0.840% | — | No Load | Open |
| Goldman Sachs Small Cap Gr Insghts Inv | GSTOX | Small Growth | 118.77 Mil | — | 34 | 77 | 75 | 0.960% | — | No Load | Open |
| Goldman Sachs Small Cap Growth P | GSADX | Small Growth | 103.14 Mil | — | 29 | — | — | 0.900% | — | No Load | Open |
| Segall Bryant & Hamill Small Cap Cre Ret | SBHCX | Small Growth | 79.62 Mil | 0.24% | 6 | — | — | 1.140% | $2,500 | No Load | Open |
| AMG Frontier Small Cap Growth N | MSSVX | Small Growth | 79.41 Mil | 1.01% | 15 | 8 | 15 | 1.310% | $2,000 | No Load | Open |
| Buffalo Early Stage Growth Fd | BUFOX | Small Growth | 74.36 Mil | — | 87 | 71 | 65 | 1.500% | $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.