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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).

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
11.800
0.000
100
100
100
1.210
0.000
15
21
16
1.080
0.000
17
7
1.310
0.000
35
35
43
1.150
0.000
71
57
73
1.100
0.000
60
37
34
1.010
0.000
69
59
33
2.130
0.000
82
69
93
1.290
0.000
74
94
0.750
0.000
1.200
0.000
53
1.060
0.000
12
16
17
2.010
0.000
1
2
1.010
0.000
56
58
93
1.030
0.000
12
17
31
0.850
0.000
59
63
72

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