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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).

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Vanguard Small Cap Growth Index InvVISGXSmall Growth31.38 Bil0.58%5660630.190%3,000No LoadLimited
Vanguard Explorer InvVEXPXSmall Growth20.91 Bil0.53%1725220.450%3,000No LoadOpen
Neuberger Berman Genesis ENRGEXSmall Growth10.08 Bil0.96%0.030%No LoadOpen
Neuberger Berman Genesis TrNBGEXSmall Growth10.08 Bil0.01%1232391.090%No LoadOpen
Neuberger Berman Genesis AdvNBGAXSmall Growth10.08 Bil1436451.340%No LoadOpen
Neuberger Berman Genesis InvNBGNXSmall Growth10.08 Bil0.04%1231381.000%1,000No LoadOpen
T. Rowe Price Small-Cap StockOTCFXSmall Growth9.48 Bil0.22%1936250.910%2,500No LoadLimited
T. Rowe Price Small-Cap Stock AdvPASSXSmall Growth9.48 Bil2138341.170%2,500No LoadLimited
T. Rowe Price Integrated US Sm Gr EqPRDSXSmall Growth7.96 Bil1337290.800%2,500No LoadOpen
T. Rowe Price Integrated US Sm Gr Eq AdvTQAAXSmall Growth7.96 Bil15391.080%2,500No LoadOpen
Janus Henderson Triton SJGMIXSmall Growth6.56 Bil4379451.160%2,500No LoadOpen
Janus Henderson Triton DJANIXSmall Growth6.56 Bil3974370.800%2,500No LoadLimited
Janus Henderson Triton TJATTXSmall Growth6.56 Bil4075390.910%2,500No LoadOpen
Fidelity Small Cap GrowthFCPGXSmall Growth5.73 Bil321951.050%No LoadOpen
Baron Small Cap RetailBSCFXSmall Growth4.59 Bil1914221.310%2,000No LoadOpen
Wasatch Core GrowthWGROXSmall Growth4.11 Bil10841.170%2,000No LoadOpen
ClearBridge Small Cap Growth FILMPSXSmall Growth4.09 Bil7169631.200%No LoadLimited
ClearBridge Small Cap Growth 1LMPMXSmall Growth4.09 Bil7164550.890%No LoadLimited
Conestoga Small Cap InvestorsCCASXSmall Growth4.01 Bil2944201.100%2,500No LoadLimited
AB Small Cap Growth AdvisorQUAYXSmall Growth3.95 Bil7951420.900%No LoadOpen
American Century Small Cap Growth InvANOIXSmall Growth3.42 Bil4915131.170%2,500No LoadOpen
American Century Small Cap Growth GANOHXSmall Growth3.42 Bil39No LoadOpen
Janus Henderson Venture DJANVXSmall Growth2.99 Bil4257380.800%2,500No LoadLimited
Janus Henderson Venture SJVTSXSmall Growth2.99 Bil4564461.170%2,500No LoadOpen
Janus Henderson Venture TJAVTXSmall Growth2.99 Bil4360390.910%2,500No LoadOpen
Lord Abbett Developing Growth F3LOGWXSmall Growth2.51 Bil93740.580%No LoadOpen
Lord Abbett Developing Growth FLADFXSmall Growth2.51 Bil9377760.770%No LoadOpen
Champlain Small Company AdvCIPSXSmall Growth2.47 Bil2969401.270%10,000No LoadLimited
Brown Capital Mgmt Small Co InvBCSIXSmall Growth2.47 Bil8597621.280%5,000No LoadOpen
Wasatch Small Cap Growth InvestorWAAEXSmall Growth2.34 Bil8048391.150%2,000No LoadOpen
Loomis Sayles Small Cap Growth RetailLCGRXSmall Growth2.28 Bil5060521.190%2,500No LoadOpen
Brown Advisory Small-Cap Growth AdvBASAXSmall Growth2.23 Bil4156501.380%100No LoadOpen
Brown Advisory Small-Cap Growth InvBIASXSmall Growth2.23 Bil3851461.130%100No LoadOpen
Invesco Small Cap Growth InvGTSIXSmall Growth2.13 Bil7771631.130%1,000No LoadLimited
Hood River Small-Cap Growth InvestorHRSRXSmall Growth1.98 Bil2451.320%1,000No LoadOpen
Columbia Small Cap Growth AdvCHHRXSmall Growth1.85 Bil822590.990%2,000No LoadOpen
Artisan Small Cap InvestorARTSXSmall Growth1.62 Bil8772581.230%1,000No LoadOpen
Harbor Small Cap Growth AdminHRSGXSmall Growth1.42 Bil2912231.130%50,000No LoadOpen
Harbor Small Cap Growth InvHISGXSmall Growth1.42 Bil3012241.240%2,500No LoadOpen
Baron Discovery RetailBDFFXSmall Growth1.40 Bil783891.330%2,000No LoadOpen
Meridian Growth LegacyMERDXSmall Growth1.29 Bil5285530.880%1,000No LoadClosed
Wasatch Ultra GrowthWAMCXSmall Growth1.15 Bil863051.230%2,000No LoadOpen
Congress Small Cap Growth RetailCSMVXSmall Growth956.25 Mil86131.250%2,000No LoadOpen
Emerald Growth InvestorFFGRXSmall Growth952.50 Mil5363581.170%2,000No LoadOpen
MassMutual Small Cap Gr Eq SvcMSCYXSmall Growth862.89 Mil4530301.070%No LoadOpen
MassMutual Small Cap Gr Eq AdmMSGLXSmall Growth862.89 Mil4530331.170%No LoadOpen
Voya Small Cap Growth WVWYKXSmall Growth824.19 Mil0.950%1,000No LoadOpen
William Blair Small Cap Growth NWBSNXSmall Growth762.98 Mil3237181.240%2,500No LoadOpen
Oberweis Small-Cap OpportunitiesOBSOXSmall Growth721.75 Mil1131.250%1,000No LoadOpen
Buffalo Small CapBUFSXSmall Growth714.61 Mil8434540.990%2,500No LoadOpen

Small Growth Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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