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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 %
1.050
0.000
96
93
1.100
0.000
14
3
1.310
0.000
28
20
31
1.020
0.000
15
13
30
1.160
0.000
58
57
68
1.100
0.000
47
23
25
0.950
0.058
98
1.020
0.000
50
62
25
2.020
0.000
65
76
95
1.200
0.000
65
1.080
0.000
16
18
9
1.010
0.000
67
83
89
1.060
0.000
16
16
31
0.850
0.000
61
49
70

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