Skip to Content

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 %
1.100
0.000
13
5
1.310
0.000
40
33
45
1.020
0.000
9
11
16
1.160
0.000
55
57
67
1.100
0.000
51
37
26
1.020
0.000
58
50
27
2.020
0.000
73
74
95
1.200
0.000
60
1.060
0.000
21
21
12
2.010
0.000
1
7
1.010
0.000
60
72
89
1.030
0.000
19
16
35
0.850
0.000
70
55
68

Sponsor Center