Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

Small-Company Stock Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through June 30, 2019

Small-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
PineBridge US Micro Cap Portfolio RJMCGX29.61%24.78%8.96%13.03%8.1%102.00%r2.64%
Columbia Small Cap Growth I A**CGOAX19.5823.1114.5516.0610.32105.751.34
Morgan Stanley Instl Fund Small Co Growth AMSSMX19.2119.318.6713.758.79105.25s1.25
Virtus Small-Cap Sustainable Growth APSGAX19.0630.5721.7320.1175.751.37
Federated Kaufmann Small Cap AFKASX18.4528.1416.8217.8295.501.35
Neuberger Berman Small Cap Growth Inv**NBMIX18.3325.8313.6115.466.899none1.21
Lord Abbett Developing Growth A**LAGWX18.1926.1411.217.168.59105.750.93
T. Rowe Price New HorizonsPRNHX18.0224.0215.6620.7911.658none0.77
Wasatch Small Cap Growth InvWAAEX17.6121.312.0815.6611.2492.00r1.2
Alger Small Cap Focus AAOFAX17.2727.0816.0217.16105.251.18
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Small-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Virtus Small-Cap Sustainable Growth APSGAX19.06%30.57%21.73%20.11%—%75.75%1.37%
Federated Kaufmann Small Cap AFKASX18.4528.1416.8217.8295.501.35
Alger Small Cap Focus AAOFAX17.2727.0816.0217.16105.251.18
Driehaus Micro Cap GrowthDMCRX8.9326.3516.28102.00r1.42
Lord Abbett Developing Growth A**LAGWX18.1926.1411.217.168.59105.750.93
Wasatch Ultra GrowthWAMCX13.0125.8915.0517.5610.62102.00r1.24
Neuberger Berman Small Cap Growth Inv**NBMIX18.3325.8313.6115.466.899none1.21
PineBridge US Micro Cap Portfolio RJMCGX29.6124.788.9613.038.1102.00r2.64
AllianceBernstein Small Cap Growth AQUASX10.3224.2212.0317.857.54104.251.13
Perkins DiscoveryPDFDX12.924.098.2513.410.51101.00r2.5
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Small-Company Stock Funds - 5 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Virtus Small-Cap Sustainable Growth APSGAX19.06%30.57%21.73%20.11%—%75.75%1.37%
Federated Kaufmann Small Cap AFKASX18.4528.1416.8217.8295.501.35
Driehaus Micro Cap GrowthDMCRX8.9326.3516.28102.00r1.42
Alger Small Cap Focus AAOFAX17.2727.0816.0217.16105.251.18
Virtus Small-Cap Core A+PKSAX12.5622.4815.9617.399.3195.751.29
T. Rowe Price New HorizonsPRNHX18.0224.0215.6620.7911.658none0.77
Wasatch Ultra GrowthWAMCX13.0125.8915.0517.5610.62102.00r1.24
Nationwide Small Company Growth ANWSAX10.0622.0314.99105.751.32
Brown Capital Management Small Company InvBCSIX8.3320.5414.9218.2311.7210none1.25
Columbia Small Cap Growth I A**CGOAX19.5823.1114.5516.0610.32105.751.34
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Small-Company Stock Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
T. Rowe Price New HorizonsPRNHX18.02%24.02%15.66%20.79%11.65%8none%0.77%
Virtus Small-Cap Sustainable Growth APSGAX19.0630.5721.7320.1175.751.37
Brown Capital Management Small Company InvBCSIX8.3320.5414.9218.2311.7210none1.25
AllianceBernstein Small Cap Growth AQUASX10.3224.2212.0317.857.54104.251.13
Federated Kaufmann Small Cap AFKASX18.4528.1416.8217.8295.501.35
Wasatch Ultra GrowthWAMCX13.0125.8915.0517.5610.62102.00r1.24
Virtus Small-Cap Core A+PKSAX12.5622.4815.9617.399.3195.751.29
Victory RS Small Cap Equity AGPSCX723.6813.1917.3810.6105.751.22
Artisan Small Cap Fund Inv**ARTSX1620.7813.2517.249.510none1.2
RS Small Cap Growth A**RSEGX6.2222.8612.5917.177.24105.751.4
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Small-Company Stock Funds - 20 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Wasatch Micro CapWMICX9.57%23.77%13.7%16.44%13.85%92.00%r1.65%
Buffalo Small Cap**BUFSX5.319.66912.5311.9710none1.01
Brown Capital Management Small Company InvBCSIX8.3320.5414.9218.2311.7210none1.25
Wasatch Small Cap ValueWMCVX1.7214.438.0314.5511.6892.00r1.2
T. Rowe Price New HorizonsPRNHX18.0224.0215.6620.7911.658none0.77
Victory RS Partners ARSPFX7.5912.764.7812.4111.6275.751.45
Wasatch Core GrowthWGROX7.7918.5112.4616.2811.4892.00r1.18
Boston Partners Small Cap Value Fund II InvBPSCX-5.028.714.8312.611.389none1.35
Wasatch Small Cap Growth InvWAAEX17.6121.312.0815.6611.2492.00r1.2
Bridgeway Ultra-Small Company**BRUSX-14.482.94-2.718.3211.2310none1.18
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.
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