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 February 29, 2020

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
Needham Small Cap GrowthNESGX22.46%15.97%11.89%11.44%—%9none%1.95%
Needham Aggressive GrowthNEAGX19.98.156.6911.129none2.91
T. Rowe Price New HorizonsPRNHX17.120.8215.5218.869.817none0.76
PineBridge US Micro Cap Portfolio RJMCGX15.5423.747.0210.835.71102.00r2.3
Wasatch Micro CapWMICX14.1721.9314.214.8512.35102.00r1.66
Victory Munder Small Cap Growth AMASCX13.9116.4395.751.4
Davenport Small Cap Focus FundDSCPX13.369.898.638none0.97
Virtus Small-Cap Sustainable Growth APSGAX13.1324.1120.118.3985.751.37
Wasatch Ultra GrowthWAMCX12.8923.515.7216.259.62102.00r1.24
Columbia Small Cap Growth I A**CGOAX12.3717.813.7813.896.83105.751.33
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 February 29, 2020

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 APSGAX13.13%24.11%20.1%18.39%—%85.75%1.37%
PineBridge US Micro Cap Portfolio RJMCGX15.5423.747.0210.835.71102.00r2.3
Wasatch Ultra GrowthWAMCX12.8923.515.7216.259.62102.00r1.24
Wasatch Micro CapWMICX14.1721.9314.214.8512.35102.00r1.66
Federated Kaufmann Small Cap AFKASX8.1721.7915.0915.7695.501.36
T. Rowe Price New HorizonsPRNHX17.120.8215.5218.869.817none0.76
Alger Small Cap Focus AAOFAX3.3919.313.1914.17105.251.19
Morgan Stanley Instl Fund Small Co Growth AMSSMX10.6119.038.5412.184.98105.25s1.25
Driehaus Micro Cap GrowthDMCRX7.7118.3313.61102.00r1.42
Artisan Small Cap Fund Inv**ARTSX9.7818.0113.215.418.1610none1.2
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 February 29, 2020

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 APSGAX13.13%24.11%20.1%18.39%—%85.75%1.37%
Wasatch Ultra GrowthWAMCX12.8923.515.7216.259.62102.00r1.24
T. Rowe Price New HorizonsPRNHX17.120.8215.5218.869.817none0.76
Federated Kaufmann Small Cap AFKASX8.1721.7915.0915.7695.501.36
Virtus Small-Cap Core A+PKSAX8.4416.9614.5515.019.5995.751.29
Wasatch Micro CapWMICX14.1721.9314.214.8512.35102.00r1.66
Columbia Small Cap Growth I A**CGOAX12.3717.813.7813.896.83105.751.33
Driehaus Micro Cap GrowthDMCRX7.7118.3313.61102.00r1.42
Artisan Small Cap Fund Inv**ARTSX9.7818.0113.215.418.1610none1.2
Alger Small Cap Focus AAOFAX3.3919.313.1914.17105.251.19
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 February 29, 2020

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 HorizonsPRNHX17.1%20.82%15.52%18.86%9.81%7none%0.76%
Virtus Small-Cap Sustainable Growth APSGAX13.1324.1120.118.3985.751.37
Wasatch Ultra GrowthWAMCX12.8923.515.7216.259.62102.00r1.24
Federated Kaufmann Small Cap AFKASX8.1721.7915.0915.7695.501.36
AllianceBernstein Small Cap Growth AQUASX517.0811.4815.457104.251.15
Artisan Small Cap Fund Inv**ARTSX9.7818.0113.215.418.1610none1.2
Brown Capital Management Small Company InvBCSIX1.4713.9112.3215.368.7210none1.25
JPMorgan Small Cap Growth APGSGX8.9417.6812.7215.058.01105.251.24
Virtus Small-Cap Core A+PKSAX8.4416.9614.5515.019.5995.751.29
Wasatch Micro CapWMICX14.1721.9314.214.8512.35102.00r1.66
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 February 29, 2020

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 CapWMICX14.17%21.93%14.2%14.85%12.35%102.00%r1.66%
Wasatch Core GrowthWGROX6.8512.8510.3614.3511.6692.00r1.19
Victory RS Partners ARSPFX-2.72.894.898.7911.485.751.45
Boston Partners Small Cap Value Fund II InvBPSCX-5.69-0.353.368.6411.169none1.35
American Century Small Cap Value Fund Inv**ASVIX-4.470.44.489.0511.0610none1.25
Hotchkis & Wiley Small Cap Value AHWSAX-15.45-3.62-0.599.1610.84105.251.28
Meridian Growth LegacyMERDX-3.718.197.611.8610.592.00r0.85
Century Small Cap Select Trust InvestorCSMVX3.2512.057.1712.0610.4910none1.21
RidgeWorth Ceredex Small Cap Value Equity ASASVX-9.18-0.763.438.6110.42105.751.46
T. Rowe Price Small Cap ValuePRSVX-3.523.266.5410.210.399none0.77
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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