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Fund Spy

6 Small-Growth Keepers

Checking in on our favorite small-growth funds, three of which are closed.

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The following article appeared in the September 2016 issue of Morningstar FundInvestor. All return figures below are through the end of August. 

Let's review six of our higher-rated funds in the small-growth Morningstar Category. This article is about tracking performance, so I hope you'll forgive me for including three funds that are closed to new investors. Funds that are closed are a big part of the small-cap fund world, and I would be remiss if I left these three out. Besides, these funds may reopen, and you might get another shot if you missed them last time.

Russel Kinnel has a position in the following securities mentioned above: WAAEX. Find out about Morningstar’s editorial policies.