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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 %
1.210
0.000
39
22
25
1.080
0.000
18
9
1.310
0.000
23
31
36
1.010
0.000
8
12
21
1.150
0.649
81
67
70
1.100
0.000
60
37
29
1.010
0.000
69
68
39
2.130
0.000
83
69
89
1.290
0.000
79
95
0.750
0.000
1.200
0.000
50
1.010
0.000
11
11
7
1.750
0.440
3
1
1.000
0.000
60
66
94
0.990
0.000
35
30
37
0.840
0.000
71
61
74

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