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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
14
16
7
1.080
0.000
7
4
1.310
0.000
42
42
52
1.020
0.000
7
10
12
1.150
0.000
60
54
70
1.100
0.000
56
44
25
1.020
0.000
56
54
33
2.130
0.000
76
72
93
1.200
0.000
30
1.060
0.000
21
25
18
2.010
0.000
1
1
1.010
0.000
52
69
91
1.030
0.000
23
23
50
0.850
0.000
69
63
64

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