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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 %
1.190
0.000
77
38
41
1.050
0.000
29
14
1.290
0.000
41
38
42
1.010
0.000
11
15
25
0.830
0.856
81
67
70
1.100
0.000
65
39
26
0.850
1.342
99
80
1.010
0.000
69
68
39
1.960
0.000
69
61
86
1.270
0.000
46
91
70
0.750
0.000
1.010
0.000
11
11
7
1.750
0.688
2
1
1.000
0.000
41
58
94
0.990
0.000
53
33
49
0.840
0.000
66
55
64

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