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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
83
27
39
1.050
0.000
22
24
1.290
0.000
46
45
48
1.010
0.000
10
8
17
0.830
0.921
95
91
87
1.100
0.000
79
54
20
0.850
1.376
94
88
1.030
0.000
56
75
45
1.960
0.000
30
53
82
1.270
0.000
25
52
45
0.750
0.000
1.310
0.000
94
99
100
1.010
0.000
19
11
16
1.750
0.771
16
2
1.000
0.000
28
52
92
0.990
0.000
80
35
62
0.840
0.000
85
78
77

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