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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 %
0.820
0.000
21
24
43
0.950
0.552
66
63
80
1.510
0.000
5
1.140
0.000
58
57
67
0.400
0.225
36
24
18
0.990
0.000
1.170
0.000
48
25
21
1.630
0.000
33
11
8
1.160
0.000
23
48

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