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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 %
0.950
0.557
64
78
87
1.510
0.000
11
1.110
0.000
50
76
82
1.170
0.046
72
80
92
0.400
0.222
30
34
27
1.250
0.000
1.170
0.000
21
25
13
1.200
0.000
24
59

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