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Morningstar

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 %
AB Small Cap Growth Portfolio
1.110%
0.000%
86%
46%
22%
AMG Frontier Small Cap Growth Fund
0.940%
0.000%
6%
7%
12%
AMG GW&K Small/Mid Cap Growth Fund
1.010%
0.000%
19%
26%
64%
AMG TimesSquare Small Cap Growth Fund
0.990%
0.000%
55%
61%
63%
AQR Small Cap Momentum Style Fund
0.600%
0.576%
37%
79%
79%
Alger Small Cap Focus Fund
1.180%
0.000%
100%
96%
84%
Alger Small Cap Growth Fund
2.000%
0.000%
96%
76%
92%
Alger Small Cap Growth Portfolio
1.000%
0.000%
97%
75%
82%
Alger SmallCap Growth Institutional Fund
1.300%
0.000%
98%
80%
88%
Alger Weatherbie Specialized Growth Fund
1.250%
0.000%
94%
60%
53%
Alger Weatherbie Specialized Growth Port
1.090%
0.000%
92%
50%
37%
Allspring Discovery Small Cap Growth
1.230%
0.000%
90%
51%
67%
Allspring Emerging Growth Fund
1.200%
0.000%
60%
59%
44%
Allspring Small Company Growth Fund
1.190%
0.000%
26%
56%
48%
American Beacon Stephens Sm Cp Gr Fund
1.270%
0.000%
58%
54%
76%
American Century Small Cap Growth Fund
1.170%
0.000%
32%
14%
15%
Aperture Discover Equity Fund
0.480%
0.000%
4%
—
—
Artisan Small Cap Fund
1.200%
0.258%
93%
34%
25%
BBH Partner Fund Small Cap Equity
0.920%
0.000%
—
—
—
BNY Mellon Select Managers Sm Cp Gr Fd
0.990%
0.000%
62%
70%
75%
BNY Mellon Small Cap Gr Fd
1.000%
0.000%
76%
19%
12%
BNY Mellon Small Cap Multi-Strategy Fund
1.010%
0.000%
24%
62%
58%
Baillie Gifford US Discovery Fund
0.820%
0.000%
—
—
—
Baron Discovery Fund
1.060%
0.000%
47%
13%
—
Baron Small Cap Fund
1.300%
0.000%
42%
36%
48%
Bernzott US Small Cap Value Fund
0.950%
0.000%
63%
92%
93%
BlackRock Advantage Small Cap Growth Fd
0.500%
0.455%
67%
64%
74%
Brown Advisory Small-Cap Growth Fund
1.110%
0.000%
54%
42%
30%
Brown Capital Management Small CompanyFd
1.250%
0.000%
99%
96%
55%
Buffalo Early Stage Growth Fund
1.460%
0.000%
44%
35%
35%
Buffalo Small Cap Fund
1.010%
0.000%
37%
9%
25%
Calamos Timpani Small Cap Growth Fund
1.050%
0.000%
77%
65%
41%
Carillon Chartwell Small Cap Growth Fund
1.050%
0.000%
52%
55%
—
Carillon Eagle Small Cap Growth Fund
1.100%
0.000%
87%
93%
93%
Carillon Scout Small Cap Fund
0.940%
0.000%
46%
66%
49%
Champlain Small Company Fund
1.270%
0.000%
57%
60%
54%
ClearBridge Small Cap Growth Fund
1.180%
0.000%
40%
30%
33%
Columbia Integrated Small Cap Growth Fd
1.020%
0.000%
50%
81%
96%
Columbia Small Cap Growth Fund
0.990%
0.000%
77%
17%
16%
Conestoga Discovery Fund
1.250%
0.000%
—
—
—
Conestoga Small Cap
1.100%
0.000%
61%
28%
14%
Congress Small Cap Growth Fund
1.000%
0.000%
7%
4%
7%
DF Dent Small Cap Growth Fund
1.050%
0.000%
69%
25%
—
DFA US Small Cap Growth Portfolio
0.310%
0.820%
9%
31%
32%
DWS Small Cap Growth Fund
1.230%
0.000%
57%
94%
95%
Dana Epiphany ESG Small Cap Equity Fund
0.950%
0.135%
12%
78%
—
Delaware Ivy Small Cap Growth
1.890%
0.000%
83%
86%
80%
Delaware Small Cap Growth Fund
0.890%
0.000%
92%
39%
—
Destra Granahan Small Cap Advantage Fund
1.500%
0.000%
79%
—
—
Driehaus Micro Cap Growth Fund
1.420%
0.000%
4%
3%
—
Driehaus Small Cap Growth Fund
0.750%
0.000%
15%
5%
—
Dunham Small Cap Growth Fund
1.170%
0.000%
38%
29%
17%
ERShares US Small Cap™
0.860%
0.000%
95%
90%
—
Eaton Vance Small-Cap Fund
1.210%
0.000%
32%
39%
50%
Eaton Vance Tax-Managed Small-Cap Fund
1.150%
0.144%
39%
47%
57%
Emerald Growth Fund
1.030%
0.000%
66%
79%
44%
Empiric Fund
2.120%
0.000%
18%
58%
67%
Empower Small Cap Growth Fund
0.840%
0.543%
20%
33%
—
FAM Small Cap Fund
1.260%
0.000%
10%
26%
48%
Federated Hermes Kaufmann Sm Cp Fd
1.360%
0.000%
95%
56%
9%
Federated Hermes MDT Small Cap Growth Fd
0.890%
0.048%
26%
80%
26%
Fidelity® Small Cap Growth Fund
1.020%
0.000%
51%
39%
7%
Fidelity® Small Cap Growth Index Fund
0.050%
0.761%
71%
—
—
Fidelity® Small Cap Growth K6 Fund
0.600%
0.046%
47%
33%
—
Fisher IIG US Sm Cap Eq Fd
0.750%
0.000%
—
—
—
Franklin Small Cap Growth Fund
0.780%
0.000%
69%
66%
58%
Fuller & Thaler Behavioral Sm-Cp Gr Fd
0.860%
0.000%
4%
7%
—
Goldman Sachs Small Cap Gr Insghts Fd
0.850%
0.371%
74%
94%
86%
Goldman Sachs Small Cap Growth Fund
0.910%
0.000%
33%
—
—
HSBC RdtESG US Smlr Cmp
0.900%
0.000%
12%
50%
60%
Harbor Small Cap Growth Fund
0.880%
0.000%
41%
32%
22%
Hartford Small Cap Growth Fund
0.870%
0.000%
85%
91%
78%
Hartford Small Cap Growth HLS Fund
0.640%
0.000%
84%
89%
76%
Hartford Small Company Fund
0.950%
0.000%
73%
53%
67%
Hartford Small Company HLS Fund
0.790%
0.000%
66%
49%
63%
Hood River Small-Cap Growth Fund
1.090%
0.000%
6%
8%
5%
Intrepid Small Cap Fund
1.300%
0.000%
90%
97%
100%
Invesco Discovery Fund
1.020%
0.000%
63%
14%
13%
Invesco Small Cap Growth Fund
1.160%
0.000%
67%
82%
61%
JHancock New Opportunities Fund
0.870%
0.000%
23%
70%
86%
JPMorgan Small Cap Growth Fund
1.240%
0.000%
91%
76%
27%
Jacob Discovery Fund
1.800%
0.000%
27%
4%
57%
Jacob Small Cap Growth Fund
2.250%
0.000%
96%
99%
100%
Janus Henderson Triton Fund
0.790%
0.000%
52%
78%
31%
Janus Henderson Venture Fund
0.790%
0.000%
49%
60%
31%
Kennedy Capital Small Cap Growth Fund
0.890%
0.003%
—
—
—
Kinetics Small Cap Opportunities Fund
1.640%
0.000%
1%
2%
3%
LKCM Small Cap Eq Fund
1.010%
0.000%
11%
37%
83%
Lisanti Small Cap Growth Fund
1.350%
0.000%
80%
72%
47%
Loomis Sayles Small Cap Growth Fund
0.930%
0.000%
49%
46%
28%
Lord Abbett Alpha Strategy Fund
1.470%
0.325%
27%
74%
76%
Lord Abbett Developing Growth Fund
0.940%
0.000%
84%
28%
30%
Lord Abbett Micro Cap Growth Fund
1.160%
0.000%
13%
6%
1%
MFS New Discovery Fund
0.990%
0.000%
80%
35%
61%
MassMutual Small Cap Growth Eq Fd
0.970%
0.000%
44%
28%
20%
Meridian Growth Fund®
0.850%
0.000%
33%
72%
62%
Meridian Small Cap Growth Fund
1.150%
0.000%
34%
79%
—
Morgan Stanley Inst Inception Port
1.000%
0.242%
78%
15%
70%
Mutual of America Small Cap Growth Fund
0.830%
0.000%
54%
64%
71%
Nationwide Geneva Small Cap Growth Fund
0.950%
0.000%
61%
39%
16%

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