In Search of Small-Cap Growth Funds With Big Returns, Small Expenses
There are more than 220 small-cap growth funds to choose from, so you might as well focus on finding one with big returns and modest expenses.
| Screen Gems: High Returns, Low Fees |
| Mid-Cap Growth Funds |
| Large-Cap Growth Funds |
| Tech Funds |
| Big Growth in Small Packages? Small-cap growth funds have, on average, trailed the broader market during the past decade |
| Source: Morningstar. Returns through Jan. 24. |
| Leading and Cheap Small-Cap Growth Funds These funds have beaten their peers and kept costs down | ||
| Fund | 3-Year Annualized Return | 1-Year Return |
| (REGAX)Reserve Small-Cap Growth | 45.1 | 1.6 |
| (RKGRX)Rockland Small Cap Growth | 39.3 | -1.9 |
| (BNSIX)BNY Small Cap Growth | 29.7 | 2.9 |
| (WAAEX)Wasatch Small Cap Growth | 24.1 | 33.2 |
| (RESCX)HSBC Investor Small Cap | 23.8 | 16.3 |
| (VLSCX)Value Line Emerging Opportunities | 23.7 | 4.9 |
| (CMSCX)Columbia Small Cap | 22.7 | 4.0 |
| (FTSCX)FTI Small Capitalization | 21.4 | -0.7 |
| (PSSCX)PBHG Strategic Small Company | 21.2 | 14.3 |
| (BTSCX)Deutsche Small Cap | 20.1 | 14.5 |
| (VEXPX)Vanguard Explorer | 18.4 | 12.8 |
| (NPFGX)Navellier Aggressive Growth | 17.2 | 3.2 |
| (MGSEX)Managers Special Equity | 17.1 | 1.8 |
| (ACRNX)Liberty Acorn | 17.0 | 13.6 |
| (MERDX)Meridian | 15.9 | 38.9 |
| Avg. Small-Cap Growth fund | 15.4 | -3.5 |
| Source: Morningstar. Performance figures through Jan. 29. | ||
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