The Best Small Cap Growth Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Small Cap Growth Equities mutual funds.
- Number of Funds
- 174
- Avg. Expense Ratio
- 1.12%
- Avg. Yield
- 6.18%
- Avg. 1 Year Return
- 30.89%
- Median Risk/Return Score
- 37 / 100
The Best Small Cap Growth Equities Mutual Funds
170 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Small Cap Growth Equities Mutual funds by Risk/Return Score
The top Small Cap Growth Equities Mutual funds by PortfoliosLab Risk/Return Score are NESIX (94) and NESGX (94).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | |
| Needham Small Cap Growth Fund | 94 | — | May 2002 | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | |
| Needham Aggressive Growth Fund | 92 | — | Sep 2001 | |
| Oberweis Micro Cap Fund | 89 | — | Dec 1995 |
Best-Performing Small Cap Growth Equities Mutual funds Over 5 Years
The top Small Cap Growth Equities Mutual funds is NEAIX (23.70%).
Across the lineup, Small Cap Growth Equities Mutual funds show an average 1-year return of 30.89% and an average 5-year return of 4.75%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 23.70% | — | Dec 2016 | |
| Needham Aggressive Growth Fund | 23.03% | — | Sep 2001 | |
| Oberweis Micro Cap Fund | 19.79% | — | Dec 1995 | |
| Oberweis Small-Cap Opportunities Fund | 16.79% | — | Sep 1996 | |
| FullerThaler Behavioral Small-Cap Growth Fund Clas... | 16.08% | — | Dec 2017 |
Lowest-Cost Small Cap Growth Equities Mutual funds
The top Small Cap Growth Equities Mutual funds is FECGX (0.05%).
With an average expense ratio of 1.12%, Small Cap Growth Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 |
Highest-Yield Small Cap Growth Equities Mutual funds
The top Small Cap Growth Equities Mutual funds is BCSIX (114.64%).
Across the lineup, Small Cap Growth Equities Mutual funds show an average dividend yield of 6.18%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Brown Capital Management Small Company Fund | 114.64% | — | Jul 1992 | |
| Brown Capital Management Small Company Fund Instit... | 100.53% | — | Jul 1992 | |
| Virtus KAR Small-Cap Growth Fund | 52.86% | — | Jun 2006 | |
| BNY Mellon Small Cap Multi-Strategy Fund | 36.97% | — | Oct 2000 | |
| MassMutual Small Cap Growth Equity Fund | 31.06% | — | May 1999 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VSGAX vs. VSMAXVSGAX vs. VSIAXVSGAX vs. VIGAXVSGAX vs. VFIAXVSGAX vs. VTSAXFCPGX vs. FBGRXFCPGX vs. VBKFCPGX vs. FSPGXFCPGX vs. SPYFCPGX vs. FDSCXVEXRX vs. VINIXVEXRX vs. VIEIXVEXRX vs. SPYVEXRX vs. VISVXVEXRX vs. DFFVXFECGX vs. FSSNXFECGX vs. FSPGXFECGX vs. LAGWXFECGX vs. VISGXFECGX vs. SWPPXNEAGX vs. NEEGXNEAGX vs. DSCGXNEAGX vs. SFSNXNEAGX vs. CSMCXNEAGX vs. TSCGXOBMCX vs. OBSOXOBMCX vs. VSTCXOBMCX vs. DWASOBMCX vs. SAGWXOBMCX vs. BFGFXKSCOX vs. VGIAXKSCOX vs. KMKAXKSCOX vs. WWNPXKSCOX vs. WWWEXKSCOX vs. KMKNXVSGIX vs. VFIAXVSGIX vs. FDGRXVSGIX vs. BOSOXVSGIX vs. VSMVXVSGIX vs. IWMVEXPX vs. VOOVEXPX vs. VPMAXVEXPX vs. VTSAXVEXPX vs. VEIRXVEXPX vs. VOTPRDSX vs. OTCFXPRDSX vs. VIOGPRDSX vs. SPYPRDSX vs. SWPPXPRDSX vs. PEXMX