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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 167 Small Cap Growth Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Small Cap Growth Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioCalmar RatioUlcer Index
AASOX
Alger Small Cap Growth PortfolioSmall Cap Growth EquitiesSep 21, 19880.95%
3.99%
1.05%
0.00%
AMG GW&K Small/Mid Cap Growth FundSmall Cap Growth EquitiesNov 3, 20101.00%
3.21%
7.82%
0.00%
Lord Abbett Alpha Strategy FundSmall Cap Growth EquitiesMar 18, 19981.40%
2.72%
6.68%
0.45%
Alger Weatherbie Specialized Growth FundSmall Cap Growth EquitiesMay 8, 20021.20%
-0.25%
7.91%
0.00%
Alger Small Cap Growth FundSmall Cap Growth EquitiesNov 11, 19861.96%
3.57%
6.62%
0.00%
Alger SmallCap Growth Institutional FundSmall Cap Growth EquitiesNov 8, 19931.24%
3.48%
1.87%
0.00%
American Century Small Cap Growth FundSmall Cap Growth EquitiesJun 1, 20011.17%
3.96%
10.07%
0.00%
Alger Small Cap Focus FundSmall Cap Growth EquitiesMar 3, 20081.14%
3.88%
6.44%
0.00%
Artisan Small Cap Fund Advisor SharesSmall Cap Growth EquitiesFeb 1, 20171.06%
6.29%
0.00%
Artisan Small Cap FundSmall Cap Growth EquitiesMar 28, 19951.19%
6.30%
7.81%
0.00%
Lisanti Small Cap Growth FundSmall Cap Growth EquitiesFeb 27, 20041.35%
8.35%
7.20%
0.00%
AQR Small Cap Momentum Style FundSmall Cap Growth EquitiesJul 9, 20090.61%
3.55%
7.39%
3.78%
Brown Capital Management Small Company FundSmall Cap Growth EquitiesJul 23, 19921.25%
1.70%
6.70%
9.20%
Baron Discovery FundSmall Cap Growth EquitiesSep 30, 20131.05%
2.36%
10.47%
0.00%
Brown Advisory Small-Cap Growth FundSmall Cap Growth EquitiesJun 28, 19991.11%
2.08%
8.36%
0.00%
UBS U.S. Small Cap Growth FundSmall Cap Growth EquitiesSep 30, 19970.99%
8.29%
8.67%
0.00%
Baron Small Cap FundSmall Cap Growth EquitiesSep 30, 19971.29%
6.15%
9.69%
2.86%
Bernzott US Small Cap Value FundSmall Cap Growth EquitiesSep 11, 20120.95%
3.29%
7.03%
1.04%
Buffalo Early Stage Growth FundSmall Cap Growth EquitiesMay 21, 20041.46%
0.52%
6.32%
0.00%
Buffalo Small Cap FundSmall Cap Growth EquitiesApr 14, 19981.01%
3.19%
7.81%
0.00%

1–20 of 167

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.

0%Annualized Volatility0%Annualized Return

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