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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 174 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 RatioMartin RatioCalmar RatioUlcer Index
EGWAX
AllspringDiscovery Small Cap Growth FundSmall Cap Growth EquitiesJun 5, 19951.23%
0.68%
7.48%
0.00%
Empiric 2500 FundSmall Cap Growth EquitiesNov 6, 19951.96%
1.21%
7.18%
0.00%
Eaton Vance Small-Cap FundSmall Cap Growth EquitiesJan 2, 19971.21%
0.99%
8.20%
0.67%
Eaton Vance Tax-Managed Small-Cap FundSmall Cap Growth EquitiesSep 25, 19971.11%
1.26%
7.82%
1.34%
FAM Small Cap FundSmall Cap Growth EquitiesMar 1, 20121.27%
-2.28%
8.55%
6.59%
Fidelity Advisor Small Cap Growth Fund Class ASmall Cap Growth EquitiesNov 3, 20041.29%
6.58%
11.71%
0.00%
Fidelity Advisor Small Cap Growth Fund Class CSmall Cap Growth EquitiesNov 3, 20042.05%
6.29%
10.86%
0.00%
Fidelity Advisor Small Cap Growth Fund Class ISmall Cap Growth EquitiesNov 3, 20041.04%
6.66%
12.01%
0.00%
Fidelity Small Cap Growth FundSmall Cap Growth EquitiesNov 3, 20041.00%
6.64%
12.01%
0.00%
Fidelity Advisor Small Cap Growth Fund Class MSmall Cap Growth EquitiesNov 3, 20041.54%
6.47%
11.41%
0.00%
Fidelity Small Cap Growth Index FundSmall Cap Growth EquitiesJul 11, 20190.05%
-0.78%
0.82%
Fidelity Advisor Small Cap Growth Fund Class ZSmall Cap Growth EquitiesFeb 1, 20170.90%
6.71%
0.00%
Nuveen Small Cap Growth Opportunities FundSmall Cap Growth EquitiesAug 1, 19950.96%
2.25%
8.26%
0.00%
Federated Hermes Kaufmann Small Cap FundSmall Cap Growth EquitiesDec 18, 20021.36%
1.85%
11.03%
0.15%
Fidelity Small Cap Growth K6 FundSmall Cap Growth EquitiesMay 25, 20170.60%
6.64%
0.22%
Franklin Small Cap Growth FundSmall Cap Growth EquitiesMay 1, 20000.78%
1.91%
8.47%
0.00%
Fuller & Thaler Behavioral Small-Cap Growth FundSmall Cap Growth EquitiesDec 21, 20171.44%
11.52%
0.00%
Victory RS Small Cap Equity FundSmall Cap Growth EquitiesMay 1, 19971.25%
4.43%
0.93%
0.00%
Goldman Sachs Small Cap Growth FundSmall Cap Growth EquitiesOct 31, 20191.03%
3.66%
0.00%
Goldman Sachs Small Cap Growth Insights FundSmall Cap Growth EquitiesJun 25, 20070.84%
0.79%
7.53%
0.00%

41–60 of 174

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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