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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.


Category is Small Cap Growth Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Advisor Small Cap Growth Fund Class ASmall Cap Growth EquitiesNov 3, 20041.29%
0.19%
13.12%
6.93%
49
Fidelity Advisor Small Cap Growth Fund Class CSmall Cap Growth EquitiesNov 3, 20042.05%
0.00%
12.26%
8.84%
45
Fidelity Advisor Small Cap Growth Fund Class ISmall Cap Growth EquitiesNov 3, 20041.04%
0.23%
13.41%
6.35%
49
Fidelity Small Cap Growth FundSmall Cap Growth EquitiesNov 3, 20041.00%
0.26%
13.53%
6.37%
51
Fidelity Advisor Small Cap Growth Fund Class MSmall Cap Growth EquitiesNov 3, 20041.54%
0.13%
12.83%
7.43%
46
Fidelity Small Cap Growth Index FundSmall Cap Growth EquitiesJul 11, 20190.05%
-2.09%
0.55%
43
Emerald Growth Fund Institutional ClassSmall Cap Growth EquitiesOct 21, 20080.78%
0.10%
13.39%
11.38%
85
Fidelity Advisor Small Cap Growth Fund Class ZSmall Cap Growth EquitiesFeb 1, 20170.90%
0.25%
6.29%
50
Nuveen Small Cap Growth Opportunities FundSmall Cap Growth EquitiesAug 1, 19950.96%
-7.66%
10.13%
5.96%
24
Federated Hermes Kaufmann Small Cap FundSmall Cap Growth EquitiesDec 18, 20021.36%
-5.40%
12.58%
21.88%
38
Fidelity Small Cap Growth K6 FundSmall Cap Growth EquitiesMay 25, 20170.60%
0.47%
2.73%
50
Franklin Small Cap Growth Fund Class ASmall Cap Growth Equities1.04%
-3.22%
11.94%
9.16%
31
Franklin Small Cap Growth FundSmall Cap Growth EquitiesMay 1, 20000.78%
-3.11%
11.48%
7.89%
32
FullerThaler Behavioral Small-Cap Growth Fund Clas...Small Cap Growth EquitiesDec 21, 20170.93%
3.32%
0.00%
62
Fuller & Thaler Behavioral Small-Cap Growth FundSmall Cap Growth EquitiesDec 21, 20171.44%
3.22%
0.00%
63
FullerThaler Behavioral Small-Cap Growth FundSmall Cap Growth EquitiesDec 21, 20171.00%
3.29%
0.00%
62
Victory RS Small Cap Equity FundSmall Cap Growth EquitiesMay 1, 19971.25%0.00%
Goldman Sachs Small Cap Growth FundSmall Cap Growth EquitiesOct 31, 20191.03%
2.37%
0.00%
49
Goldman Sachs Small Cap Growth Insights FundSmall Cap Growth EquitiesJun 25, 20070.84%
0.00%
2.14%
4.93%
60
abrdn U.S. Small Cap Equity FundSmall Cap Growth EquitiesNov 2, 19981.11%
2.42%
12.86%
0.00%
27

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41–60 of 173

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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