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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
Kinetics Small Cap Opportunities FundSmall Cap Growth EquitiesMar 20, 20001.64%
25.59%
20.77%
0.14%
5
Kinetics Small Capital Opportunities Advisor Fund ...Small Cap Growth EquitiesDec 31, 20011.89%
25.52%
20.47%
0.00%
5
Lord Abbett Developing Growth Fund Class ISmall Cap Growth EquitiesDec 30, 19970.67%
1.18%
12.46%
0.00%
75
Lord Abbett Developing Growth FundSmall Cap Growth EquitiesOct 10, 19730.93%
1.13%
12.16%
0.00%
75
LKCM Small Cap Equity FundSmall Cap Growth EquitiesJul 14, 19941.03%
-1.05%
11.38%
9.08%
43
Lord Abbett Micro Cap Growth FundSmall Cap Growth EquitiesJul 9, 19991.12%
1.03%
19.00%
0.01%
70
ClearBridge Small Cap Growth Fund Class ISSmall Cap Growth EquitiesAug 4, 20080.78%
-0.48%
11.42%
17.04%
28
Loomis Sayles Small Cap Growth FundSmall Cap Growth EquitiesDec 31, 19960.92%
1.64%
10.56%
7.50%
20
Mutual of America Small Cap Growth FundSmall Cap Growth EquitiesNov 29, 20210.83%
1.55%
0.93%
31
Meridian Growth FundSmall Cap Growth EquitiesAug 1, 19840.85%
-7.71%
6.21%
9.78%
2
Meridian Small Cap Growth FundSmall Cap Growth EquitiesDec 16, 20131.22%
-8.38%
8.04%
8.61%
4
MassMutual Small Cap Growth Equity FundSmall Cap Growth EquitiesMay 3, 19991.41%
3.78%
13.95%
36.56%
60
MFS New Discovery FundSmall Cap Growth EquitiesJan 2, 19970.99%
-0.99%
10.94%
0.00%
34
BNY Mellon Small Cap Multi-Strategy FundSmall Cap Growth EquitiesOct 2, 20001.01%
1.47%
8.20%
41.65%
41
Morgan Stanley Institutional Fund Inception Portfo...Small Cap Growth EquitiesNov 1, 19892.10%
-14.17%
0.00%
3
AMG Frontier Small Cap Growth FundSmall Cap Growth EquitiesSep 24, 19970.94%
3.81%
14.90%
0.00%
46
Morgan Stanley Institutional Fund, Inc. Inception ...Small Cap Growth EquitiesNov 1, 19891.04%
-13.92%
14.03%
0.00%
3
Morgan Stanley Institutional Inception Fund Class ...Small Cap Growth EquitiesDec 29, 19951.35%
-13.99%
14.46%
0.00%
3
Great-West Small Cap Growth FundSmall Cap Growth EquitiesSep 10, 20151.19%
-2.93%
10.35%
5.01%
27
Neuberger Berman Genesis Fund Institutional ClassSmall Cap Growth EquitiesJul 1, 19990.84%
1.69%
9.04%
16.14%
8

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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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