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
NBGNX	Neuberger Berman Genesis Fund	Small Cap Growth Equities	Sep 27, 1988	0.99%	1.64%	8.86%	16.09%	8
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	Oct 20, 1998	1.28%	-1.66%	13.47%	6.85%	38
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	May 18, 1987	0.85%	-12.80%	6.84%	8.64%	0
NEAGX	Needham Aggressive Growth Fund	Small Cap Growth Equities	Sep 4, 2001	1.86%	13.84%	18.24%	1.88%	93
NEAIX	Needham Aggressive Growth Fund Institutional Class	Small Cap Growth Equities	Dec 30, 2016	1.20%	13.95%	—	1.77%	93
NESGX	Needham Small Cap Growth Fund	Small Cap Growth Equities	May 22, 2002	1.85%	17.74%	15.14%	0.00%	83
NESIX	Needham Small Cap Growth Fund Institutional	Small Cap Growth Equities	Dec 30, 2016	1.18%	17.94%	—	0.00%	84
NPSGX	Nicholas Partners Small Cap Growth Fund	Small Cap Growth Equities	Jan 16, 2019	1.13%	4.92%	—	4.29%	80
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	Jun 12, 2009	0.94%	-3.93%	8.85%	2.73%	3
OBMCX	Oberweis Micro Cap Fund	Small Cap Growth Equities	Dec 29, 1995	1.48%	14.98%	19.36%	1.23%	89
OBSOX	Oberweis Small-Cap Opportunities Fund	Small Cap Growth Equities	Sep 16, 1996	1.25%	5.60%	16.12%	0.00%	68
ODIIX	Invesco Discovery Fund Class R6	Small Cap Growth Equities	Jan 27, 2012	0.65%	8.46%	15.34%	9.16%	72
OISGX	Optimum Small-Mid Cap Growth Fund	Small Cap Growth Equities	Aug 1, 2003	1.29%	-4.35%	11.65%	2.78%	30
OPOCX	Invesco Discovery Fund	Small Cap Growth Equities	Sep 11, 1986	1.01%	8.36%	14.87%	12.38%	83
ORIGX	North Square Spectrum Alpha Fund	Small Cap Growth Equities	Jan 3, 1994	1.60%	1.57%	-0.53%	0.58%	42
OSTGX	Osterweis Emerging Opportunity Fund	Small Cap Growth Equities	Nov 30, 2016	1.17%	-3.01%	—	2.38%	19
OTCFX	T. Rowe Price Small-Cap Stock Fund	Small Cap Growth Equities	Jun 1, 1956	0.85%	2.42%	11.88%	13.91%	56
PBSIX	Polen U.S. Small Company Growth Fund	Small Cap Growth Equities	Nov 1, 2017	1.26%	4.54%	—	0.00%	47
PCSGX	PACE Small/Medium Co Growth Equity Investments	Small Cap Growth Equities	Aug 24, 1995	1.03%	-5.11%	9.57%	6.75%	9
PGOAX	PGIM Jennison Small Company Fund	Small Cap Growth Equities	Jan 22, 1990	1.13%	1.69%	11.91%	7.98%	35

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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