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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
Principal SmallCap Growth Fund ISmall Cap Growth EquitiesDec 6, 20000.94%
-0.91%
12.33%
9.28%
46
JPMorgan Small Cap Growth FundSmall Cap Growth EquitiesJul 1, 19911.24%
-0.11%
11.56%
7.40%
31
Putnam Small Cap Growth FundSmall Cap Growth EquitiesDec 31, 19971.23%
0.97%
14.12%
0.42%
40
PGIM Jennison Small-Cap Core Equity FundSmall Cap Growth EquitiesNov 15, 20160.95%
-0.41%
3.02%
21
T. Rowe Price QM U.S. Small-Cap Growth Equity FundSmall Cap Growth EquitiesJun 30, 19970.78%
0.31%
11.38%
12.66%
63
Penn Capital Special Situations Small Cap Equity F...Small Cap Growth EquitiesDec 17, 20151.71%
4.45%
12.39%
7.17%
46
PGIM Jennison Small Company Fund Class ZSmall Cap Growth EquitiesMar 1, 19960.82%
1.76%
12.12%
6.75%
36
BlackRock Advantage Small Cap Growth FundSmall Cap Growth EquitiesSep 14, 19930.50%
-1.13%
10.58%
0.11%
52
Virtus KAR Small-Cap Value FundSmall Cap Growth EquitiesJun 28, 20060.96%
0.91%
7.90%
5.76%
4
Virtus KAR Small-Cap Growth FundSmall Cap Growth EquitiesJun 28, 20061.07%
-9.19%
10.01%
52.76%
0
Federated Hermes MDT Small Cap Growth FundSmall Cap Growth EquitiesSep 15, 20050.89%
-2.35%
11.63%
4.01%
68
AB Small Cap Growth PortfolioSmall Cap Growth EquitiesFeb 12, 19691.11%
-1.74%
13.00%
0.00%
28
Ranger Micro Cap FundSmall Cap Growth EquitiesJun 6, 20181.51%
4.10%
1.27%
39
Ranger Small Cap FundSmall Cap Growth EquitiesSep 29, 20111.11%
-4.39%
7.74%
11.26%
5
RMB Small Cap FundSmall Cap Growth EquitiesAug 30, 20021.06%
0.38%
8.61%
5.96%
12
Victory RS Small Cap Growth FundSmall Cap Growth EquitiesNov 30, 19871.40%
-3.44%
6.76%
0.00%
22
Royce Smaller-Companies Growth FundSmall Cap Growth EquitiesJun 14, 20011.49%
-3.98%
10.02%
17.48%
44
Rydex S&P SmallCap 600 Pure Growth FundSmall Cap Growth EquitiesFeb 20, 20042.26%
5.56%
6.40%
0.00%
42
ClearBridge Small Cap Growth FundSmall Cap Growth EquitiesJul 1, 19981.16%
-0.61%
11.10%
20.43%
27
Segall Bryant & Hamill Small Cap Core FundSmall Cap Growth EquitiesDec 31, 20190.99%
3.70%
5.38%
33

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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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