Best Mutual Funds: Top-Performing Small-Cap Growth Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing small-cap growth funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
JPMorgan Small Cap Equity VSEIX 13.76% 18% 2,376,608,002 1.00%
Federated Kaufmann Small Cap FKASX 13.71% 26% 722,542,225 1.95%
Satuit Capital U.S. Emerging Companies SATMX 13.23% 25% 166,474,080 1.90%
Royce Value Plus Svc RYVPX 13.08% 25% 1,478,609,833 1.42%
Brown Capital Mgmt Small Co BCSIX 12.15% 20% 1,490,758,516 1.21%
Lord Abbett Alpha Strategy ALFAX 11.92% 22% 847,830,569 0.25%
ASTON/TAMRO Small Cap ATASX 11.91% 21% 1,004,642,222 1.28%
AllianceBern Small Cap Growth QUAYX 11.68% 23% 923,306,720 1.05%
Loomis Sayles Small Cap Growth LCGRX 11.35% 21% 814,150,344 1.25%
Alger Small Cap Growth ALSAX 11.31% 22% 230,583,514 1.40%
Legg Mason ClearBridge Small Cap Growth SASMX 11.30% 23% 983,993,472 1.32%
Invesco Small Cap Discovery VASCX 11.17% 19% 843,541,773 1.38%
BlackRock Small Cap Growth Equity PCGEX 10.85% 24% 1,314,973,110 1.17%
Turner Small Cap Growth TSCEX 10.78% 24% 227,365,801 1.25%
T. Rowe Price Diversified Sm Cap Growth PRDSX 10.67% 22% 372,580,888 1.10%
ING SmallCap Opportunities NSPAX 10.63% 21% 198,810,885 1.50%
TCW Small Cap Growth TGSNX 10.32% 24% 821,990,305 1.44%
Russell Tax-Managed US Mid & Sm Cap RTSSX 10.19% 21% 167,540,436 1.25%


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