Best Small Growth Mutual Funds 2014

By
Find best small growth mutual funds 2014. Top small cap stock funds are Franklin Small Cap Growth fund, Wasatch Small Cap Value Fund, Satuit Capital US Smid Cap fund, etc.

Small Cap Funds

Small cap investment funds provide opportunity for investors to grow their capital faster. This higher reward usually also involves higher risk for investors. These small cap stock funds typically invest in small size U.S. companies. There are 3 types of small cap funds such as small growth, small value, and small blend. The small growth funds invest in companies with high growth potential in term of metrics such as high book value, revenue, sales, etc.

Mutual funds as part of investment funds are popular among many investors including retiree, long term investors, and short term investors.

Top Mutual Funds

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its 1 year total return up to May 25, 2014.

Best small growth mutual funds 2014 are:
    Best Small Growth Mutual Funds 2014
  1. Satuit Capital US Smid Cap (SATDX)
  2. Oberweis Micro-Cap (OBMCX)
  3. Satuit Capital US Small Cap (SATSX)
  4. AMG Managers Essex Sm/Micro Cap Grade Investor (MBRSX)
  5. Wasatch Small Cap Value (WMCVX)
  6. 1492 Small Cap Growth (FNTGX)
  7. TCM Small Cap Growth (TCMSX)
  8. Franklin Small Cap Growth A (FSGRX)
  9. Oberweis Small-Cap Opportunities (OBSOX)
  10. AllianzGI Micro Cap A (GMCAX)
  11. Wells Fargo Advantage Small Co Growth A (WFSAX)
  12. Lord Abbett Developing Growth A (LAGWX)
  13. River Oak Discovery (RIVSX)
  14. Perkins Discovery (PDFDX)
  15. T. Rowe Price New Horizons (PRNHX)
  16. Eaton Vance Tax-Managed Small-Cap A (ETMGX)
Updated on 5/25/2014

Wasatch Small Cap Value Fund (WMCVX)

Wasatch Small Cap Value Fund (WMCVX)As one of the best small growth mutual funds, the Wasatch Small Cap Value (WMCVX) has 4-stars rating from Morningstar. The investment objective is to seek long-term growth of capital. The total net assets are $252.7 million. It also has annual expense ratio of 1.26%. The fund manager is Jim Larkins.

In 2014, the YTD return is 4.33%. This small cap fund has 10-year annualized return of 8.68% and 3-year annualized return of 14.21%. The best 1-year total return within 12 years of positive return is in 2009 with 55.91%. There is a no sales charge for this small growth mutual fund. The benchmark is Russell 2000 Value Index.

The top 5 stocks in its holdings as of March 2014 are Copart Inc (3.14%), Ebix Inc (3.03%), Polypore International Inc (2.76%), Saia Inc (2.29%) and Carbo Ceramics Inc (2.29%). Industrials (25.2%) is the top sector allocation.

Franklin Small Cap Growth A (FSGRX)

Franklin Small Cap Growth A (FSGRX)This Franklin Small Cap Growth fund was incepted in May 2000. The investment seeks long-term capital growth. It is currently managed by Michael McCarthy. The total net assets are $1.6 billion. It also has annual expense ratio of 1.33%. The front-end sales load is 5.75%.

This top small growth mutual fund has 9 years of positive return and 4 years of negative return. Based on the load adjusted returns, the fund’s performance is as below:
  • 1-year: 24.79%
  • 3-year: 12.06%
  • 5-year: 23.37%
  • 10-year: 9.09%
The top holdings as of April 2014 are Lattice Semiconductor Corp (1.86%), Lithia Motors Inc (1.62%) and Shutterfly Inc (1.53%). The top sector breakdowns are Information Technology (25.17%), Consumer Discretionary (19.27%) and Industrials (16.72%).

Wells Fargo Advantage Small Company Growth A (WFSAX)

Wells Fargo Advantage Small Company Growth A (WFSAX)The total net assets of this Wells Fargo Advantage Small Company Growth Fund are $328.8 million. The CUSIP is 94975J359. Its annual expense ratio is 1.45%. The fund’s YTD return is -4.62%. It has 1-year annualized return of 17.33% and 5-year annualized return of 22.55%.

The top 3 stocks in its portfolio as of April 2014 are Hanesbrand, Inc (1.6%), On Assignment, Inc (1.35%) and SS&C Technologies Holdings, Inc (1.30%).

T. Rowe Price New Horizons Fund (PRNHX)

The investment objective of this T. Rowe Price New Horizons Fund is long-term capital growth. The fund has annual expense ratio of 0.80%. It has total net assets of $15.1 billion. Morningstar analysts rated the fund with the highest 5-stars and Bronze rating. The 5-year average return is 25.95%. It has the best 1-year total return within 39 years of positive return in 2003.

This top small growth mutual fund is currently closed to new retail investors but it is open to subsequent retail investments. You can invest in your 401k plan. The top 10 holdings represent 12.90% of total net assets. The top holdings are Aimia Inc, Allegiant Travel, Flowers Food, Harman International Industries, Kate Spade, Mobile Mini, O’Reilly Automotive, Restoration Hardware Holdings, Rockwood Holdings and Roper Industries Inc.

Small Growth Mutual Funds Performance


NoFund DescriptionTickerExp RatioYieldYTD1-Yr3-Yr
1Satuit Capital US Smid CapSATDX1.50%0.00%1.67%31.70%N/A
2Oberweis Micro-CapOBMCX1.86%0.00%-6.63%28.13%13.93%
3Satuit Capital US Small CapSATSX1.50%0.00%-3.40%26.59%N/A
4AMG Managers Essex Sm/Micro Cap Gr InvMBRSX1.50%0.00%-9.21%25.14%12.17%
5Wasatch Small Cap ValueWMCVX1.26%0.00%4.33%22.72%14.21%
61492 Small Cap GrowthFNTGX1.10%0.00%-6.77%20.33%N/A
7TCM Small Cap GrowthTCMSX93.00%0.00%-4.14%20.11%11.67%
8Franklin Small Cap Growth AFSGRX1.33%0.00%-4.53%19.94%14.00%
9Oberweis Small-Cap OpportunitiesOBSOX2.00%0.00%-9.62%18.98%8.60%
10AllianzGI Micro Cap AGMCAX1.80%0.00%-7.73%18.40%10.82%
11Wells Fargo Advantage Small Co Growth AWFSAX1.45%0.00%-4.62%17.33%11.95%
12Lord Abbett Developing Growth ALAGWX1.11%0.00%-9.47%16.64%11.90%
13River Oak DiscoveryRIVSX1.35%0.00%-3.00%15.35%8.00%
14Perkins DiscoveryPDFDX2.00%0.00%-6.06%16.74%6.42%
15T. Rowe Price New HorizonsPRNHX0.80%0.00%-6.31%16.08%15.80%
16Eaton Vance Tx-Mgd Small-Cap AETMGX1.27%0.00%-2.89%16.34%9.28%

0 comments:

Post a Comment