These Are The Ten Best Performing Small Growth Funds

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Investors with a higher risk appetite can make quick money by investing in small-cap stocks. Even investors with a smaller risk appetite can go for small-cap stocks, but a better way for them to invest in such stocks is through small growth funds.

Such funds mainly invest in companies that are projected to grow faster than other small-cap stocks. Moreover, such funds prefer companies in up-and-coming industries and young firms in early growth stages. Let’s take a look at the ten best performing small growth funds.

Ten Best Performing Small Growth Funds

We have used the one-year return data (from money.usnews.com) of the small growth funds to rank the ten best performing small growth funds. Following are the ten best performing small growth funds:

  1. Eaton Vance Tax-Managed Small-Cap Fund (ETMGX, 8%)

Eaton Vance Tax-Managed Small-Cap Fund primarily invests in the common stocks of small-cap companies that it believes could achieve a relatively higher earnings growth over the long-term.

It has given a return of over 1% in the last three months and over 12% in the last three years. ETMGX has more than $130 million in total assets, while its top three holdings are: Performance Food Group, Valvoline, and CBIZ.

  1. Needham Aggressive Growth Fund (NEAGX, 8%)

Needham Aggressive Growth Fund normally invests in the equity securities of domestic issuers in markets and industries with strong growth potential. It has given a return of almost -15% in the last three months and almost 30% in the last three years.

NEAGX has more than $140 million in total assets, while its top three holdings are: Dreyfus Treasury Secs Cash Mgmt Inst, PDF Solutions, and Vicor.

  1. PGIM Jennison Small Company Fund (PGOAX, 9%)

PGIM Jennison Small Company Fund normally invests in equity and equity-related securities of small, less well-known companies that it believes are relatively undervalued.

It has given a return of over -3% in the last three months and over 18% in the last three years. PGOAX has more than $2 billion in total assets, while its top three holdings are: Dreyfus Government Cash Mgmt Instl, PDC Energy, and Saia.

  1. Eaton Vance Small-Cap Fund (ETEGX, 9%)

Eaton Vance Small-Cap Fund invests in small-cap companies that are part of the Russell 2000® Index or the S&P Small Cap 600 Index. It has given a return of almost 2% in the last three months and almost 13% in the last three years.

ETEGX has more than $150 million in total assets, while its top three holdings are: Performance Food Group, Valvoline, and CBIZ.

  1. Aberdeen US Sustainable Leaders Smaller Companies Fund (MLSAX, 9%)

Aberdeen U.S. Sustainable Leaders Smaller Companies Fund primarily invests in equity securities of smaller U.S. companies with sound and improving prospects. It has given a return of over -13% in the last three months and over 19% in the last three years.

MLSAX has more than $17 million in total assets, while its top three holdings are: Perficient, Icon, and PJT Partners Inc Class A.

  1. Congress Small Cap Growth Fund (CSMCX, 12%)

Congress Small Cap Growth Fund, under normal circumstances, invests in the shares of small-cap companies. It has given a return of over -9% in the last three months and over 22% in the last three years.

CSMCX has more than $280 million in total assets, while its top three holdings are: First American Treasury Obligs X, Skyline Champion, and Perficient.

  1. Penn Capital Special Situations Small Cap Equity Fund (PSCNX, 13%)

Penn Capital Special Situations Small Cap Equity Fund normally invests in small-capitalization companies, having a market value of less than $100 million at the time of purchase, or similar stocks included in the Russell 2000® Index.

It has given a return of over 3% in the last three months and over 21% in the last three years. PSCNX has more than $15 million in total assets, while its top three holdings are: Weatherford International PLC Ordinary Shares, PDC Energy, and Golden Entertainment.

  1. Oberweis Micro Cap Fund (OBMCX, 13%)

Oberweis Micro-Cap Fund usually invests in the common stocks of very small companies exhibiting potential for long-term growth in market value. It has given a return of over -3% in the last three months and over 22% in the last three years.

OBMCX has more than $120 million in total assets, while its top three holdings are: Axcelis Technologies, Alpha & Omega Semiconductor, and Veritiv.

  1. Oberweis Small-Cap Opportunities Fund (OBSOX, 14%)

Oberweis Small-Cap Opportunities Fund primarily invests in the small-cap companies that it believes have the potential for significant long-term growth in market value. It has given a return of over -5% in the last three months and over 22% in the last three years.

OBSOX has more than $25 million in total assets, while its top three holdings are: Synaptics, Axcelis Technologies, and Crocs.

  1. Kinetics Small Cap Opportunities Fund (KSOAX, 15%)

Kinetics Small Capital Opportunities Advisor Fund invests in the Small Cap Portfolio, which is a series of Kinetics Portfolios Trust that invests in U.S. and foreign small capitalization companies offering attractive valuation opportunities.

It has given a return of over 1% in the last three months and over 17% in the last three years. KSOAX has more than $240 million in total assets, while its top two holdings are: Texas Pacific Land and DREAM Unlimited Corp Registered Shs -A- Subord Vtg.

Disclaimer: This article is not an investment recommendation, Please see our disclaimer - Get our 10 ...

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