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.
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Ten Best Performing Small Growth Funds
Eaton Vance Tax-Managed Small-Cap Fund (MUTF:ETMGX) 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.
Needham Aggressive Growth Fund (MUTF:NEAGX) 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.
PGIM Jennison Small Company Fund (MUTF:PGOAX) 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.
Eaton Vance Small-Cap Fund (MUTF:ETEGX) invests in small-cap companies that are part of the Russell 2000® Index or the S&P SmallCap 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.
abrdn U.S. Sustainable Leaders Smaller Companies Fund (MUTF:MLSAX) 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.
Congress Small Cap Growth Fund (MUTF:CSMCX), 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.
Penn Capital Special Situations Small Cap Equity Fund (MUTF:PSCNX) 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.
Oberweis Micro-Cap Fund (MUTF:OBMCX) 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.
Oberweis Small-Cap Opportunities Fund (MUTF:OBSOX) 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.
Kinetics Small Capital Opportunities Advisor Fund (MUTF:KSOAX) 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.
