Best Mutual Funds Awards By Category: Small-Cap Mutual Funds

This list highlights the best small-cap funds from 2009 to 2018, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Shaded cells indicate the best-of-the-best funds based on 10-year performance.


All returns as of Dec. 31, 2018.

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Best Small Cap Mutual Funds

Mutual fund Symbol 1-year total return 3-year average total return 5-year average total return 10-year average total return Morningstar Category Closed to new investors
Benchmark: S&P 500 -4.38% 9.26% 8.49% 13.12%
Virtus KAR Small-Cap Growth I PXSGX 9.09 22.91 14.78 18.75 Small Growth Yes
Lord Abbett Micro Cap Growth I LMIYX 2.85 13.25 8.55 18.25 Small Growth No
Wasatch Ultra Growth WAMCX 10.56 16.26 10.83 17.65 Small Growth No
Brown Capital Mgmt Small Co Inv BCSIX -0.67 11.53 9.04 17.03 Small Growth Yes
Alger Small Cap Focus I AOFIX 14.15 16.80 10.60 16.66 Small Growth No
Federated Kaufmann Small Cap A FKASX 6.88 15.94 11.57 16.33 Small Growth No
Virtus KAR Small-Cap Core I PKSFX -1.92 15.83 10.80 15.28 Small Growth Yes

Sources: IBD, Morningstar Direct

The 2019 Best Mutual Funds Awards logo and accolade are available for licensing through Investor’s Business Daily’s partner, The YGS Group. For more information and ordering, please visit or call 800-290-5460.


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