Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 10/31/2009.
08/21/2025 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FKKSX | 11.40 | |||||||||||
Lord Abbett Securities Trust Mi | LMIYX | 29.51 | $19.66 | $580.25 | 21.8% | |||||||
PXSGX | 14.91 | |||||||||||
QUAIX | 8.17 | |||||||||||
RSYEX | 5.50 | |||||||||||
Averages | $2,665.81 | 8.8% | 88.7 | 0.8% | 60% | 57 | 65.8 | 7.2% | ||||
Brown Capital | BCSIX | 4.40 | $45.58 | $200.32 | 7.5% | 10.3% | 48.2 | 0.1% | 78% | 77 | 81 | 3.8% |
Delaware Smid Cap Growth | DFDIX | 13.75 | $24.13 | $331.79 | 12.4% | 5.6% | 14.6 | 2.7% | 72% | 68 | 72 | 8.8% |
PRIMECAP Odyssey Aggressive Growth | POAGX | 11.37 | $47.71 | $542.65 | 20.4% | 8.4% | 20.1 | 0.4% | 47% | 39 | 57 | 7.5% |
T. Rowe Price New Horizons | PRNHX | 9.36 | $53.73 | $503.07 | 18.9% | 9.6% | 29.1 | 0.8% | 60% | 65 | 71 | 8.4% |
Wasatch Ultra Growth | WAMCX | 17.15 | $29.61 | $507.72 | 19.0% | 10.0% | 285.3 | 0.1% | 59% | 54 | 59 | 6.1% |