Public Dashboard: Best Small Company Funds

Our favorite small company funds. Values are result of $100 invested on 10/31/2009.

03/01/2021
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 13.3%
PXSGX 14.91
QUAIX 8.17
RSYEX 5.50
Averages $4,368.38 15.2% 67.7 0.2% 56% 46 58.0 4.2%
Brown Capital BCSIX 4.40 $131.83 $579.39 13.3% 14.2% 66.8 0.1% 72% 62 74 4.2%
Delaware Smid Cap Growth DFDIX 13.75 $64.52 $887.15 20.3% 17.6% 77.1 0.0% 48% 49 61 5.1%
PRIMECAP Odyssey Aggressive Growth POAGX 11.37 $58.46 $664.92 15.2% 13.2% 42.4 0.2% 49% 35 56 5.9%
T. Rowe Price New Horizons PRNHX 9.36 $82.44 $771.89 17.7% 10.8% 65.3 0.5% 68% 49 62 1.3%
Wasatch Ultra Growth WAMCX 17.15 $51.60 $884.79 20.3% 18.8% 80.2 0.0% 46% 36 43 4.8%


MIPAR 5.7%  
Sweet Spot 10.7% - 15.7%  

Portfolio Averages

PAR 4.2%
Quality 58.0
Growth 15.2%
P/E Ratio 67.7
Yield 0.2%
Fin Strength 56%
EPS Stability 46