Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 12/31/2007.
| 06/20/2018 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $4,387.07 | 10.7% | 34.7 | 0.6% | 55% | 49 | 59.0 | 5.3% | ||||
| Brown Capital | BCSIX | 3.57 | $109.96 | $393.00 | 9.0% | 13.1% | 41.4 | 0.2% | 67% | 54 | 72 | 5.5% |
| Buffalo Small Cap | BUFSX | 11.67 | $17.58 | $205.14 | 4.7% | 14.1% | 34.4 | 0.4% | 53% | 37 | 53 | 7.8% |
| Conestoga Small Cap | CCASX | 5.64 | $56.20 | $317.14 | 7.2% | 11.2% | 30.9 | 0.4% | 60% | 55 | 64 | 5.6% |
| Champlain Small Company | CIPSX | 12.21 | $23.20 | $283.27 | 6.5% | 7.6% | 26.1 | 1.1% | 60% | 44 | 54 | -8.1% |
| First Trust Small Cap Core | FYX | 3.96 | $67.62 | $267.78 | 6.1% | 7.4% | 67.6 | 0.5% | 23% | 30 | 35 | -0.1% |
| RS Small Cap Equity A | GPSCX | 14.64 | $22.31 | $326.64 | 7.4% | 14.9% | 34.2 | 0.6% | 46% | 42 | 48 | 9.1% |
| Goldman Sachs Small Cap Growth Insights | GSAOX | 6.64 | $41.55 | $275.73 | 6.3% | 8.1% | 31.8 | 0.5% | 52% | 55 | 59 | 3.8% |
| Pennsylvania Mutual | PENNX | 16.50 | $11.36 | $187.46 | 4.3% | 7.3% | 23.6 | 1.1% | 60% | 61 | 66 | 5.0% |
| PRIMECAP Odyssey Aggressive Growth | POAGX | 9.18 | $51.23 | $470.45 | 10.7% | 12.9% | 46.7 | 0.3% | 43% | 29 | 47 | 9.4% |
| T. Rowe Price Div Small Cap Growth | PRDSX | 8.43 | $38.52 | $324.53 | 7.4% | 10.0% | 37.2 | 0.7% | 62% | 52 | 70 | 5.7% |
| T. Rowe Price New Horizons | PRNHX | 6.05 | $62.15 | $376.19 | 8.6% | 11.0% | 34.1 | 0.8% | 63% | 54 | 67 | 5.7% |
| Stratton Small-Cap Value | STSCX | 2.57 | $88.50 | $227.18 | 5.2% | 6.8% | 18.2 | 0.9% | 50% | 65 | 64 | 6.0% |
| Vanguard Total Stock Market | VTSMX | 3.40 | $69.80 | $237.53 | 5.4% | 9.0% | 23.0 | 1.8% | 94% | 71 | 87 | 9.4% |
| Wasatch Small Cap Growth | WAAEX | 4.61 | $51.95 | $239.49 | 5.5% | 12.8% | 28.8 | 0.6% | 65% | 66 | 69 | 6.5% |
| Wasatch Micro Cap Value | WAMVX | 69.44 | $3.68 | $255.55 | 5.8% | 9.9% | 22.4 | 0.5% | 36% | 45 | 35 | 5.8% |
| MIPAR | 6.7% |
|---|---|
| Sweet Spot | 11.7% - 16.7% |
Portfolio Averages
| PAR | 5.3% |
| Quality | 59.0 |
| Growth | 10.7% |
| P/E Ratio | 34.7 |
| Yield | 0.6% |
| Fin Strength | 55% |
| EPS Stability | 49 |