Public Dashboard: Best Small Company Funds

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

10/30/2020
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 14.9%
PXSGX 14.91
QUAIX 8.17
RSYEX 5.50
Averages $3,889.04 15.8% 62.9 0.2% 53% 47 59.3 6.2%
Brown Capital BCSIX 4.40 $122.50 $538.39 13.8% 14.2% 55.9 0.1% 69% 60 76 4.5%
Delaware Smid Cap Growth DFDIX 13.75 $56.04 $770.55 19.8% 18.4% 50.6 0.0% 41% 53 59 7.3%
PRIMECAP Odyssey Aggressive Growth POAGX 11.37 $48.36 $550.05 14.1% 13.9% 55.6 0.2% 47% 34 54 6.7%
T. Rowe Price New Horizons PRNHX 9.36 $81.81 $765.99 19.7% 12.9% 69.1 0.5% 67% 52 66 5.4%
Wasatch Ultra Growth WAMCX 17.15 $39.88 $683.82 17.6% 19.0% 81.2 0.0% 44% 36 42 6.8%


MIPAR 8.7%  
Sweet Spot 13.7% - 18.7%  

Portfolio Averages

PAR 6.2%
Quality 59.3
Growth 15.8%
P/E Ratio 62.9
Yield 0.2%
Fin Strength 53%
EPS Stability 47