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 |