Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 12/31/2007.
| 09/21/2019 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $3,977.80 | 11.7% | 38.9 | 0.6% | 59% | 51 | 62.9 | 9.4% | ||||
| Brown Capital | BCSIX | 3.57 | $107.27 | $383.38 | 9.6% | 13.6% | 61.4 | 0.2% | 69% | 54 | 73 | 7.1% |
| Buffalo Small Cap | BUFSX | 11.67 | $13.67 | $159.52 | 4.0% | 16.2% | 43.9 | 0.3% | 52% | 35 | 50 | 14.1% |
| Conestoga Small Cap | CCASX | 5.64 | $59.58 | $336.21 | 8.5% | 11.5% | 80.9 | 0.3% | 57% | 59 | 67 | 8.1% |
| Champlain Small Company | CIPSX | 12.21 | $20.35 | $248.47 | 6.2% | 9.1% | 30.3 | 0.6% | 59% | 53 | 62 | 7.4% |
| First Trust Small Cap Core | FYX | 3.96 | $61.13 | $242.07 | 6.1% | 12.7% | 42.7 | 0.5% | 38% | 31 | 41 | 11.0% |
| RS Small Cap Equity A | GPSCX | 14.64 | $16.50 | $241.58 | 6.1% | 18.4% | 50.1 | 0.3% | 54% | 38 | 54 | 14.6% |
| Goldman Sachs Small Cap Growth Insights | GSAOX | 6.64 | $34.73 | $230.47 | 5.8% | 9.3% | 25.2 | 0.4% | 59% | 54 | 62 | 6.9% |
| Pennsylvania Mutual | PENNX | 16.50 | $9.21 | $151.98 | 3.8% | 7.5% | 23.1 | 1.0% | 63% | 66 | 66 | 6.2% |
| PRIMECAP Odyssey Aggressive Growth | POAGX | 9.18 | $43.62 | $400.56 | 10.1% | 10.5% | 37.9 | 0.5% | 48% | 29 | 49 | 9.8% |
| T. Rowe Price Div Small Cap Growth | PRDSX | 8.43 | $38.86 | $327.40 | 8.2% | 8.9% | 28.5 | 0.8% | 65% | 60 | 72 | 6.9% |
| T. Rowe Price New Horizons | PRNHX | 6.05 | $62.69 | $379.46 | 9.5% | 13.7% | 30.1 | 0.7% | 67% | 56 | 74 | 10.3% |
| Stratton Small-Cap Value | STSCX | 2.57 | $78.59 | $201.74 | 5.1% | 6.8% | 16.2 | 1.0% | 54% | 65 | 66 | 7.9% |
| Vanguard Total Stock Market | VTSMX | 3.40 | $74.33 | $252.94 | 6.4% | 8.9% | 19.5 | 1.8% | 95% | 76 | 90 | 10.3% |
| Wasatch Small Cap Growth | WAAEX | 4.61 | $41.68 | $192.14 | 4.8% | 13.8% | 36.1 | 0.5% | 67% | 61 | 69 | 11.5% |
| Wasatch Micro Cap Value | WAMVX | 69.44 | $3.31 | $229.86 | 5.8% | 14.3% | 28.2 | 0.4% | 33% | 39 | 38 | 11.9% |
| MIPAR | 8.8% |
|---|---|
| Sweet Spot | 13.8% - 18.8% |
Portfolio Averages
| PAR | 9.4% |
| Quality | 62.9 |
| Growth | 11.7% |
| P/E Ratio | 38.9 |
| Yield | 0.6% |
| Fin Strength | 59% |
| EPS Stability | 51 |