Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 12/31/2007.
| 06/26/2019 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $3,924.49 | 11.4% | 33.6 | 0.6% | 58% | 50 | 60.9 | 8.0% | ||||
| Brown Capital | BCSIX | 3.57 | $104.78 | $374.48 | 9.5% | 13.9% | 41.3 | 0.2% | 67% | 52 | 72 | 7.4% |
| Buffalo Small Cap | BUFSX | 11.67 | $13.23 | $154.38 | 3.9% | 15.3% | 42.1 | 0.3% | 52% | 36 | 48 | 11.2% |
| Conestoga Small Cap | CCASX | 5.64 | $58.64 | $330.91 | 8.4% | 10.8% | 30.2 | 0.3% | 56% | 57 | 66 | 5.8% |
| Champlain Small Company | CIPSX | 12.21 | $19.76 | $241.27 | 6.1% | 8.9% | 30.3 | 0.7% | 60% | 52 | 60 | 7.0% |
| First Trust Small Cap Core | FYX | 3.96 | $59.34 | $234.99 | 6.0% | 10.5% | 54.4 | 0.4% | 40% | 25 | 40 | 7.6% |
| RS Small Cap Equity A | GPSCX | 14.64 | $16.73 | $244.94 | 6.2% | 19.0% | 46.3 | 0.3% | 49% | 36 | 46 | 11.8% |
| Goldman Sachs Small Cap Growth Insights | GSAOX | 6.64 | $34.28 | $227.48 | 5.8% | 8.8% | 24.2 | 0.4% | 59% | 57 | 61 | 5.3% |
| Pennsylvania Mutual | PENNX | 16.50 | $8.89 | $146.70 | 3.7% | 7.7% | 22.9 | 1.0% | 60% | 66 | 65 | 5.8% |
| PRIMECAP Odyssey Aggressive Growth | POAGX | 9.18 | $44.29 | $406.72 | 10.4% | 10.3% | 37.7 | 0.4% | 48% | 27 | 48 | 9.0% |
| T. Rowe Price Div Small Cap Growth | PRDSX | 8.43 | $37.71 | $317.71 | 8.1% | 9.4% | 37.1 | 0.8% | 64% | 58 | 71 | 6.5% |
| T. Rowe Price New Horizons | PRNHX | 6.05 | $62.57 | $378.74 | 9.7% | 12.0% | 29.5 | 0.7% | 68% | 56 | 71 | 6.8% |
| Stratton Small-Cap Value | STSCX | 2.57 | $76.45 | $196.25 | 5.0% | 6.7% | 16.2 | 1.0% | 51% | 67 | 64 | 7.6% |
| Vanguard Total Stock Market | VTSMX | 3.40 | $72.88 | $248.01 | 6.3% | 8.5% | 20.1 | 1.8% | 95% | 74 | 89 | 9.9% |
| Wasatch Small Cap Growth | WAAEX | 4.61 | $41.06 | $189.29 | 4.8% | 13.6% | 34.9 | 0.5% | 67% | 61 | 68 | 8.8% |
| Wasatch Micro Cap Value | WAMVX | 69.44 | $3.35 | $232.64 | 5.9% | 14.2% | 28.4 | 0.4% | 33% | 35 | 33 | 11.9% |
| MIPAR | 9.2% |
|---|---|
| Sweet Spot | 14.2% - 19.2% |
Portfolio Averages
| PAR | 8.0% |
| Quality | 60.9 |
| Growth | 11.4% |
| P/E Ratio | 33.6 |
| Yield | 0.6% |
| Fin Strength | 58% |
| EPS Stability | 50 |