Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 12/31/2007.
| 09/19/2018 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $4,555.02 | 11.2% | 35.6 | 0.6% | 56% | 50 | 60.6 | 6.5% | ||||
| Brown Capital | BCSIX | 3.57 | $118.63 | $423.98 | 9.3% | 14.5% | 41.8 | 0.2% | 67% | 56 | 74 | 5.8% |
| Buffalo Small Cap | BUFSX | 11.67 | $18.24 | $212.84 | 4.7% | 14.9% | 35.2 | 0.5% | 54% | 38 | 54 | 8.3% |
| Conestoga Small Cap | CCASX | 5.64 | $61.17 | $345.18 | 7.6% | 12.4% | 31.3 | 0.4% | 60% | 56 | 67 | 4.9% |
| Champlain Small Company | CIPSX | 12.21 | $24.10 | $294.26 | 6.5% | 9.3% | 31.9 | 0.7% | 62% | 55 | 61 | 5.3% |
| First Trust Small Cap Core | FYX | 3.96 | $69.64 | $275.77 | 6.1% | 6.8% | 68.4 | 0.5% | 24% | 29 | 35 | 3.1% |
| RS Small Cap Equity A | GPSCX | 14.64 | $22.26 | $325.91 | 7.2% | 15.0% | 36.7 | 0.6% | 46% | 41 | 50 | 10.2% |
| Goldman Sachs Small Cap Growth Insights | GSAOX | 6.64 | $41.95 | $278.38 | 6.1% | 8.3% | 30.5 | 0.5% | 53% | 55 | 59 | 4.1% |
| Pennsylvania Mutual | PENNX | 16.50 | $11.74 | $193.73 | 4.3% | 7.4% | 23.5 | 1.1% | 60% | 63 | 66 | 3.4% |
| PRIMECAP Odyssey Aggressive Growth | POAGX | 9.18 | $51.29 | $471.00 | 10.3% | 12.0% | 47.1 | 0.4% | 43% | 27 | 45 | 9.2% |
| T. Rowe Price Div Small Cap Growth | PRDSX | 8.43 | $40.13 | $338.10 | 7.4% | 10.2% | 39.5 | 0.7% | 62% | 53 | 70 | 5.0% |
| T. Rowe Price New Horizons | PRNHX | 6.05 | $65.43 | $396.05 | 8.7% | 12.1% | 34.5 | 0.8% | 63% | 52 | 69 | 6.6% |
| Stratton Small-Cap Value | STSCX | 2.57 | $89.78 | $230.47 | 5.1% | 6.8% | 18.2 | 0.9% | 53% | 65 | 65 | 5.7% |
| Vanguard Total Stock Market | VTSMX | 3.40 | $72.63 | $247.16 | 5.4% | 8.7% | 22.3 | 1.8% | 94% | 72 | 87 | 8.7% |
| Wasatch Small Cap Growth | WAAEX | 4.61 | $55.58 | $256.22 | 5.6% | 12.8% | 31.3 | 0.5% | 65% | 66 | 69 | 6.7% |
| Wasatch Micro Cap Value | WAMVX | 69.44 | $3.83 | $265.97 | 5.8% | 12.9% | 21.5 | 0.4% | 35% | 44 | 39 | 8.0% |
| MIPAR | 7.2% |
|---|---|
| Sweet Spot | 12.2% - 17.2% |
Portfolio Averages
| PAR | 6.5% |
| Quality | 60.6 |
| Growth | 11.2% |
| P/E Ratio | 35.6 |
| Yield | 0.6% |
| Fin Strength | 56% |
| EPS Stability | 50 |