Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 10/31/2009.
07/03/2025 | ||||||||||||
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 | 21.7% | |||||||
PXSGX | 14.91 | |||||||||||
QUAIX | 8.17 | |||||||||||
RSYEX | 5.50 | |||||||||||
Averages | $2,672.14 | 8.8% | 103.4 | 0.7% | 64% | 57 | 66.3 | 6.9% | ||||
Brown Capital | BCSIX | 4.40 | $46.08 | $202.52 | 7.6% | 10.2% | 49.5 | 0.1% | 80% | 77 | 81 | 4.0% |
Delaware Smid Cap Growth | DFDIX | 13.75 | $24.13 | $331.79 | 12.4% | 5.6% | 14.6 | 2.7% | 72% | 68 | 72 | 8.8% |
PRIMECAP Odyssey Aggressive Growth | POAGX | 11.37 | $46.31 | $526.73 | 19.7% | 7.8% | 19.9 | 0.4% | 55% | 41 | 59 | 6.4% |
T. Rowe Price New Horizons | PRNHX | 9.36 | $52.96 | $495.86 | 18.6% | 9.8% | 29.4 | 0.8% | 70% | 64 | 72 | 8.0% |
Wasatch Ultra Growth | WAMCX | 17.15 | $31.20 | $534.99 | 20.0% | 10.2% | 329.6 | 0.1% | 57% | 52 | 59 | 6.2% |