Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 10/31/2009.
| 03/23/2023 | ||||||||||||
| 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 | 22.6% | |||||||
| PXSGX | 14.91 | |||||||||||
| QUAIX | 8.17 | |||||||||||
| RSYEX | 5.50 | |||||||||||
| Averages | $2,568.20 | 12.5% | 32.6 | 0.7% | 63% | 53 | 64.1 | 9.7% | ||||
| Brown Capital | BCSIX | 4.40 | $68.71 | $301.98 | 11.8% | 11.9% | 45.3 | 0.1% | 72% | 64 | 76 | 12.0% |
| Delaware Smid Cap Growth | DFDIX | 13.75 | $24.13 | $331.79 | 12.9% | 5.6% | 14.6 | 2.7% | 72% | 68 | 72 | 8.8% |
| PRIMECAP Odyssey Aggressive Growth | POAGX | 11.37 | $38.47 | $437.56 | 17.0% | 13.5% | 28.6 | 0.3% | 40% | 32 | 46 | 6.5% |
| T. Rowe Price New Horizons | PRNHX | 9.36 | $47.83 | $447.83 | 17.4% | 9.8% | 31.5 | 0.7% | 70% | 60 | 71 | 10.4% |
| Wasatch Ultra Growth | WAMCX | 17.15 | $27.34 | $468.80 | 18.3% | 19.3% | 41.9 | 0.1% | 63% | 47 | 60 | 11.1% |