Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 10/31/2009.
| 10/30/2020 | ||||||||||||
| 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 | 14.9% | |||||||
| PXSGX | 14.91 | |||||||||||
| QUAIX | 8.17 | |||||||||||
| RSYEX | 5.50 | |||||||||||
| Averages | $3,889.04 | 15.8% | 62.9 | 0.2% | 53% | 47 | 59.3 | 6.2% | ||||
| Brown Capital | BCSIX | 4.40 | $122.50 | $538.39 | 13.8% | 14.2% | 55.9 | 0.1% | 69% | 60 | 76 | 4.5% |
| Delaware Smid Cap Growth | DFDIX | 13.75 | $56.04 | $770.55 | 19.8% | 18.4% | 50.6 | 0.0% | 41% | 53 | 59 | 7.3% |
| PRIMECAP Odyssey Aggressive Growth | POAGX | 11.37 | $48.36 | $550.05 | 14.1% | 13.9% | 55.6 | 0.2% | 47% | 34 | 54 | 6.7% |
| T. Rowe Price New Horizons | PRNHX | 9.36 | $81.81 | $765.99 | 19.7% | 12.9% | 69.1 | 0.5% | 67% | 52 | 66 | 5.4% |
| Wasatch Ultra Growth | WAMCX | 17.15 | $39.88 | $683.82 | 17.6% | 19.0% | 81.2 | 0.0% | 44% | 36 | 42 | 6.8% |
| MIPAR | 8.7% |
|---|---|
| Sweet Spot | 13.7% - 18.7% |
Portfolio Averages
| PAR | 6.2% |
| Quality | 59.3 |
| Growth | 15.8% |
| P/E Ratio | 62.9 |
| Yield | 0.2% |
| Fin Strength | 53% |
| EPS Stability | 47 |