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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%


MIPAR 12.3%  
Sweet Spot 17.3% - 22.3%  
Portfolio Averages
PAR 9.7%
Quality 64.1
Growth 12.5%
P/E Ratio 32.6
Yield 0.7%
Fin Strength 63%
EPS Stability 53

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.