Public Dashboard: Best Small Company Funds
Our favorite small company funds. Values are result of $100 invested on 12/31/2007.
| 12/16/2018 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $3,731.44 | 11.4% | 36.8 | 0.6% | 58% | 50 | 59.6 | 11.0% | ||||
| Brown Capital | BCSIX | 3.57 | $87.78 | $313.73 | 8.4% | 14.0% | 41.4 | 0.2% | 68% | 55 | 75 | 11.9% |
| Buffalo Small Cap | BUFSX | 11.67 | $14.85 | $173.28 | 4.6% | 15.6% | 53.4 | 0.4% | 54% | 35 | 44 | 14.8% |
| Conestoga Small Cap | CCASX | 5.64 | $50.55 | $285.25 | 7.6% | 12.1% | 31.3 | 0.4% | 61% | 57 | 67 | 9.9% |
| Champlain Small Company | CIPSX | 12.21 | $20.21 | $246.76 | 6.6% | 9.0% | 30.8 | 0.7% | 61% | 53 | 59 | 8.5% |
| First Trust Small Cap Core | FYX | 3.96 | $56.98 | $225.64 | 6.0% | 10.0% | 93.6 | 0.6% | 28% | 27 | 34 | 11.3% |
| RS Small Cap Equity A | GPSCX | 14.64 | $18.18 | $266.17 | 7.1% | 17.0% | 36.7 | 0.4% | 51% | 38 | 51 | 15.2% |
| Goldman Sachs Small Cap Growth Insights | GSAOX | 6.64 | $31.16 | $206.78 | 5.5% | 8.6% | 26.9 | 0.5% | 56% | 58 | 59 | 8.6% |
| Pennsylvania Mutual | PENNX | 16.50 | $8.11 | $133.83 | 3.6% | 7.5% | 23.0 | 1.1% | 60% | 64 | 66 | 8.2% |
| PRIMECAP Odyssey Aggressive Growth | POAGX | 9.18 | $43.47 | $399.19 | 10.7% | 11.5% | 43.5 | 0.4% | 44% | 28 | 44 | 12.6% |
| T. Rowe Price Div Small Cap Growth | PRDSX | 8.43 | $32.88 | $277.01 | 7.4% | 9.9% | 37.9 | 0.8% | 65% | 57 | 69 | 8.6% |
| T. Rowe Price New Horizons | PRNHX | 6.05 | $57.65 | $348.96 | 9.4% | 11.3% | 32.1 | 0.7% | 66% | 53 | 67 | 10.2% |
| Stratton Small-Cap Value | STSCX | 2.57 | $72.60 | $186.36 | 5.0% | 6.7% | 18.0 | 1.0% | 55% | 64 | 64 | 9.9% |
| Vanguard Total Stock Market | VTSMX | 3.40 | $65.93 | $224.36 | 6.0% | 8.4% | 21.1 | 1.8% | 95% | 73 | 89 | 11.3% |
| Wasatch Small Cap Growth | WAAEX | 4.61 | $47.83 | $220.50 | 5.9% | 12.6% | 31.4 | 0.5% | 66% | 66 | 70 | 10.4% |
| Wasatch Micro Cap Value | WAMVX | 69.44 | $3.22 | $223.61 | 6.0% | 13.0% | 22.5 | 0.5% | 37% | 38 | 33 | 12.4% |
| MIPAR | 10.8% |
|---|---|
| Sweet Spot | 15.8% - 20.8% |
Portfolio Averages
| PAR | 11.0% |
| Quality | 59.6 |
| Growth | 11.4% |
| P/E Ratio | 36.8 |
| Yield | 0.6% |
| Fin Strength | 58% |
| EPS Stability | 50 |