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U.S. Small-Cap Growth Equity

U.S. small-cap growth equity funds and ETFs primarily invest in companies that... U.S. small-cap growth equity funds and ETFs primarily invest in companies that are at the lower end of the range for U.S. equities. Small-cap equities tend to have market capitalizations of less than $1 billion, and comprise approximately 10% of listed U.S. equities. These portfolios tend to favor companies in up-and-coming industries, or young firms in their early growth stages. Because these businesses are fast-growing and often richly valued, their stocks tend to be volatile. Growth is defined based on rapid corporate growth (high growth rates for earnings, sales, book value, and cash flow) and high equity valuations (high price ratios and low dividend yields). U.S. small-cap growth equity funds and ETFs can be good investments if their holdings manage to meet or exceed forecasted revenue and earnings growth. On the other hand, funds and ETFs with holdings that fail to meet estimated future revenue or earnings targets may significantly decline in value. U.S. small-cap growth equity funds and ETFs can have varied sector exposures, having significant positions in information technology, consumer discretionary/consumer staples, materials, and pharmaceuticals companies, among others. U.S. small-cap growth equity funds and ETFs are purchased by investors primarily for their capital gains potential. While some do offer dividend payouts, these yields tend to be low. They are usually appropriate for more aggressive investors willing to take on more risk in search of higher returns. Last Updated: 02/28/2024 View more View less

U.S. small-cap growth equity funds and ETFs primarily invest in companies that are at the lower end of the range for U.S. equities. Small-cap equities tend to have market capitalizations of... U.S. small-cap growth equity funds and ETFs primarily invest in companies that are at the lower end of the range for U.S. equities. Small-cap equities tend to have market capitalizations of less than $1 billion, and comprise approximately 10% of listed U.S. equities. These portfolios tend to favor companies in up-and-coming industries, or young firms in their early growth stages. Because these businesses are fast-growing and often richly valued, their stocks tend to be volatile. Growth is defined based on rapid corporate growth (high growth rates for earnings, sales, book value, and cash flow) and high equity valuations (high price ratios and low dividend yields). U.S. small-cap growth equity funds and ETFs can be good investments if their holdings manage to meet or exceed forecasted revenue and earnings growth. On the other hand, funds and ETFs with holdings that fail to meet estimated future revenue or earnings targets may significantly decline in value. U.S. small-cap growth equity funds and ETFs can have varied sector exposures, having significant positions in information technology, consumer discretionary/consumer staples, materials, and pharmaceuticals companies, among others. U.S. small-cap growth equity funds and ETFs are purchased by investors primarily for their capital gains potential. While some do offer dividend payouts, these yields tend to be low. They are usually appropriate for more aggressive investors willing to take on more risk in search of higher returns. Last Updated: 02/28/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/26/24

$79.92

+0.39%

$31.40 B

2.09%

$1.66

17.76%

-0.63%

8.84%

8.41%

0.03%

$248.02

+0.15%

$28.47 B

1.00%

$2.47

14.73%

-3.62%

7.29%

7.71%

0.07%

$260.41

+1.07%

$9.42 B

0.90%

$2.33

12.68%

-5.04%

6.09%

7.09%

0.24%

$126.59

+0.36%

$4.86 B

0.89%

$1.13

11.08%

0.92%

7.57%

8.85%

0.18%

$84.62

+0.30%

$2.46 B

1.28%

$1.09

11.11%

1.07%

7.69%

8.94%

0.15%

$17.35

+0.23%

$1.21 B

1.29%

$0.22

17.29%

-0.02%

9.23%

8.44%

0.20%

$65.22

+0.46%

$1.13 B

0.00%

$0.00

24.25%

1.12%

13.17%

10.56%

1.25%

$187.62

+0.18%

$920.36 M

1.02%

$1.92

12.21%

-5.23%

6.06%

7.08%

0.15%

$26.40

+0.34%

$814.21 M

0.91%

$0.24

15.03%

6.02%

10.92%

9.24%

0.37%

$12.26

+1.07%

$762.19 M

0.00%

-

12.37%

-4.60%

6.71%

-

1.26%

$19.44

+1.04%

$762.19 M

0.29%

$0.06

12.99%

-4.09%

7.30%

-

0.56%

$69.17

+0.45%

$728.14 M

0.00%

$0.00

24.54%

1.37%

13.46%

10.84%

0.96%

$52.57

+0.44%

$728.14 M

0.00%

-

23.32%

0.36%

12.32%

9.73%

1.96%

$70.09

+0.46%

$728.14 M

0.00%

$0.00

24.74%

1.52%

13.62%

-

0.83%

$88.11

+0.62%

$675.28 M

3.79%

$3.34

17.36%

1.67%

12.23%

8.53%

0.60%

$108.23

+0.26%

$545.48 M

1.50%

$1.63

10.91%

0.79%

7.57%

8.87%

0.15%

Wanger Acorn

WUSAX | Fund | Other

$13.94

+0.14%

$492.43 M

0.00%

$0.00

15.97%

-18.04%

-4.46%

2.63%

0.96%

$24.89

+0.08%

$464.76 M

0.43%

$0.11

11.75%

-5.21%

-

-

0.05%

Small Cap Growth Fund

VVSGX | Fund | Other

$15.59

+0.19%

$388.88 M

0.00%

-

12.10%

-8.84%

-1.26%

0.55%

0.94%

Small Cap Stock Trust

JESGX | Fund | Other

$6.07

+0.66%

$253.65 M

0.00%

-

13.88%

-7.16%

7.34%

5.41%

1.13%

$63.62

+0.32%

$234.24 M

0.98%

$0.62

7.82%

-3.05%

6.91%

8.08%

0.70%

LKCM Small Cap Equity Fund

LKSCX | Fund | Other

$20.32

+0.35%

$209.68 M

0.00%

$0.00

15.79%

0.67%

9.68%

7.54%

1.08%

Driehaus Micro Cap Growth Fund

DMCRX | Fund | Other

$11.91

+0.08%

$199.46 M

0.82%

$0.10

12.94%

-5.64%

15.41%

13.67%

1.42%

Osterweis Emerging Opportunity Fund

OSTGX | Fund | Investor

$14.91

+0.13%

$193.85 M

0.00%

-

18.71%

-5.11%

11.86%

-

1.25%

$58.13

+0.59%

$159.98 M

0.59%

$0.35

19.65%

4.89%

10.47%

9.92%

0.42%

$58.55

+1.11%

$141.40 M

0.00%

-

14.16%

-3.99%

6.99%

-

0.30%

$11.52

-0.35%

$138.94 M

0.00%

-

-

-

-

-

1.70%

$30.08

+0.37%

$120.95 M

0.10%

$0.03

3.67%

2.61%

7.18%

7.83%

1.11%

Sit Small Cap Growth Fund

SSMGX | Fund | Other

$63.28

-0.22%

$100.47 M

0.00%

-

12.69%

0.15%

9.51%

6.76%

1.50%

WesMark Small Company Fund

WMKSX | Fund | Other

$13.38

+0.60%

$100.13 M

0.00%

-

12.00%

2.34%

10.59%

7.68%

1.25%

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