What are the best small cap funds?
Well, the answer depends on your criteria for "best". Is it the one-year return? Five-year return? Volatility? Fees? Management Quality? How much it beat a specific index?
There are dozens of ways to rank top performing small cap funds. In addition, you can break small cap mutual funds into categories like best small cap growth funds, best
small cap index funds, best small cap value funds, or best small cap international funds.
So we've chosen here to simply list the best performing small cap funds by return over five years, regardless of what the small cap mutual fund invests in. Then, we've included links to several great search tools that will allow you to answer this question yourself, no matter how you choose to rank greatness.
Best 5 Year Returns - Top 10 Small Cap Mutual Funds
Based on five year returns, these are the best small cap fund returns as ranked by Yahoo! Finance on December 21, 2009:
1. Birmiwal Oasis (BIRMX)
10.80%
2. TCW Small Cap Growth I (TGSCX)
7.72%
3. Royce Select I Invmt (RYSFX)
7.36%
4. TCW Small Cap Growth N (TGSNX)
7.34%
5. Brown Capital Mgmt Small Co Instl (BCSIX)
7.21%
6. Natixis Vaughan Nelson Small Cap Value Y (NEJYX)
6.54%
7. Wasatch Micro Cap Value (WAMVX)
6.34%
8. Natixis Vaughan Nelson Small Cap Value A (NEFJX)
6.33%
9. Royce 100 Invmt (ROHHX)
6.32%
10. Royce 100 Svc (RYOHX)
6.29%