32
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
12-31-13
Total Return %
Category Rank
12-
Mo
Yld
%
Stand-
ard
Devia-
tion
(R²)
Risk
Relative
to
Category
vs.Category
5
Best
A N N U A L I Z E D
1
Best, 100
Worst
YTD 1 Yr
3 Yr
5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr
Historical Performance
Historical Risk
Morningstar 500
Domestic Equity
Small Growth (cont’d)
— 40.8 40.8 15.4 21.4 8.1 — — — — — — 17.2 (84)
—
Buffalo Small Cap BUFSX
´ QQQQ
44.2 44.2 18.1 21.5 10.8 32 32 22 59 11 0.0 17.49 (84)
Avg
Century Small Cap Select Inv CSMVX
„ ]QQQ
35.6 35.6 15.5 21.2 7.5 78 78 59 63 85 0.0 16.52 (83)
Avg
Champlain Small Company Adv CIPSX
„ QQQ
36.2 36.2 16.1 19.2 — 75 75 49 87 — 0.0 13.32 (82)
Low
Columbia Acorn USA Z AUSAX
´ QQQ
32.7 32.7 14.5 21.2 9.3 90 90 73 63 47 0.0 17.06 (84)
Avg
Conestoga Small Cap CCASX
„ [QQQQ
49.3 49.3 20.1 22.6 11.3
9 9 6 43 7 0.0 15.75 (73)
-Avg
Janus Triton T JATTX
ˇ QQQQQ
36.3 36.3 17.7 26.3 — 75 75 28 9 — 0.0 13.91 (85)
Low
Janus Venture T JAVTX
ˇ QQQQQ
41.7 41.7 19.2 27.1 10.7 46 46 13 6 13 0.0 14.30 (83)
Low
Kalmar Growth-with-Value Sm Cp Inv KGSCX
´ QQQQ
43.1 43.1 17.8 24.1 9.6 37 37 26 26 39 0.0 15.90 (78)
-Avg
Litman Gregory Masters Smlr Coms Instl MSSFX —
QQQQ
36.9 36.9 17.7 24.6 8.9 73 73 28 20 61 0.0 16.40 (84)
Avg
LKCM Small Cap Equity Instl LKSCX
„ QQQ
35.1 35.1 15.7 22.2 10.2 80 80 56 48 22 0.0 16.42 (80)
Avg
Loomis Sayles Small Cap Growth Retail LCGRX
—
]QQQQQ
47.3 47.3 18.6 23.5 11.4 15 15 18 32 7 0.0 15.68 (81)
-Avg
Royce Low Priced Stock Svc RYLPX
„ Q
12.9 12.9 0.3 15.3
7.1 99 99 99 98 90 0.0 18.97 (76)
+Avg
Royce Pennsylvania Mutual Invmt PENNX
„ QQQ
35.3 35.3 14.1 20.2 10.1 79 79 78 77 26 0.0 16.38 (87)
Avg
Royce Value Plus Svc RYVPX
—
QQ
32.5 32.5 11.2 18.4 9.4 90 90 93 93 44 0.0 17.97 (85)
Avg
T. Rowe Price Diversified Sm Cap Growth PRDSX
´ QQQQ
44.2 44.2 19.2 25.6 10.6 31 31 13 14 15 0.0 17.00 (89)
Avg
T. Rowe Price New Horizons PRNHX
´ QQQQQ
49.1 49.1
22.7 29.1 12.7
10 10 1 1 2 0.0 14.59 (85)
-Avg
T. Rowe Price Small-Cap Stock OTCFX
„ QQQQQ
37.7 37.7 17.5 24.4 11.0 69 69 29 22 9 0.0 15.96 (89)
-Avg
Turner Small Cap Growth TSCEX
—
QQQ
40.9 40.9 14.6 21.6 9.1 50 50 71 58 55 0.0 18.43 (84)
+Avg
Vanguard Explorer Inv VEXPX
ˇ ]QQQQ
44.4 44.4 17.6 23.1 9.2 30 30 29 37 50 0.0 16.60 (89)
Avg
Vanguard Small Cap Growth Index Admiral VSGAX
„ WWWW
38.2 38.2
17.0 24.3 10.7
65 65
36 23 14
0.7 — (—)
Wasatch Core Growth WGROX
„ QQQQ
30.2 30.2 17.7 24.2 8.9 95 95 27 24 61 0.0 12.60 (80)
Low
Wasatch Small Cap Growth WAAEX
Π]QQQQ
31.2 31.2 15.3 24.1 9.2 94 94 62 25 51 0.0 13.33 (80)
Low
Wasatch Ultra Growth WAMCX
—
QQ
35.7 35.7 13.0 24.9
5.6
78 78 88 18 99 0.0 14.46 (78)
Low
William Blair Small Cap Growth N WBSNX
—
QQQ
52.8 52.8
16.1 25.2 8.9
6 6 49 16 60 0.0 17.70 (85)
+Avg
Small Blend
— 37.6 37.6 14.9 20.3 8.7 — — — — — — 17.1 (87)
—
Ariel Discovery Investor ARDFX
—
NR
33.0 33.0 — — — 85 85 — — — 0.0 — (—)
Artisan Small Cap Value Investor ARTVX
Π[QQ
27.5 27.5 9.4 16.7 9.5 94 94 94 94 35 0.2 15.98 (82)
-Avg
ASTON/River Road Select Value N ARSMX
´ QQ
27.7 27.7 13.8 16.5 — 94 94 76 94 — 0.2 12.99 (83)
Low
ASTON/River Road Small Cap Value N ARSVX
´ QQ
30.7 30.7 13.2
15.9
— 91 91 80 96 — 0.2 13.48 (81)
Low
Berwyn BERWX
„ QQQQ
35.6 35.6 18.5 21.6 10.6 68 68 10 27 17 0.0 18.88 (83)
High
Bogle Small Cap Growth Inv BOGLX
„ QQQQ
46.8 46.8
20.7
27.0 9.2
6 6 2 3 40 0.1 19.08 (88)
High
Bridgeway Ultra-Small Company Market BRSIX
´ QQQ
50.9 50.9
18.6 21.3
7.7
2 2 10 32 81 1.0 17.86 (86)
+Avg
Broadview Opportunity BVAOX
„ QQQQ
43.5 43.5 16.3 23.3 10.0 12 12 34 13 26 0.0 17.68 (86)
+Avg
DFA US Micro Cap I DFSCX
ΠQQQQ
45.1 45.1 18.4 22.8 9.3
9 9 11 16 39 0.5 17.02 (86)
Avg
DFA US Small Cap I DFSTX
ΠQQQQ
42.2 42.2 17.7 23.8 10.2 17 17 18 10 23 0.7 16.69 (89)
Avg
Dreyfus Opportunistic Small Cap DSCVX
—
QQQQ
47.8 47.8 15.2 27.2 11.7
5 5 53 2 7 0.0 22.35 (84)
High
Fidelity Small Cap Discovery FSCRX
ΠQQQQQ
38.2 38.2 19.8
28.0 12.8
40 40 6 1 2 0.1 16.45 (86)
Avg
Fidelity Small Cap Stock FSLCX
´ [Q
29.8 29.8 7.4 19.9 7.8 93 93 96 52 79 0.3 19.20 (89)
+Avg
Fidelity Stock Selector Sm Cp FDSCX
ˇ QQ
36.8 36.8 14.3 21.4 8.2 58 58 68 29 71 0.1 16.58 (91)
Avg
E
Perritt MicroCap Opportunities Investor PRCGX
´ QQQ
46.3 46.3 14.1 23.5 9.2
7 7 71 12 43 0.0 18.26 (80)
High
Royce Micro-Cap Invmt RYOTX
—
[QQ
21.3 21.3 4.8
18.5 8.8 97 97 98 77 54 0.1 18.28 (76)
+Avg
Royce Special Equity Invmt RYSEX
Π[QQQ
29.4 29.4 14.3 18.1 9.5 93 93 68 83 35 0.1 13.45 (80)
Low
Royce Total Return Invmt RYTRX
´ QQQ
32.8 32.8 14.3 18.4 9.1 86 86 68 78 44 0.8 13.42 (91)
Low
Stratton Small Cap Value STSCX
´ QQQ
39.2 39.2 17.2 18.4 10.4 32 32 24 78 19 0.0 14.95 (90)
-Avg
T. Rowe Price Small-Cap Value PRSVX
´ [QQQ
32.7 32.7 15.8 19.8 10.8 86 86 41 53 14 0.3 15.34 (87)
-Avg
Vanguard Explorer Value Inv VEVFX
—
QQQQ
38.2 38.2 17.0 — — 42 42 26 — — 0.5 15.37 (92)
-Avg
Vanguard Small Cap Index Adm VSMAX
ΠQQQQ
37.8 37.8 16.6 22.6 10.3 45 45 29 18 21 1.3 16.27 (92)
Avg
Russell MidCap Value Index
33.5 33.5 16.0 21.2 10.3
Russell 2000 Growth Index
43.3 43.3 16.8 22.6 9.4
Legend
E
New this month
][
Increase/decrease in rating
NR
No Morningstar Rating; fund
less than three years old.
Red
Lowest return in group
Green
Highest return in group
Italic
Extended performance
