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32
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
05-29-15
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)
— 6.0 14.2 18.8 15.8 9.2 — — — — — — 12.91 (52)
—
Century Small Cap Select Inv CSMVX
—
11.4
15.4 16.6 15.9 7.4
3 40 81 47 87 0.0 13.5 (54)
Avg
Champlain Small Company Adv CIPSX
„ QQQQ
1.3 10.1 15.2 15.1 10.4 95 81 89 64 18 0.0 11.54 (53)
-Avg
Columbia Acorn USA Z AUSAX
Ø ]QQQ
6.9 13.0 17.6 14.8 8.2 38 63 70 69 78 0.0 12.62 (55)
Avg
Conestoga Small Cap Investors CCASX
„ QQQ
4.9 10.8 15.5 15.7 9.2 67 78 86 54 52 0.0 14.69 (43)
+Avg
Janus Triton T JATTX
ˇ QQQQQ
7.4 19.5 20.8 19.4
14.0
28 13 23 8 1 0.0 10.28 (59)
Low
Janus Venture T JAVTX
ˇ QQQQ
5.7
20.7
21.4 19.3 11.4 56 8 18 9 6 0.0 11.68 (57)
-Avg
Kalmar Growth-with-Value Sm Cp Inv KGSCX
—
QQQ
3.3 5.2 13.6 14.8 8.2 82 96 95 70 78 0.0 13.78 (51)
+Avg
LKCM Small Cap Equity Instl LKSCX
4.7 7.4 13.7 14.1 8.3 70 93 94 79 76 0.0 13.03 (54)
Avg
Loomis Sayles Small Cap Growth Retail LCGRX
„ QQQQ
5.8 16.6 18.8 17.7 11.3 52 30 50 22 6 0.0 13.86 (44)
+Avg
Meridian Growth Legacy MERDX
´ QQQQ
2.9 16.4 15.2 15.4 10.2 85 32 88 58 23 0.0 10.52 (61)
Low
Meridian Small Cap Growth Investor MISGX
—
NR
4.3 19.4 — — — 74 13 — — — 0.0 — (—)
Royce Pennsylvania Mutual Invmt PENNX
—
0.4 1.7
14.9 11.9 8.2 97 96 90 94 78 0.3 12.01 (66)
-Avg
Royce Smaller-Companies Growth Svc RYVPX
—
6.2 11.8 17.6 12.0 8.6 46 71 69 93 68 0.0 13.25 (60)
Avg
T. Rowe Price Diversified Sm Cap Growth PRDSX
„ QQQQQ
8.7 18.7
22.6
19.8 11.2 16 18 7 5 7 0.0 11.34 (60)
-Avg
T. Rowe Price New Horizons PRNHX
´ QQQQQ
7.5 18.0 22.0
21.6
12.3 25 21 11 1 3 0.0 11.96 (49)
-Avg
T. Rowe Price Small-Cap Stock OTCFX
„ QQQQ
2.2 10.7 18.4 16.9 10.4 92 79 55 31 16 0.1 11.39 (60)
-Avg
Vanguard Explorer Inv VEXPX
ˇ QQQQ
6.2 12.9 20.5 16.9 9.1 46 63 27 32 55 0.1 11.81 (66)
-Avg
Vanguard Small Cap Growth Index Admiral VSGAX
„ QQQQ
6.9 12.9 20.0
17.1 10.5
38 63 35
29 14
0.9 11.42 (59)
-Avg
Wasatch Core Growth WGROX
„ [QQQ
6.6 16.1 18.8 17.1 8.3 41 34 51 29 76 0.0 11.07 (62)
Low
Wasatch Small Cap Growth WAAEX
Œ QQQ
5.2 13.9 15.2 16.2 8.6 64 53 88 42 69 0.0 10.91 (46)
Low
Wasatch Ultra Growth WAMCX
—
]QQQ
7.0 16.3 17.7 16.0
7.1
34 32 68 44 90 0.0 14.28 (39)
+Avg
William Blair Small Cap Growth N WBSNX
—
3.1 8.8 21.8 12.5 8.0 83 87 13 92 80 0.0 12.76 (57)
Avg
Small Blend
— 3.1 7.5 18.0 14.2 8.2 — — — — — — 12.04 (63)
—
AMG Managers Skyline Special Equities SKSEX
´ QQQQ
2.8 9.4 23.7 17.6 10.0 58 48 1 4 10 0.0 13.47 (64)
High
ASTON/River Road Select Value N ARSMX
—
4.8 5.7 14.2 12.2 — 21 71 91 84 — 0.0 11.12 (68)
-Avg
ASTON/River Road Small Cap Value N ARSVX
—
3.9 4.5 14.6 11.1 — 34 77 89 92 — 0.0 11.0 (65)
Low
Berwyn BERWX
1.3 1.4 15.4 12.9 8.1 80 89 84 76 59 0.0 12.95 (60)
+Avg
Bogle Small Cap Growth Inv BOGLX
—
QQQQ
5.7 6.3
24.0 18.5
9.1 12 67 1 2 26 0.0 12.97 (67)
+Avg
Bridgeway Ultra-Small Company Market BRSIX
—
QQQ
0.9 7.3 21.7 15.6 7.2 84 62 10 29 76 0.8 13.16 (58)
High
Broadview Opportunity BVAOX
„ QQQQ
3.2 7.6 19.2 15.1 10.5 50 61 37 39 6 0.0 11.97 (67)
Avg
DFA US Micro Cap I DFSCX
Œ QQQQ
2.5 8.5 20.7 16.1 8.8 64 57 20 21 34 0.7 13.17 (62)
High
DFA US Small Cap I DFSTX
Œ QQQQ
3.3 9.7 20.5 16.3 9.7 48 45 22 19 14 0.9 12.54 (67)
+Avg
Dreyfus Opportunistic Small Cap DSCVX
—
QQQQ
6.3 11.4 22.1 15.0 12.2 11 23 7 42 1 0.0 14.77 (57)
High
Fidelity Small Cap Discovery FSCRX
Œ QQQQQ
2.0 8.9 21.0 17.6
12.5
73 54 17 4 1 0.2 11.9 (64)
Avg
Fidelity Small Cap Stock FSLCX
7.8 15.5
17.9 11.3 8.3
4 2 58 91 51 0.5 10.84 (69)
Low
Fidelity Stock Selector Small Cap FDSCX
ˇ QQQ
6.8 12.7 18.1 15.5 8.0
7 11 56 31 61 0.3 11.68 (62)
-Avg
Litman Gregory Masters Smlr Coms Instl MSSFX —
5.4 0.3 16.3 14.1 7.1 13 92 76 59 79 0.0 12.25 (55)
Avg
Mairs & Power Small Cap MSCFX
„ [QQQQ
1.3 7.5 20.1 — — 81 61 25 — — 0.3 11.65 (62)
-Avg
Perritt MicroCap Opportunities Investor PRCGX
—
-0.3 2.5 18.2 12.0 7.8 92 86 54 85 65 0.0 12.35 (51)
Avg
Royce Low Priced Stock Svc RYLPX
ˇ Q
3.5 -2.4
6.8 5.6 6.5
44 94 98 98 88 0.0 12.49 (51)
Avg
Royce Micro-Cap Invmt RYOTX
—
-2.1 -2.7
7.7 6.5 7.3 97 94 97 97 74 0.0 12.58 (49)
Avg
Royce Special Equity Invmt RYSEX
Œ QQQ
0.3 4.6 13.5 11.9 8.8 88 76 93 87 34 0.5 11.92 (59)
Avg
Royce Total Return Invmt RYTRX
—
QQQ
1.4 3.5 15.6 12.7 7.8 79 80 82 78 66 1.9 10.46 (73)
Low
Stratton Small Cap Value STSCX
—
QQQQ
2.3 1.5 18.5 14.9 8.3 68 88 50 45 50 0.0 10.99 (66)
-Avg
T. Rowe Price Small-Cap Value PRSVX
´ QQQ
-0.4 1.1 14.6 12.8 8.6 92 90 90 76 38 0.7 11.33 (63)
-Avg
Vanguard Explorer Value Inv VEVFX
—
QQQQ
4.0 6.8 19.9 16.3 — 32 64 27 17 — 0.8 11.13 (71)
-Avg
Vanguard Small Cap Index Adm VSMAX
Œ QQQQ
5.1 11.5 20.8 16.5 10.0 16 22 19 14 11 1.4 11.06 (71)
-Avg
Russell 2000 Growth Index
7.3 17.8 21.7 17.4 10.1
Russell 2000 Index
3.9 11.3 19.5 15.0 8.7
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