SMALL CAP GROWTH
BEST OVERALL SMALL CAP GROWTH FUND
Nicholas Limited Edition N (NNLEX)
WE DON'T LIKE: We wanted a lowish fee, low minimum, SMALL fund to replace previous favorite Janus Triton that isn't throwing the dice but isn't a closet index either. We also didn't want a fund loaded with mining stocks, like many Royce funds. Big fish can consider the lower fee, 100k min Nicholas Limited Edition I (NCLEX).
A FAVORITE BECAUSE: Not the best fund for a big turnaround in small cap growth stocks (which we are not expecting). Not as techy as some smaller cap growth funds
| Named Favorite: | 09/11 |
| Return While Favorite: | 65.51% |
| VS. S&P While Favorite: | -22.33% |
| MAXrating: | 57 |
| Outlook: | -6% |
| Expense Ratio: | 1.19% |
SMALL CAP GROWTH SPECIAL CRITERIA WINNERS
BEST OPEN-END SMALL CAP GROWTH FUND
Nicholas Limited Edition N (NNLEX)
| Named Favorite: | 09/11 |
| Return While Favorite: | 65.51% |
| VS. S&P While Favorite: | -22.33% |
| MAXrating: | 57 |
| Outlook: | -6% |
| Expense Ratio: | 1.19% |
BEST SMALL CAP GROWTH ETF
Vanguard Small Cap Growth ETF (VBK)
| Named Favorite: | 11/09 |
| Return While Favorite: | 42.15% |
| VS. S&P While Favorite: | 23.60% |
| MAXrating: | NA |
| Outlook: | NA |
| Expense Ratio: | NA |
BEST LOW MINIMUM SMALL CAP GROWTH FUND
Nicholas Limited Edition N (NNLEX)
| Named Favorite: | 09/11 |
| Return While Favorite: | 65.51% |
| VS. S&P While Favorite: | -22.33% |
| MAXrating: | 57 |
| Outlook: | -6% |
| Expense Ratio: | 1.19% |
BEST NTF SMALL CAP GROWTH FUND
Nicholas Limited Edition N (NNLEX)
| Named Favorite: | 09/11 |
| Return While Favorite: | 65.51% |
| VS. S&P While Favorite: | -22.33% |
| MAXrating: | 57 |
| Outlook: | -6% |
| Expense Ratio: | 1.19% |
SMALL CAP GROWTH PREVIOUS FAVORITES
| Fund Name/Ticker: | Added | Removed | Return | Vs. S&P | ||
|---|---|---|---|---|---|---|
| UMB Scout Small Cap Fund (UMBHX) | 11/09 | 09/11 | 39.86% | 18.26% | ||
| Janus Fd Inc-Triton Fund (JATTX) | 05/07 | 09/11 | 39.90% | 47.78% | ||
| Meridian Growth Fund (MERDX) | 09/01 | 11/09 | 71.59% | 58.19% | ||
| Schroder US Opportunities Inv (SCUIX) | 09/01 | 11/09 | 88.65% | 75.25% | ||
| Fidelity Small Cap Growth Fund (FCPGX) | 05/05 | 11/09 | 6.97% | 13.54% | ||
| Neuberger Berman Fasciano Inv (NBFSX) | 08/02 | 05/07 | 68.23% | -11.28% | ||
| J Hancock Small Cap Fund A (DSISX) | 08/02 | 02/05 | 49.04% | 12.14% | ||
| Buffalo Small Cap Fund (BUFSX) | 09/01 | 12/03 | 44.93% | 34.23% | ||
| KAYNE ANDRSN RDNICK SM-MD (KASMX) | 09/01 | 12/03 | 16.48% | 5.52% | ||
| Wasatch Small Cap Growth (WAAEX) | 09/01 | 08/02 | -1.32% | 9.50% |
SMALL CAP GROWTH TRANSACTIONS
10/11 - Removed Janus Fd Inc-Triton Fund (JATTX). Reason for removal: Fund became too fat (asset bloat).
10/11 - Added Nicholas Limited Edition N (NNLEX). Added as Best Open-End and Best Overall Small Cap Growth fund.
11/09 - Removed Meridian Growth Fund (MERDX). Reason for removal: Better option in special criteria sub-category.
11/09 - Added UMB Scout Small Cap Fund (UMBHX). Added as Best Small Cap Growth Low Minimum Fund.
11/09 - Removed Schroder US Opportunities Inv (SCUIX). Reason for removal: Better option in special criteria sub-category.
11/09 - Added Vanguard Small Cap Growth ETF (VBK). Added as Best Small Cap Growth Exchange Trade Fund.
11/09 - Removed Fidelity Small Cap Growth Fund (FCPGX). Reason for removal: Better option in special criteria sub-category.
05/07 - Added UMB Scout Small Cap Fund (UMBHX). Named a favorite Small Cap Growth fund.
05/07 - Removed Neuberger Berman Fasciano Inv (NBFSX). Reason for removal: Erratic or inconsistent performance.
02/05 - Removed J Hancock Small Cap Fund A (DSISX). Reason for removal: No load fund converted to load fund class structure.
12/03 - Removed Buffalo Small Cap Fund (BUFSX). Reason for removal: Fund became too fat (asset bloat).
12/03 - Removed KAYNE ANDRSN RDNICK SM-MD (KASMX). Reason for removal: No load fund converted to load fund class structure.
08/02 - Removed Wasatch Small Cap Growth (WAAEX). Reason for removal: Closed to new investors.
