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Short term: Funds with the best performance in their category for the last 3 months * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| BIRMX | Birmiwal Oasis | 23.47 | 85.88 | 129.00 | -3.07 | 11.72 | | WSLCX | Wilmington Small Cap Core A | 21.70 | 22.45 | -6.11 | -4.64 | NA | | ADINX | Alpine Dynamic Innovators | 13.02 | 44.72 | 68.01 | -4.29 | NA | | RSEGX | RS Small Cap Growth A | 10.42 | 38.10 | 59.62 | -4.88 | -0.07 | | RSEKX | RS Small Cap Growth K | 10.19 | 37.18 | 58.27 | -5.58 | NA | | REGWX | RS Small Cap Growth C | 9.97 | 36.48 | 56.82 | NA | NA | | RSDGX | RS Select Growth A | 9.68 | 40.52 | 58.13 | -3.64 | -0.59 | | JNOAX | Jennison Small Cap Opportunity A | 9.60 | 13.60 | -22.08 | NA | NA | | RIVSX | River Oak Discovery | 9.40 | 53.02 | 76.47 | -0.78 | NA | | RSDKX | RS Select Growth K | 9.10 | 38.86 | 55.73 | -4.68 | NA |
Long term: Funds with the best performance in their category for the last 3 years * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| TGSCX | TCW Small Cap Growth I | 4.97 | 53.88 | 76.90 | 2.91 | 8.02 | | TGSNX | TCW Small Cap Growth N | 4.86 | 53.34 | 76.15 | 2.51 | 7.64 | | FSCDX | Fidelity Advisor Small Cap A | 6.70 | 24.77 | 32.44 | 1.23 | 4.84 | | FSCTX | Fidelity Advisor Small Cap T | 6.59 | 24.39 | 32.04 | 1.00 | 4.64 | | JATTX | Janus Triton J | 6.02 | 43.06 | 66.89 | 0.80 | NA | | CIPSX | Champlain Small Company Adv | 3.84 | 20.06 | 35.53 | 0.61 | NA | | FSCEX | Fidelity Advisor Small Cap C | 6.46 | 23.87 | 31.41 | 0.47 | 4.06 | | FSCBX | Fidelity Advisor Small Cap B | 6.46 | 23.91 | 31.44 | 0.45 | 4.05 | | RYOHX | Royce 100 Svc | 4.25 | 32.81 | 53.12 | 0.44 | 6.67 | | VSAGX | VALIC Company I Small Cap Agrsv Gr | 6.51 | 44.74 | 69.03 | -0.55 | NA |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
