If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best small-cap funds to consider now, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods.
Shaded cells indicate the best-of-the-best funds based on 10-year performance. Of 335 small-cap stock funds at least 10 years old, 4 of them, or 1%, won awards.
All returns are as of Dec. 31, 2021.
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View All Award-Winning Funds In Each Category
Best Small-Cap Stock Funds
| Mutual Fund | Symbol | 1-year total return | 3-year average annual return | 5-year average annual return | 10-year average annual return | Morningstar Category | Closed to New Inv |
|---|---|---|---|---|---|---|---|
| Benchmark: S&P 500 | 28.71% | 26.07% | 18.47% | 16.55% | |||
| Oberweis Micro-Cap | OBMCX | 53.38 | 34.44 | 22.20 | 19.56 | Small Growth | No |
| Needham Aggressive Growth Retail | NEAGX | 37.54 | 44.18 | 22.37 | 17.95 | Small Growth | No |
| Congress Small Cap Growth Institutional | CSMCX | 39.39 | 34.36 | 24.89 | 17.02 | Small Growth | No |
| Oberweis Small-Cap Opportunities | OBSOX | 43.57 | 33.49 | 22.61 | 16.91 | Small Growth | No |
Sources: IBD, Morningstar Direct
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