Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Small Growthor search across All Categories

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 149 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▲1yr ReturnTotal Assets6M Money Flow
Small Growth
Expense Ratio
0.65%
TTM Yield
4.0%
3yr Sharpe
-1.08
YTD Return
-28.5%
3yr Return
-77.1%
1yr Return
-34.4%
Total Assets
$193M
6M Money Flow
-$30M
Small Growth
Expense Ratio
1.45%
TTM Yield
0.0%
3yr Sharpe
-0.43
YTD Return
-28.3%
3yr Return
-35.7%
1yr Return
-18.3%
Total Assets
$22M
6M Money Flow
-$3M
Small Growth
Expense Ratio
1.41%
TTM Yield
0.0%
3yr Sharpe
-0.65
YTD Return
-26.3%
3yr Return
-34.7%
1yr Return
-22.7%
Total Assets
$62M
6M Money Flow
-$10M
Small Growth
Expense Ratio
3.12%
TTM Yield
0.0%
3yr Sharpe
-0.37
YTD Return
-15.9%
3yr Return
-31.8%
1yr Return
-5.3%
Total Assets
$6M
6M Money Flow
-$162K
Small Growth
Expense Ratio
1.34%
TTM Yield
0.0%
3yr Sharpe
-0.57
YTD Return
-26.2%
3yr Return
-31.8%
1yr Return
-21.6%
Total Assets
$168M
6M Money Flow
-$30M
Small Growth
Expense Ratio
1.00%
TTM Yield
0.5%
3yr Sharpe
-0.58
YTD Return
-24.3%
3yr Return
-31.4%
1yr Return
-21.2%
Total Assets
$112M
6M Money Flow
-$6M
Small Growth
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.45
YTD Return
-23.3%
3yr Return
-30.6%
1yr Return
-18.9%
Total Assets
$648M
6M Money Flow
-$114M
Small Growth
Expense Ratio
0.88%
TTM Yield
0.0%
3yr Sharpe
-0.54
YTD Return
-24.8%
3yr Return
-29.6%
1yr Return
-18.3%
Total Assets
$818M
6M Money Flow
-$245M
Small Growth
Expense Ratio
1.11%
TTM Yield
0.0%
3yr Sharpe
-0.49
YTD Return
-24.1%
3yr Return
-28.2%
1yr Return
-12.7%
Total Assets
$749M
6M Money Flow
-$718M
Small Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
-0.51
YTD Return
-21.9%
3yr Return
-28.0%
1yr Return
-11.0%
Total Assets
$329M
6M Money Flow
-$87M
Small Growth
Expense Ratio
1.35%
TTM Yield
1.7%
3yr Sharpe
-0.51
YTD Return
-24.5%
3yr Return
-27.5%
1yr Return
-12.9%
Total Assets
$17M
6M Money Flow
-$3M
Small Growth
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-0.45
YTD Return
-18.3%
3yr Return
-25.7%
1yr Return
-12.6%
Total Assets
$32M
6M Money Flow
-$13M
Small Growth
Expense Ratio
1.40%
TTM Yield
0.0%
3yr Sharpe
-0.45
YTD Return
-24.8%
3yr Return
-25.5%
1yr Return
-21.5%
Total Assets
$338M
6M Money Flow
-$54M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.42
YTD Return
-25.8%
3yr Return
-25.5%
1yr Return
-23.9%
Total Assets
$91M
6M Money Flow
-$8M
Small Growth
Expense Ratio
0.97%
TTM Yield
0.0%
3yr Sharpe
-0.51
YTD Return
-17.8%
3yr Return
-25.4%
1yr Return
-14.5%
Total Assets
$461M
6M Money Flow
-$71M
Small Growth
Expense Ratio
1.25%
TTM Yield
0.0%
3yr Sharpe
-0.44
YTD Return
-13.1%
3yr Return
-24.4%
1yr Return
-3.5%
Total Assets
$4M
6M Money Flow
-$196K
Small Growth
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.43
YTD Return
-18.0%
3yr Return
-23.8%
1yr Return
-8.9%
Total Assets
$216M
6M Money Flow
-$29M
Small Growth
Expense Ratio
0.75%
TTM Yield
0.2%
3yr Sharpe
-0.38
YTD Return
-22.4%
3yr Return
-23.5%
1yr Return
-21.6%
Total Assets
$167K
6M Money Flow
-$51
Small Growth
Expense Ratio
0.69%
TTM Yield
0.3%
3yr Sharpe
-0.40
YTD Return
-24.9%
3yr Return
-22.5%
1yr Return
-15.5%
Total Assets
$2B
6M Money Flow
-$270M
Small Growth
Expense Ratio
1.45%
TTM Yield
0.0%
3yr Sharpe
-0.46
YTD Return
-16.5%
3yr Return
-22.3%
1yr Return
-11.7%
Total Assets
$56M
6M Money Flow
-$5M
Small Growth
Expense Ratio
0.88%
TTM Yield
0.0%
3yr Sharpe
-0.46
YTD Return
-16.3%
3yr Return
-21.3%
1yr Return
-10.2%
Total Assets
$1B
6M Money Flow
-$113M
Small Growth
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.38
YTD Return
-17.9%
3yr Return
-21.2%
1yr Return
-9.4%
Total Assets
$63M
6M Money Flow
-$19M
Small Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
-0.34
YTD Return
-20.2%
3yr Return
-20.4%
1yr Return
-7.9%
Total Assets
$2B
6M Money Flow
-$198M
Small Growth
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-0.38
YTD Return
-18.5%
3yr Return
-19.8%
1yr Return
-16.4%
Total Assets
$19M
6M Money Flow
-$1M
Small Growth
Expense Ratio
0.90%
TTM Yield
1.9%
3yr Sharpe
-0.36
YTD Return
-19.6%
3yr Return
-19.5%
1yr Return
-15.5%
Total Assets
$3B
6M Money Flow
-$522M
Small Growth
Expense Ratio
0.87%
TTM Yield
0.2%
3yr Sharpe
-0.32
YTD Return
-17.1%
3yr Return
-19.4%
1yr Return
-14.2%
Total Assets
$438M
6M Money Flow
-$19M
Small Growth
Expense Ratio
1.20%
TTM Yield
3.9%
3yr Sharpe
-0.39
YTD Return
-19.0%
3yr Return
-18.7%
1yr Return
-10.7%
Total Assets
$215M
6M Money Flow
-$206M
Small Growth
Expense Ratio
0.89%
TTM Yield
0.0%
3yr Sharpe
-0.30
YTD Return
-23.2%
3yr Return
-18.5%
1yr Return
-14.2%
Total Assets
$3B
6M Money Flow
-$536M
Small Growth
Expense Ratio
1.24%
TTM Yield
0.0%
3yr Sharpe
-0.35
YTD Return
-21.7%
3yr Return
-17.8%
1yr Return
-16.1%
Total Assets
$582M
6M Money Flow
-$14M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-19.8%
3yr Return
-17.2%
1yr Return
-19.4%
Total Assets
$37M
6M Money Flow
$6M
Small Growth
Expense Ratio
1.30%
TTM Yield
0.0%
3yr Sharpe
-0.33
YTD Return
-17.4%
3yr Return
-17.1%
1yr Return
-10.7%
Total Assets
$516M
6M Money Flow
-$34M
Small Growth
Expense Ratio
1.13%
TTM Yield
0.0%
3yr Sharpe
-0.35
YTD Return
-17.3%
3yr Return
-17.0%
1yr Return
-12.6%
Total Assets
$949M
6M Money Flow
-$164M
Small Growth
Expense Ratio
1.66%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-22.4%
3yr Return
-16.9%
1yr Return
-13.5%
Total Assets
$515M
6M Money Flow
-$33M
Small Growth
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-0.31
YTD Return
-19.6%
3yr Return
-16.8%
1yr Return
-8.7%
Total Assets
$208M
6M Money Flow
-$8M
Small Growth
Expense Ratio
1.26%
TTM Yield
0.0%
3yr Sharpe
-0.35
YTD Return
-20.1%
3yr Return
-16.5%
1yr Return
-12.7%
Total Assets
$765M
6M Money Flow
-$91M
Small Growth
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-16.2%
3yr Return
-16.3%
1yr Return
-14.4%
Total Assets
$2B
6M Money Flow
-$249M
Small Growth
Expense Ratio
1.06%
TTM Yield
1.6%
3yr Sharpe
-0.32
YTD Return
-15.5%
3yr Return
-15.3%
1yr Return
-7.1%
Total Assets
$199M
6M Money Flow
-$81M
Small Growth
Expense Ratio
1.33%
TTM Yield
1.8%
3yr Sharpe
-0.30
YTD Return
-21.0%
3yr Return
-15.2%
1yr Return
-14.4%
Total Assets
$249M
6M Money Flow
-$55M
Small Growth
Expense Ratio
1.00%
TTM Yield
0.8%
3yr Sharpe
-0.29
YTD Return
-16.9%
3yr Return
-14.9%
1yr Return
-3.9%
Total Assets
$7M
6M Money Flow
$2M
Small Growth
Expense Ratio
0.94%
TTM Yield
1.2%
3yr Sharpe
-0.13
YTD Return
-19.1%
3yr Return
-14.8%
1yr Return
8.4%
Total Assets
$277M
6M Money Flow
-$56M
Small Growth
Expense Ratio
0.81%
TTM Yield
0.0%
3yr Sharpe
-0.28
YTD Return
-16.5%
3yr Return
-14.1%
1yr Return
-11.5%
Total Assets
$319M
6M Money Flow
-$25M
Small Growth
Expense Ratio
1.33%
TTM Yield
0.0%
3yr Sharpe
-0.25
YTD Return
-21.0%
3yr Return
-14.0%
1yr Return
-11.9%
Total Assets
$68M
6M Money Flow
$5M