| A small cap stock is, broadly speaking a company | | | | Wasatch Small Cap Growth has been around |
| with a market capitalization of less than $800 | | | | since 1986 with the same fund manager. It has |
| million and a small cap mutual fund has a primary | | | | $722 million under its management and has a |
| focus of investing in small cap stocks. Anyone | | | | 29.6% return, moving its rank up to 3 in the small |
| with a decent mixture of small to mid-cap stocks | | | | growth category based solely on its one-year |
| will tend to end up with better returns than a | | | | return. Wasatch has holdings in O'Reilly |
| portfolio with a majority of large cap stocks. Small | | | | Automotive Inc, Resources Connection Inc., and |
| companies tend to outperform on the stock | | | | HDFC Bank ADS. |
| market over a 3-5 year period and if you can | | | | Baron Growth is a small growth fund that opened |
| catch a small cap in its initial cycle you can ride the | | | | its doors for business in 1994 and it's current |
| crest of the wave. | | | | manager came on board just one year later. With |
| The following stocks are well performing small cap | | | | $4.9 billion in assets under it's control it's a power |
| stocks with the following criteria. Each has a | | | | on the mutual fund scene. Baron is a no load fund |
| minimum investment of $3,000, a 5 star rating, an | | | | with an initial investment of just $2,000. This fund |
| expense ratio less than 1.59%, and a yearly | | | | took some damage in 2008 but has pulled back |
| return of 16.7%. | | | | well and it's YTD is 18.77%, above average for |
| Buffalo Mutual funds was initiated in 1998 and is | | | | the category. Baron has holdings in DeVry Inc., |
| currently managing $2.2 billion in assets. It has | | | | another top technical school, Strayer Education |
| been a very reliable performer for the last | | | | Inc., Edwards Lifesciences Corporation, and |
| several years with a return at 28% and it sits | | | | several other education and tech stocks. |
| squarely at the top of its category in the 1-year | | | | Small cap stocks serve to balance a profile well |
| return. Buffalo has as it's holdings ITT Educational, | | | | and can be used liberally. Since most of the initial |
| one of the top tech schools in the world, Fidelity | | | | investment requirements are very low it is easy |
| Institutional MM Fds Government I, WMS | | | | to get into a small cap and spreading them around |
| Industries and Panera Bread Company Inc A. | | | | can greatly increase your bottom line. |