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Papp Small & Mid-cap Growth Fund: (MF: PAPPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:13 PM ET

$29.65 USD

-0.04 (-0.13%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.26 78
3 months 3.39 76
6 months 2.74 89
1 Year 5.94 89
3 Year 6.62 89
5 Year 2.21 78
10 Year 9.62 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.71
5 Year 1.21
10 Year 8.69
Since Inception 9.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.43 5.06 1.52 0.62
2024 7.29 -6.15 4.82 -2.75
2023 5.64 2.70 -6.82 10.26
2022 -15.01 -14.16 -4.24 10.64
2021 2.11 4.45 -1.83 9.56

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.264.712.6311.48-22.7114.7224.7134.79-3.0825.825.67
% Total Return Rel to Index 1.21-13.50-22.38-14.75-4.50-13.956.313.301.314.02-6.26
% Total Return Rel to Peer -1.98-2.58-9.28-4.59-3.19-4.585.719.357.6910.22-10.28
% Perf Quintile vs Peer* 5.004.000.005.004.004.002.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.960.000.000.001.930.680.760.591.730.00
Expense Ratio 0.001.251.251.251.251.251.251.251.251.251.25

* 1 = Top 20%, 5 = Bottom 20%