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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AllianceBern Small Cap GrSmall Growth-5.461.271,500
AllianceBern Small Cap GrSmall Growth-5.241.001,500
AllianceBern Small Cap GrSmall Growth-5.411.191,500
American Beacon Stephens Small Growth-7.561.35678
AMG GW&K Small Cap Core ISmall Growth-5.221.37359
ASTON/LMCG Small Cap GrowSmall Growth0.801.3548
BlackRock Small Cap GrowtSmall Growth-6.291.14768
ClearBridge Small Cap GroSmall Growth-5.981.213,572
ClearBridge Small Cap GroSmall Growth-6.031.243,572
ClearBridge Small Cap GroSmall Growth-6.031.243,572
ClearBridge Small Cap GroSmall Growth-6.041.273,572
Deutsche Small Cap GrowthSmall Growth-5.271.23119
Eagle Small Cap Growth A Small Growth-2.861.103,637
Eagle Small Cap Growth R5Small Growth-2.590.773,637
Eaton Vance Small-Cap A LSmall Growth-3.051.36183
Eaton Vance Tx-Mgd Small-Small Growth-3.061.27104
Emerald Growth ASmall Growth-5.241.29253
Emerald Growth A Load WaiSmall Growth-5.241.29253
Emerald Growth InvestorSmall Growth-5.251.34253
Franklin Small Cap GrowthSmall Growth-4.471.202,178
Franklin Small Cap GrowthSmall Growth-4.631.402,178
Goldman Sachs Sm Cap Gr ISmall Growth-2.241.3069
Goldman Sachs Sm Cap Gr ISmall Growth-2.021.0569
Hartford Small Company ASmall Growth0.171.39887
Hartford Small Company A Small Growth0.171.39887
Small Growth Avg -6.861.40937
S&P 500 6.74
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Ratings and total assets through month-end. YTD through previous close.
  Search Criteria Review   Solid Small Growth Funds    
      Morningstar Category   equal to   Small Growth
      Minimum Initial Purchase   less than or equal to   $ 3000
      Expense Ratio   less than or equal to   Category Average
      Star Rating   equal to   4 or 5
      Net Assets   less than or equal to   $5,000 mil
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