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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AIM Small Cap Growth ASmall Growth27.151.281,216
AIM Small Cap Growth A LoSmall Growth27.151.221,216
AIM Small Cap Growth InvSmall Growth27.051.281,216
AIM Small Cap Growth RSmall Growth26.841.531,216
Artio US Smallcap ASmall Growth54.631.5016
Baron Small CapSmall Growth26.621.322,732
Bridgeway Ultra-Small ComSmall Growth38.111.1682
Buffalo Small CapSmall Growth32.011.012,424
Columbia Acorn USA A LoadSmall Growth31.571.251,260
Columbia Acorn USA ZSmall Growth31.971.011,260
Columbia Select Small CapSmall Growth21.961.11541
Columbia Small Cap GrowthSmall Growth27.691.37669
Columbia Small Cap GrowthSmall Growth27.961.09669
Conestoga Small CapSmall Growth21.271.1071
Eagle Small Cap Growth A Small Growth24.791.25333
Eagle Small Cap Growth R3Small Growth24.551.42333
Eagle Small Cap Growth R5Small Growth25.260.90333
Evergreen Growth A Load WSmall Growth31.661.25286
Fidelity Advisor Small CaSmall Growth23.141.343,732
Fidelity Advisor Small CaSmall Growth23.141.303,732
Fidelity Advisor Small CaSmall Growth33.641.391,193
Fidelity Advisor Small CaSmall Growth33.911.041,193
Fidelity Advisor Small CaSmall Growth23.391.013,732
Fidelity Advisor Small CaSmall Growth22.781.533,732
Fidelity Small Cap GrowthSmall Growth33.831.081,193
Small Growth Avg 27.301.61433
S&P 500 21.22
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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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