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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AMG TimesSquare Small CapSmall Growth6.891.231,129
B. Riley Diversified EquiSmall Growth11.521.2511
Brown Advisory Small-Cap Small Growth7.311.13511
Conestoga Small Cap InvesSmall Growth6.131.101,014
DFA US Small Cap Growth ISmall Growth4.850.40417
Eagle Small Cap Growth ASmall Growth11.481.154,770
Eagle Small Cap Growth R5Small Growth11.620.784,770
Emerald Growth ASmall Growth6.281.171,025
Federated MDT Small Cap GSmall Growth10.041.13139
Federated MDT Small Cap GSmall Growth10.120.87139
Fidelity Advisor® Small CSmall Growth10.851.072,747
Fidelity® Small Cap GrowtSmall Growth10.831.112,747
Goldman Sachs Small Cap GSmall Growth5.670.83364
Hartford Small Cap GrowthSmall Growth7.360.651,277
Hartford Small Cap GrowthSmall Growth7.270.901,277
Hartford Small Cap GrowthSmall Growth7.320.99975
Hartford Small Cap GrowthSmall Growth7.340.89975
Hartford Small Cap GrowthSmall Growth7.370.79975
Highland Small-Cap EquitySmall Growth10.091.1562
Invesco Small Cap Growth Small Growth8.241.222,527
Invesco Small Cap Growth Small Growth8.251.222,527
Invesco Small Cap Growth Small Growth8.330.972,527
Ivy Small Cap Growth ISmall Growth9.421.06994
Ivy Small Cap Growth NSmall Growth9.480.91994
Ivy Small Cap Growth YSmall Growth9.351.31994
Small Growth Avg 6.701.321,157
S&P 500
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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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