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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AllianceBern Small Cap GrSmall Growth-3.431.341,569
AllianceBern Small Cap GrSmall Growth-3.431.341,569
AllianceBern Small Cap GrSmall Growth-3.271.071,569
AllianceBern Small Cap GrSmall Growth-3.391.211,569
AMG GW&K Small Cap Core ISmall Growth-4.111.37316
BMO Small-Cap Growth YSmall Growth-1.251.41801
ClearBridge Small Cap GroSmall Growth-4.831.213,610
ClearBridge Small Cap GroSmall Growth-4.861.243,610
ClearBridge Small Cap GroSmall Growth-4.861.243,610
ClearBridge Small Cap GroSmall Growth-4.841.273,610
Dreyfus Select Managers SSmall Growth-8.330.99467
DWS Small Cap Growth SSmall Growth-3.631.23123
Eagle Small Cap Growth A Small Growth-2.591.103,782
Eagle Small Cap Growth R6Small Growth-2.330.683,782
Eaton Vance Small-Cap A LSmall Growth-0.941.36191
Eaton Vance Tx-Mgd Small-Small Growth-0.721.27105
Emerald Growth A Load WaiSmall Growth-4.721.29250
Emerald Growth InvestorSmall Growth-4.731.34250
Franklin Small Cap GrowthSmall Growth-0.321.201,987
Franklin Small Cap GrowthSmall Growth-0.321.201,987
Franklin Small Cap GrowthSmall Growth-0.150.901,987
Franklin Small Cap GrowthSmall Growth-0.451.401,987
Goldman Sachs Sm Cap Gr ISmall Growth-1.321.3069
Goldman Sachs Sm Cap Gr ISmall Growth-1.171.0569
Hartford Small Cap GrowthSmall Growth-0.651.40632
Small Growth Avg -3.371.411,021
S&P 500 8.27
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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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