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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth14.391.131,708
AB Small Cap Growth AdvisSmall Growth14.620.881,708
AB Small Cap Growth KSmall Growth14.431.091,708
Alger Small Cap Focus ASmall Growth29.781.202,139
Alger Small Cap Focus ISmall Growth29.821.202,139
American Century Small CaSmall Growth9.971.01928
AMG Managers Cadence EmerSmall Growth9.401.08193
AMG TimesSquare Small CapSmall Growth9.881.231,129
Artisan Small Cap InvestoSmall Growth16.101.211,806
ClearBridge Small Cap ASmall Growth6.041.071,106
ClearBridge Small Cap GroSmall Growth19.211.023,435
ClearBridge Small Cap GroSmall Growth18.931.233,435
ClearBridge Small Cap GroSmall Growth18.941.193,435
Columbia Small Cap GrowthSmall Growth10.460.99526
Conestoga Small Cap InvesSmall Growth11.111.102,408
Conestoga SMid Cap InvestSmall Growth13.071.2078
Delaware Smid Cap Growth Small Growth19.951.171,474
Delaware Smid Cap Growth Small Growth20.180.921,474
Delaware Smid Cap Growth Small Growth20.230.841,474
Dreyfus/The Boston Co SmaSmall Growth13.041.007
Entrepreneur US Small CapSmall Growth16.680.85160
Federated Kaufmann Small Small Growth16.980.881,620
Federated MDT Small Cap GSmall Growth8.261.14650
Federated MDT Small Cap GSmall Growth8.500.88650
Fidelity AdvisorŪ Small CSmall Growth11.261.064,934
Small Growth Avg 10.661.261,509
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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