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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth19.781.131,779
AB Small Cap Growth AdvisSmall Growth19.840.881,779
AB Small Cap Growth KSmall Growth19.811.091,779
Alger Small Cap Focus ASmall Growth18.781.182,974
Alger Small Cap Focus ISmall Growth18.771.172,974
American Century Small CaSmall Growth18.630.92857
AMG Managers Cadence EmerSmall Growth14.011.08196
Artisan Small Cap InvestoSmall Growth22.791.201,585
Brown Advisory Small-Cap Small Growth19.721.13957
Carillon Scout Small Cap Small Growth18.171.23335
Carillon Scout Small Cap Small Growth18.190.95335
Carillon Scout Small Cap Small Growth18.210.85335
ClearBridge Small Cap ASmall Growth19.211.091,165
ClearBridge Small Cap GroSmall Growth15.380.933,663
ClearBridge Small Cap GroSmall Growth15.301.193,663
ClearBridge Small Cap GroSmall Growth15.341.193,663
Columbia Acorn USA AdvSmall Growth19.031.20324
Columbia Acorn USA InstSmall Growth19.071.16324
Columbia Acorn USA Inst2Small Growth19.031.08324
Columbia Small Cap GrowthSmall Growth21.431.09556
Columbia Small Cap GrowthSmall Growth21.401.09556
Columbia Small Cap GrowthSmall Growth21.460.98556
Conestoga Small Cap InvesSmall Growth14.431.102,471
Conestoga SMid Cap InvestSmall Growth15.151.1081
Delaware Smid Cap Growth Small Growth22.721.171,514
Small Growth Avg 17.711.231,426
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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