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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ISmall Growth5.180.911,525
AB Small Cap Growth KSmall Growth5.141.191,525
AMG GW&K Small Cap Core ISmall Growth1.581.37377
ASTON/LMCG Small Cap GrowSmall Growth5.891.3586
ClearBridge Small Cap GroSmall Growth1.711.203,841
ClearBridge Small Cap GroSmall Growth1.671.243,841
ClearBridge Small Cap GroSmall Growth1.671.243,841
ClearBridge Small Cap GroSmall Growth1.701.263,841
Eagle Small Cap Growth A Small Growth3.971.113,938
Eagle Small Cap Growth R5Small Growth4.000.773,938
Emerald Growth ASmall Growth6.411.29318
Emerald Growth A Load WaiSmall Growth6.411.29318
Emerald Growth InvestorSmall Growth6.381.34318
Fidelity Advisor® Small CSmall Growth5.531.221,212
Fidelity Advisor® Small CSmall Growth5.640.921,212
Fidelity® Small Cap GrowtSmall Growth5.650.901,212
Franklin Small Cap GrowthSmall Growth4.581.202,811
Goldman Sachs Sm Cap Gr ISmall Growth5.751.3086
Goldman Sachs Sm Cap Gr ISmall Growth5.751.3086
Goldman Sachs Sm Cap Gr ISmall Growth5.791.0586
Harbor Small Cap Growth ISmall Growth5.951.20647
Hartford Small Company ASmall Growth4.481.34962
Hartford Small Company A Small Growth4.481.34962
Hartford Small Company HLSmall Growth4.590.711,446
Hartford Small Company HLSmall Growth4.590.961,446
Small Growth Avg 4.071.38994
S&P 500 2.57
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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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