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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Baron Small Cap RetailSmall Growth8.941.303,702
Conestoga Small Cap InvesSmall Growth8.761.10838
DFA US Small Cap Growth ISmall Growth8.810.40312
Eagle Small Cap Growth A Small Growth7.141.104,238
Eaton Vance Tx-Mgd Small-Small Growth7.801.19105
Emerald Growth InvestorSmall Growth6.261.19997
Fidelity Advisor® Small CSmall Growth8.661.202,082
Fidelity Advisor® Small CSmall Growth8.661.202,082
Fidelity Advisor® Small CSmall Growth8.910.912,082
Fidelity® Small Cap GrowtSmall Growth8.880.902,082
Franklin Small Cap GrowthSmall Growth8.071.112,790
Goldman Sachs Small Cap GSmall Growth8.111.26224
Goldman Sachs Small Cap GSmall Growth8.281.01224
Goldman Sachs Small Cap GSmall Growth8.440.85224
Hartford Small Cap GrowthSmall Growth7.021.21916
Hartford Small Cap GrowthSmall Growth7.420.651,159
Hartford Small Cap GrowthSmall Growth7.180.901,159
Hartford Small Cap GrowthSmall Growth7.220.92916
Hartford Small Cap GrowthSmall Growth7.061.17916
Hartford Small Cap GrowthSmall Growth7.280.87916
Hartford Small Cap GrowthSmall Growth7.380.87916
Highland Small-Cap EquitySmall Growth27.971.2147
Highland Small-Cap EquitySmall Growth28.210.9647
Invesco Small Cap Growth Small Growth8.121.202,340
Invesco Small Cap Growth Small Growth8.121.202,340
Small Growth Avg 7.501.331,080
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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