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Fund Name Morningstar
( % )
( % )
($ mil)
AB Small Cap Growth A LoaSmall Growth1.931.271,400
AB Small Cap Growth AdvisSmall Growth2.111.001,400
AB Small Cap Growth ISmall Growth2.100.911,400
AB Small Cap Growth KSmall Growth1.901.191,400
American Century Small CaSmall Growth3.171.07577
ASTON/LMCG Small Cap GrowSmall Growth6.311.35219
BlackRock Small Cap GrowtSmall Growth2.141.15868
BlackRock Small Cap GrowtSmall Growth2.380.87868
ClearBridge Small Cap GroSmall Growth-5.731.203,366
ClearBridge Small Cap GroSmall Growth-5.891.243,366
ClearBridge Small Cap GroSmall Growth-5.871.263,366
Dreyfus Select Managers SSmall Growth1.441.30617
Dreyfus Select Managers SSmall Growth1.670.97617
Dreyfus/The Boston Co SmaSmall Growth4.120.9527
Eagle Small Cap Growth ASmall Growth2.541.114,169
Eagle Small Cap Growth A Small Growth2.541.114,169
Eagle Small Cap Growth R5Small Growth2.760.774,169
Eagle Small Cap Growth R6Small Growth2.830.664,169
Emerald Growth ASmall Growth10.091.29677
Emerald Growth A Load WaiSmall Growth10.091.29677
Emerald Growth InvestorSmall Growth10.121.27677
Fidelity Advisor® Small CSmall Growth8.941.221,671
Fidelity Advisor® Small CSmall Growth9.160.921,671
Fidelity® Small Cap GrowtSmall Growth9.180.901,671
Franklin Small Cap GrowthSmall Growth-1.041.163,614
Small Growth Avg 1.131.381,030
S&P 500 -2.07
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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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