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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth4.751.171,477
AB Small Cap Growth AdvisSmall Growth4.780.931,477
AB Small Cap Growth KSmall Growth4.751.201,477
Alger Small Cap Focus ASmall Growth5.001.20705
Alger Small Cap Focus ISmall Growth4.941.20705
AMG TimesSquare Small CapSmall Growth1.831.231,197
Brown Advisory Small-Cap Small Growth4.151.13814
Columbia Small Cap GrowthSmall Growth2.271.09482
Columbia Small Cap GrowthSmall Growth2.260.99482
Columbia Small Cap GrowthSmall Growth2.241.24482
Conestoga Small Cap InvesSmall Growth1.591.101,739
Conestoga SMid Cap InvestSmall Growth3.771.2033
Delaware Smid Cap Growth Small Growth8.121.211,083
Delaware Smid Cap Growth Small Growth8.150.961,083
Delaware Smid Cap Growth Small Growth8.150.841,083
Dreyfus Opportunistic SmaSmall Growth-0.220.951,149
Dreyfus Opportunistic SmaSmall Growth-0.271.101,149
Emerald Growth ASmall Growth0.721.081,261
Emerald Growth InvestorSmall Growth0.681.121,261
Federated Kaufmann Small Small Growth6.640.88974
Federated MDT Small Cap GSmall Growth3.841.15354
Federated MDT Small Cap GSmall Growth3.910.88354
Fidelity Advisor® Small CSmall Growth5.691.054,278
Fidelity Advisor® Small CSmall Growth5.680.894,278
Fidelity® Small Cap GrowtSmall Growth5.661.074,278
Small Growth Avg 2.491.281,338
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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