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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth22.431.152,044
AB Small Cap Growth AdvisSmall Growth22.680.912,044
AB Small Cap Growth KSmall Growth22.491.092,044
Alger Small Cap Focus ASmall Growth18.191.183,784
Alger Small Cap Focus ISmall Growth18.251.173,784
Alger Small Cap Growth I-Small Growth22.581.01205
American Century Small CaSmall Growth23.991.07835
American Century Small CaSmall Growth24.190.92835
American Century Small CaSmall Growth24.190.92835
AMG Managers Cadence EmerSmall Growth3.721.11154
Artisan Small Cap InvestoSmall Growth27.901.201,837
Brown Advisory Small-Cap Small Growth24.691.131,341
ClearBridge Small Cap GroSmall Growth16.000.933,837
ClearBridge Small Cap GroSmall Growth15.741.193,837
ClearBridge Small Cap GroSmall Growth15.741.193,837
Columbia Small Cap GrowthSmall Growth29.821.09696
Columbia Small Cap GrowthSmall Growth29.801.09696
Columbia Small Cap GrowthSmall Growth29.940.98696
Conestoga Small Cap InvesSmall Growth18.711.102,619
Delaware Smid Cap Growth Small Growth26.321.121,717
Delaware Smid Cap Growth Small Growth26.520.871,717
DF Dent Small Cap Growth Small Growth26.961.0519
Eaton Vance Tx-Mgd Small-Small Growth22.571.17122
Federated Kaufmann Small Small Growth22.380.883,585
Fidelity AdvisorŪ Small CSmall Growth23.801.063,838
Small Growth Avg 18.341.231,452
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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