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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth7.801.171,529
AB Small Cap Growth AdvisSmall Growth7.890.931,529
AB Small Cap Growth KSmall Growth7.821.201,529
Alger Small Cap Focus ASmall Growth11.861.20851
Alger Small Cap Focus ISmall Growth11.831.20851
AMG TimesSquare Small CapSmall Growth6.211.231,229
Artisan Small Cap InvestoSmall Growth11.911.211,447
Brown Advisory Small-Cap Small Growth5.221.13823
ClearBridge Small Cap GroSmall Growth9.171.023,093
ClearBridge Small Cap GroSmall Growth9.051.233,093
ClearBridge Small Cap GroSmall Growth9.061.193,093
Columbia Small Cap GrowthSmall Growth3.841.09494
Columbia Small Cap GrowthSmall Growth3.840.99494
Conestoga Small Cap InvesSmall Growth5.091.101,931
Conestoga SMid Cap InvestSmall Growth7.091.2042
Delaware Smid Cap Growth Small Growth6.071.211,088
Delaware Smid Cap Growth Small Growth6.150.961,088
Delaware Smid Cap Growth Small Growth6.140.841,088
Dreyfus Opportunistic SmaSmall Growth2.440.951,179
Dreyfus Opportunistic SmaSmall Growth2.371.101,179
Emerald Growth ASmall Growth0.191.081,243
Emerald Growth InvestorSmall Growth0.151.121,243
Entrepreneur US Small CapSmall Growth6.400.85140
Federated Kaufmann Small Small Growth9.750.881,170
Federated MDT Small Cap GSmall Growth5.471.15424
Small Growth Avg 4.671.271,363
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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