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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth A LoaSmall Growth6.811.271,510
AB Small Cap Growth AdvisSmall Growth6.891.001,510
AB Small Cap Growth ISmall Growth6.920.911,510
AB Small Cap Growth KSmall Growth6.811.191,510
ASTON/LMCG Small Cap GrowSmall Growth9.921.35117
ClearBridge Small Cap GroSmall Growth2.061.203,835
ClearBridge Small Cap GroSmall Growth1.951.243,835
ClearBridge Small Cap GroSmall Growth1.981.263,835
Eagle Small Cap Growth A Small Growth6.021.114,145
Eagle Small Cap Growth R5Small Growth6.130.774,145
Eaton Vance Tx-Mgd Small-Small Growth5.251.19124
Emerald Growth ASmall Growth8.781.29345
Emerald Growth A Load WaiSmall Growth8.781.29345
Emerald Growth InvestorSmall Growth8.801.34345
Fidelity Advisor® Small CSmall Growth9.860.921,266
Fidelity® Small Cap GrowtSmall Growth9.890.901,266
Franklin Small Cap GrowthSmall Growth5.671.203,233
Goldman Sachs Sm Cap Gr ISmall Growth7.751.3098
Goldman Sachs Sm Cap Gr ISmall Growth7.831.0598
Harbor Small Cap Growth ISmall Growth8.531.20659
Hartford Small Company A Small Growth4.821.34984
Hartford Small Company HLSmall Growth5.020.711,471
Hartford Small Company HLSmall Growth4.950.961,471
Hartford SmallCap Growth Small Growth6.791.281,044
Hartford SmallCap Growth Small Growth6.791.281,044
Small Growth Avg 7.551.381,041
S&P 500 3.04
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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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