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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Brown Advisory Small-Cap Small Growth5.331.13463
Conestoga Small Cap InvesSmall Growth2.901.10960
DFA US Small Cap Growth ISmall Growth3.550.40400
Eagle Small Cap Growth R5Small Growth9.430.784,704
Eaton Vance Tx-Mgd Small-Small Growth3.501.22111
Emerald Growth ASmall Growth4.101.171,038
Emerald Growth InvestorSmall Growth4.071.191,038
Federated MDT Small Cap GSmall Growth6.751.13121
Federated MDT Small Cap GSmall Growth6.780.87121
Fidelity Advisor® Small CSmall Growth8.581.072,517
Fidelity® Small Cap GrowtSmall Growth8.601.112,517
Goldman Sachs Small Cap GSmall Growth4.751.00319
Goldman Sachs Small Cap GSmall Growth4.790.83319
Hartford Small Cap GrowthSmall Growth5.830.651,264
Hartford Small Cap GrowthSmall Growth5.780.901,264
Hartford Small Cap GrowthSmall Growth5.890.99956
Hartford Small Cap GrowthSmall Growth5.861.19956
Hartford Small Cap GrowthSmall Growth5.910.89956
Hartford Small Cap GrowthSmall Growth5.910.79956
Highland Small-Cap EquitySmall Growth7.951.1558
Invesco Small Cap Growth Small Growth6.281.202,502
Invesco Small Cap Growth Small Growth6.261.202,502
Invesco Small Cap Growth Small Growth6.300.952,502
Ivy Small Cap Growth ISmall Growth7.911.06924
Ivy Small Cap Growth R6Small Growth7.920.91924
Small Growth Avg 5.391.321,150
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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