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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth20.791.171,769
AB Small Cap Growth AdvisSmall Growth20.990.931,769
AB Small Cap Growth KSmall Growth20.831.201,769
Alger Small Cap Focus ASmall Growth33.111.201,749
Alger Small Cap Focus ISmall Growth33.071.201,749
American Century Small CaSmall Growth16.651.01998
AMG Managers Cadence EmerSmall Growth15.341.08174
AMG TimesSquare Small CapSmall Growth17.341.231,247
Artisan Small Cap InvestoSmall Growth21.961.211,649
ClearBridge Small Cap GroSmall Growth26.451.023,595
ClearBridge Small Cap GroSmall Growth26.241.193,595
Columbia Acorn USA AdvSmall Growth19.461.20361
Columbia Acorn USA InstSmall Growth19.441.16361
Columbia Acorn USA Inst2Small Growth19.501.08361
Conestoga Small Cap InvesSmall Growth21.331.102,546
Conestoga SMid Cap InvestSmall Growth21.421.2073
Delaware Smid Cap Growth Small Growth23.231.171,427
Delaware Smid Cap Growth Small Growth23.400.921,427
Delaware Smid Cap Growth Small Growth23.460.841,427
Emerald Growth ASmall Growth10.741.031,408
Entrepreneur US Small CapSmall Growth25.610.85169
Federated Kaufmann Small Small Growth20.150.881,552
Federated MDT Small Cap GSmall Growth17.751.15595
Federated MDT Small Cap GSmall Growth17.940.88595
Fidelity AdvisorŪ Small CSmall Growth19.651.064,622
Small Growth Avg 15.641.271,517
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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