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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth9.221.271,529
AB Small Cap Growth A LoaSmall Growth9.221.271,529
AB Small Cap Growth AdvisSmall Growth9.341.001,529
AB Small Cap Growth ISmall Growth9.410.911,529
AB Small Cap Growth KSmall Growth9.241.191,529
American Century Small CaSmall Growth9.061.07408
ASTON/LMCG Small Cap GrowSmall Growth11.581.35159
BlackRock Small Cap GrowtSmall Growth6.681.15928
ClearBridge Small Cap GroSmall Growth0.731.203,732
ClearBridge Small Cap GroSmall Growth0.601.243,732
ClearBridge Small Cap GroSmall Growth0.641.263,732
Dreyfus/The Boston Co SmaSmall Growth13.060.9528
Eagle Small Cap Growth A Small Growth7.721.114,245
Eagle Small Cap Growth R5Small Growth7.890.774,245
Eaton Vance Tx-Mgd Small-Small Growth7.021.19124
Emerald Growth ASmall Growth13.241.29447
Emerald Growth A Load WaiSmall Growth13.241.29447
Emerald Growth InvestorSmall Growth13.221.34447
Fidelity Advisor® Small CSmall Growth11.511.221,406
Fidelity Advisor® Small CSmall Growth11.710.921,406
Fidelity® Small Cap GrowtSmall Growth11.730.901,406
Franklin Small Cap GrowthSmall Growth7.531.203,532
Goldman Sachs Small Cap GSmall Growth5.781.30112
Goldman Sachs Small Cap GSmall Growth5.921.05112
Harbor Small Cap Growth ISmall Growth8.061.20650
Small Growth Avg 9.511.371,064
S&P 500 0.96
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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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