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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Brown Advisory Small-Cap Small Growth1.861.13439
Conestoga Small Cap InvesSmall Growth-1.021.10906
DFA US Small Cap Growth ISmall Growth-0.610.40361
Eagle Small Cap Growth R5Small Growth0.530.784,350
Eaton Vance Tx-Mgd Small-Small Growth-0.411.22111
Emerald Growth ASmall Growth0.581.17994
Emerald Growth InvestorSmall Growth0.531.19994
Federated MDT Small Cap GSmall Growth0.841.13105
Federated MDT Small Cap GSmall Growth0.860.87105
Fidelity Advisor® Small CSmall Growth2.081.072,383
Fidelity® Small Cap GrowtSmall Growth2.091.112,383
Goldman Sachs Small Cap GSmall Growth0.321.25290
Goldman Sachs Small Cap GSmall Growth0.311.00290
Goldman Sachs Small Cap GSmall Growth0.330.83290
Hartford Small Cap GrowthSmall Growth0.640.651,207
Hartford Small Cap GrowthSmall Growth0.610.901,207
Hartford Small Cap GrowthSmall Growth0.650.99912
Hartford Small Cap GrowthSmall Growth0.650.89912
Hartford Small Cap GrowthSmall Growth0.660.79912
Highland Small-Cap EquitySmall Growth2.201.1554
Invesco Small Cap Growth Small Growth1.381.202,391
Invesco Small Cap Growth Small Growth1.381.202,391
Invesco Small Cap Growth Small Growth1.370.952,391
Ivy Small Cap Growth ISmall Growth1.561.06900
Ivy Small Cap Growth R6Small Growth1.560.91900
Small Growth Avg 1.121.321,105
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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