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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth A LoaSmall Growth9.011.271,528
AB Small Cap Growth AdvisSmall Growth9.171.001,528
AB Small Cap Growth ISmall Growth9.200.911,528
AB Small Cap Growth KSmall Growth8.991.191,528
ASTON/LMCG Small Cap GrowSmall Growth11.581.35198
BlackRock Small Cap GrowtSmall Growth7.950.87927
ClearBridge Small Cap GroSmall Growth0.171.203,619
ClearBridge Small Cap GroSmall Growth0.001.243,619
ClearBridge Small Cap GroSmall Growth0.041.263,619
Dreyfus/The Boston Co SmaSmall Growth12.150.9529
Eagle Small Cap Growth A Small Growth9.281.114,453
Eagle Small Cap Growth R5Small Growth9.490.774,453
Eagle Small Cap Growth R6Small Growth9.540.664,453
Emerald Growth ASmall Growth16.131.29553
Emerald Growth A Load WaiSmall Growth16.131.29553
Emerald Growth InvestorSmall Growth16.171.27553
Fidelity Advisor® Small CSmall Growth13.691.221,513
Fidelity Advisor® Small CSmall Growth13.880.921,513
Fidelity® Small Cap GrowtSmall Growth13.910.901,513
Franklin Small Cap GrowthSmall Growth4.861.163,679
Franklin Small Cap GrowthSmall Growth5.050.873,679
Franklin Small Cap GrowthSmall Growth4.761.373,679
Goldman Sachs Small Cap GSmall Growth5.591.30116
Goldman Sachs Small Cap GSmall Growth5.741.05116
Harbor Small Cap Growth ISmall Growth8.921.20653
Small Growth Avg 6.421.371,060
S&P 500 3.58
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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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