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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth24.701.132,024
AB Small Cap Growth AdvisSmall Growth24.910.882,024
AB Small Cap Growth KSmall Growth24.771.092,024
Alger Small Cap Focus ASmall Growth26.601.184,001
Alger Small Cap Focus ISmall Growth26.641.174,001
American Century Small CaSmall Growth22.121.07826
American Century Small CaSmall Growth22.200.92826
American Century Small CaSmall Growth22.270.92826
AMG Managers Cadence EmerSmall Growth0.911.11160
AMG TimesSquare Small CapSmall Growth16.871.09721
Artisan Small Cap InvestoSmall Growth30.541.201,928
BNY Mellon Small Cap Gr ISmall Growth24.571.007
Brown Advisory Small-Cap Small Growth25.751.131,318
Carillon Scout Small Cap Small Growth8.981.23315
Carillon Scout Small Cap Small Growth9.160.95315
Carillon Scout Small Cap Small Growth9.230.85315
ClearBridge Small Cap GroSmall Growth16.720.933,862
ClearBridge Small Cap GroSmall Growth16.521.193,862
ClearBridge Small Cap GroSmall Growth16.541.193,862
Columbia Small Cap GrowthSmall Growth31.251.09661
Columbia Small Cap GrowthSmall Growth31.251.09661
Columbia Small Cap GrowthSmall Growth31.380.98661
Conestoga Small Cap InvesSmall Growth17.641.102,624
Delaware Small Cap GrowthSmall Growth26.141.0513
Delaware Smid Cap Growth Small Growth31.851.121,768
Small Growth Avg 17.301.231,460
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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