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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AllianceBern Small Cap GrSmall Growth-3.721.271,521
AllianceBern Small Cap GrSmall Growth-3.491.001,521
AllianceBern Small Cap GrSmall Growth-3.681.191,521
American Beacon Stephens Small Growth-4.211.35702
AMG GW&K Small Cap Core ISmall Growth-1.481.37372
ASTON/LMCG Small Cap GrowSmall Growth4.841.3551
BlackRock Small Cap GrowtSmall Growth-2.841.14795
ClearBridge Small Cap GroSmall Growth-3.271.213,670
ClearBridge Small Cap GroSmall Growth-3.351.243,670
ClearBridge Small Cap GroSmall Growth-3.351.243,670
ClearBridge Small Cap GroSmall Growth-3.331.273,670
Deutsche Small Cap GrowthSmall Growth-1.831.23126
Eagle Small Cap Growth A Small Growth-0.091.103,732
Eagle Small Cap Growth R5Small Growth0.190.773,732
Eaton Vance Small-Cap A LSmall Growth0.171.36188
Eaton Vance Tx-Mgd Small-Small Growth0.471.27108
Emerald Growth ASmall Growth-1.051.29263
Emerald Growth A Load WaiSmall Growth-1.051.29263
Emerald Growth InvestorSmall Growth-1.101.34263
Franklin Small Cap GrowthSmall Growth-1.191.202,178
Franklin Small Cap GrowthSmall Growth-1.341.402,178
Goldman Sachs Sm Cap Gr ISmall Growth1.221.3073
Goldman Sachs Sm Cap Gr ISmall Growth1.431.0573
Hartford Small Company ASmall Growth3.161.39916
Hartford Small Company A Small Growth3.161.39916
Small Growth Avg -1.591.40974
S&P 500 9.70
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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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