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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Small Cap Growth ASmall Growth4.601.131,562
AB Small Cap Growth AdvisSmall Growth4.850.881,562
AB Small Cap Growth KSmall Growth4.661.091,562
Alger Small Cap Focus ASmall Growth18.851.202,137
Alger Small Cap Focus ISmall Growth18.841.202,137
AMG Managers Cadence EmerSmall Growth-0.351.08181
Artisan Small Cap InvestoSmall Growth7.661.201,593
Brown Advisory Small-Cap Small Growth0.541.13846
ClearBridge Small Cap ASmall Growth-1.701.071,008
ClearBridge Small Cap FISmall Growth-1.831.171,008
ClearBridge Small Cap GroSmall Growth9.711.022,829
ClearBridge Small Cap GroSmall Growth9.381.232,829
ClearBridge Small Cap GroSmall Growth9.421.192,829
Columbia Acorn USA AdvSmall Growth3.991.20298
Columbia Acorn USA InstSmall Growth3.931.16298
Columbia Acorn USA Inst2Small Growth4.011.08298
Columbia Small Cap GrowthSmall Growth3.251.09478
Columbia Small Cap GrowthSmall Growth3.261.09478
Columbia Small Cap GrowthSmall Growth3.340.98478
Conestoga Small Cap InvesSmall Growth4.871.102,245
Conestoga SMid Cap InvestSmall Growth5.061.2076
Delaware Smid Cap Growth Small Growth7.711.171,293
Delaware Smid Cap Growth Small Growth7.940.921,293
Delaware Smid Cap Growth Small Growth8.010.841,293
Entrepreneur US Small CapSmall Growth9.250.85149
Small Growth Avg 0.191.261,326
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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