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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AllianceBern Small Cap GrSmall Growth-5.371.271,501
AllianceBern Small Cap GrSmall Growth-5.131.001,501
AllianceBern Small Cap GrSmall Growth-5.311.191,501
American Beacon Stephens Small Growth-6.911.35682
AMG GW&K Small Cap Core ISmall Growth-5.221.37358
ASTON/LMCG Small Cap GrowSmall Growth1.301.3548
BlackRock Small Cap GrowtSmall Growth-5.281.14776
ClearBridge Small Cap GroSmall Growth-5.771.213,579
ClearBridge Small Cap GroSmall Growth-5.851.243,579
ClearBridge Small Cap GroSmall Growth-5.851.243,579
ClearBridge Small Cap GroSmall Growth-5.821.273,579
Deutsche Small Cap GrowthSmall Growth-4.571.23120
Eagle Small Cap Growth A Small Growth-2.451.103,648
Eagle Small Cap Growth R5Small Growth-2.200.773,648
Eaton Vance Small-Cap A LSmall Growth-2.271.36184
Eaton Vance Tx-Mgd Small-Small Growth-2.211.27105
Emerald Growth ASmall Growth-3.981.29256
Emerald Growth A Load WaiSmall Growth-3.981.29256
Emerald Growth InvestorSmall Growth-4.041.34256
Franklin Small Cap GrowthSmall Growth-4.101.202,178
Franklin Small Cap GrowthSmall Growth-4.241.402,178
Goldman Sachs Sm Cap Gr ISmall Growth-1.121.3071
Goldman Sachs Sm Cap Gr ISmall Growth-0.911.0571
Hartford Small Company ASmall Growth0.761.39892
Hartford Small Company A Small Growth0.761.39892
Small Growth Avg -4.421.40952
S&P 500 8.03
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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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