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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
ClearBridge Small Cap GroSmall Growth-6.231.242,683
Conestoga Small Cap InvesSmall Growth-1.431.10706
DFA US Small Cap Growth ISmall Growth0.660.40272
Eagle Small Cap Growth ASmall Growth-1.611.103,916
Eagle Small Cap Growth A Small Growth-1.611.103,916
Eaton Vance Tx-Mgd Small-Small Growth1.321.19103
Eaton Vance Tx-Mgd Small-Small Growth1.321.19103
Emerald Growth A Load WaiSmall Growth-6.141.29906
Emerald Growth InvestorSmall Growth-6.161.27906
Fidelity Advisor® Small CSmall Growth-2.591.201,905
Fidelity Advisor® Small CSmall Growth-2.450.911,905
Fidelity® Small Cap GrowtSmall Growth-2.460.901,905
Goldman Sachs Small Cap GSmall Growth-2.981.26171
Goldman Sachs Small Cap GSmall Growth-2.891.01171
Goldman Sachs Small Cap GSmall Growth-2.770.85171
Hartford Small Cap GrowthSmall Growth-3.741.21851
Hartford Small Cap GrowthSmall Growth-3.370.651,073
Hartford Small Cap GrowthSmall Growth-3.490.901,073
Hartford Small Cap GrowthSmall Growth-3.620.92851
Hartford Small Cap GrowthSmall Growth-3.701.17851
Hartford Small Cap GrowthSmall Growth-3.560.87851
Hartford Small Cap GrowthSmall Growth-3.510.87851
Highland Small-Cap EquitySmall Growth10.351.2137
Highland Small-Cap EquitySmall Growth10.500.9637
Invesco Small Cap DiscoveSmall Growth-5.621.32624
Small Growth Avg -3.031.331,022
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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