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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AllianceBern Small Cap GrSmall Growth-0.311.341,605
AllianceBern Small Cap GrSmall Growth-0.131.071,605
AllianceBern Small Cap GrSmall Growth-0.271.211,605
American Beacon Stephens Small Growth-4.051.35702
AMG GW&K Small Cap Core ISmall Growth-2.671.37369
ClearBridge Small Cap GroSmall Growth-2.431.213,700
ClearBridge Small Cap GroSmall Growth-2.471.243,700
ClearBridge Small Cap GroSmall Growth-2.471.243,700
ClearBridge Small Cap GroSmall Growth-2.461.273,700
Deutsche Small Cap GrowthSmall Growth0.671.23125
Eaton Vance Small-Cap A LSmall Growth2.611.36196
Eaton Vance Tx-Mgd Small-Small Growth2.631.27109
Franklin Small Cap GrowthSmall Growth1.671.201,960
Franklin Small Cap GrowthSmall Growth1.671.201,960
Franklin Small Cap GrowthSmall Growth1.900.901,960
Franklin Small Cap GrowthSmall Growth1.561.401,960
Goldman Sachs Sm Cap Gr ISmall Growth2.541.3072
Goldman Sachs Sm Cap Gr ISmall Growth2.741.0572
Hartford Small Cap GrowthSmall Growth1.171.40693
Hartford Small Cap GrowthSmall Growth1.381.04693
Hartford Small Cap GrowthSmall Growth1.231.27693
Hartford Small Cap GrowthSmall Growth1.420.97693
Hartford Small Company A Small Growth3.081.39931
Hartford Small Company HLSmall Growth3.540.711,425
Hartford Small Company HLSmall Growth3.440.961,425
Small Growth Avg -1.161.401,007
S&P 500 9.89
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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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