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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AllianceBern Small Cap GrSmall Growth-2.941.341,582
AllianceBern Small Cap GrSmall Growth-2.941.341,582
AllianceBern Small Cap GrSmall Growth-2.771.071,582
AllianceBern Small Cap GrSmall Growth-2.891.211,582
AMG GW&K Small Cap Core ISmall Growth-3.781.37318
BMO Small-Cap Growth YSmall Growth-1.341.41802
ClearBridge Small Cap GroSmall Growth-6.531.213,558
ClearBridge Small Cap GroSmall Growth-6.551.243,558
ClearBridge Small Cap GroSmall Growth-6.551.243,558
ClearBridge Small Cap GroSmall Growth-6.561.273,558
Dreyfus Select Managers SSmall Growth-7.870.99470
DWS Small Cap Growth SSmall Growth-3.601.23125
Eagle Small Cap Growth A Small Growth-3.741.103,749
Eagle Small Cap Growth R6Small Growth-3.510.683,749
Eaton Vance Small-Cap A LSmall Growth0.441.36195
Eaton Vance Tx-Mgd Small-Small Growth0.591.27106
Emerald Growth A Load WaiSmall Growth-4.351.29250
Emerald Growth InvestorSmall Growth-4.361.34250
Franklin Small Cap GrowthSmall Growth0.491.201,987
Franklin Small Cap GrowthSmall Growth0.491.201,987
Franklin Small Cap GrowthSmall Growth0.670.901,987
Franklin Small Cap GrowthSmall Growth0.391.401,987
Goldman Sachs Sm Cap Gr ISmall Growth-1.051.3070
Goldman Sachs Sm Cap Gr ISmall Growth-0.911.0570
Hartford Small Cap GrowthSmall Growth-0.421.40621
Small Growth Avg -2.921.411,025
S&P 500 7.97
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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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