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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AllianceBern Small Cap GrSmall Growth-2.101.341,571
AllianceBern Small Cap GrSmall Growth-2.101.341,571
AllianceBern Small Cap GrSmall Growth-1.881.071,571
AllianceBern Small Cap GrSmall Growth-2.041.211,571
American Beacon Stephens Small Growth-4.851.35699
AMG GW&K Small Cap Core ISmall Growth-4.271.37362
ASTON/LMCG Small Cap GrowSmall Growth2.891.3542
BlackRock Small Cap GrowtSmall Growth-1.781.14813
ClearBridge Small Cap GroSmall Growth-3.441.213,698
ClearBridge Small Cap GroSmall Growth-3.491.243,698
ClearBridge Small Cap GroSmall Growth-3.491.243,698
ClearBridge Small Cap GroSmall Growth-3.471.273,698
Deutsche Small Cap GrowthSmall Growth-1.131.23123
Eagle Small Cap Growth R5Small Growth0.530.773,803
Eaton Vance Small-Cap A LSmall Growth1.051.36193
Eaton Vance Tx-Mgd Small-Small Growth1.061.27107
Emerald Growth A Load WaiSmall Growth-1.831.29265
Emerald Growth InvestorSmall Growth-1.841.34265
Franklin Small Cap GrowthSmall Growth-0.111.202,199
Franklin Small Cap GrowthSmall Growth-0.111.202,199
Franklin Small Cap GrowthSmall Growth-0.221.402,199
Goldman Sachs Sm Cap Gr ISmall Growth0.161.3071
Goldman Sachs Sm Cap Gr ISmall Growth0.361.0571
Hartford Small Cap GrowthSmall Growth-1.511.40677
Hartford Small Cap GrowthSmall Growth-1.281.04677
Small Growth Avg -2.251.40996
S&P 500 8.93
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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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