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Fund Name Morningstar
( % )
( % )
($ mil)
13D Activist AMid-Cap Blend20.821.75340
13D Activist CMid-Cap Blend19.972.50340
13D Activist IMid-Cap Blend21.141.50340
1919 Financial Services AFinancial14.611.46249
1919 Financial Services CFinancial14.002.13249
1919 Financial Services IFinancial14.871.05249
AAM/Bahl & Gaynor Income Large Blend18.791.21559
AAM/Bahl & Gaynor Income Large Blend19.010.96559
AB Concentrated Growth AdLarge Growth22.670.96418
AB Core Opportunities ALarge Growth22.031.14274
AB Core Opportunities AdvLarge Growth22.330.88274
AB Core Opportunities BLarge Growth21.791.39274
AB Core Opportunities CLarge Growth21.161.88274
AB Core Opportunities ILarge Growth22.370.87274
AB Core Opportunities KLarge Growth22.011.13274
AB Core Opportunities RLarge Growth21.751.38274
AB Equity Income ALarge Value16.711.02660
AB Equity Income AdvisorLarge Value16.980.76660
AB Equity Income BLarge Value15.881.78660
AB Equity Income CLarge Value15.891.76660
AB Equity Income ILarge Value16.930.76660
AB Equity Income KLarge Value16.601.09660
AB Equity Income RLarge Value16.261.38660
AB Growth ALarge Growth33.691.24842
AB Growth AdvisorLarge Growth34.030.99842
All Funds Avg 13.881.082,402
S&P 500
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Ratings and total assets through month-end. YTD through previous close.
  Search Criteria Review   Little Funds with Big Returns    
      5-year Return   greater than or equal to   10 %
      Net Assets   less than or equal to   $1,000 mil
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