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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Core Opportunities ALarge Growth-9.821.20146
AB Core Opportunities A LLarge Growth-9.821.20146
AB Core Opportunities AdvLarge Growth-9.790.90146
AB Core Opportunities ILarge Growth-9.800.90146
AB Core Opportunities KLarge Growth-9.811.15146
AllianzGI Focused Growth Large Growth-12.420.76679
AllianzGI Focused Growth Large Growth-12.410.86679
AllianzGI Health SciencesHealth-15.231.46176
AllianzGI Health SciencesHealth-15.231.46176
AllianzGI Health SciencesHealth-15.322.21176
American Century Zero CouLong Government6.210.55190
Aquila Three Peaks OpportMid-Cap Growth-9.871.55461
Aquila Three Peaks OpportMid-Cap Growth-9.871.55461
Aquila Three Peaks OpportMid-Cap Growth-9.922.25461
Aquila Three Peaks OpportMid-Cap Growth-9.851.41461
Aquila Three Peaks OpportMid-Cap Growth-9.821.25461
BMO Large-Cap Growth ILarge Growth-9.970.96194
Burnham Financial ServiceFinancial-12.381.80239
Burnham Financial ServiceFinancial-12.381.80239
Burnham Financial ServiceFinancial-12.462.55239
Columbia Disciplined GrowLarge Growth-12.001.24420
Columbia Disciplined GrowLarge Growth-12.001.24420
Columbia Disciplined GrowLarge Growth-11.920.78420
Columbia Disciplined GrowLarge Growth-11.931.06420
Columbia Disciplined GrowLarge Growth-11.931.24420
All Funds Avg -8.021.131,843
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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