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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
13D Activist AMid-Cap Blend-0.091.75368
13D Activist CMid-Cap Blend-0.182.50368
13D Activist IMid-Cap Blend-0.091.50368
1919 Financial Services AFinancial3.351.46272
1919 Financial Services CFinancial3.222.13272
1919 Financial Services IFinancial3.361.05272
AAM/Bahl & Gaynor Income Large Blend1.701.21595
AAM/Bahl & Gaynor Income Large Blend1.561.96595
AAM/Bahl & Gaynor Income Large Blend1.720.96595
AB Concentrated Growth AdLarge Growth2.000.96430
AB Core Opportunities ALarge Growth1.781.09277
AB Core Opportunities AdvLarge Growth1.820.85277
AB Core Opportunities BLarge Growth1.711.28277
AB Core Opportunities CLarge Growth1.641.84277
AB Core Opportunities ILarge Growth1.800.83277
AB Core Opportunities KLarge Growth1.761.11277
AB Core Opportunities RLarge Growth1.731.36277
AB Equity Income ALarge Value1.070.98646
AB Equity Income AdvisorLarge Value1.090.73646
AB Equity Income BLarge Value0.941.74646
AB Equity Income CLarge Value0.981.73646
AB Equity Income ILarge Value1.110.75646
AB Equity Income KLarge Value1.071.08646
AB Equity Income RLarge Value1.011.39646
AB Growth ALarge Growth4.051.24864
All Funds Avg 0.621.072,444
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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