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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
13D Activist AMid-Cap Blend6.311.75288
13D Activist IMid-Cap Blend6.501.50288
1919 Financial Services AFinancial0.841.46208
1919 Financial Services CFinancial0.362.13208
1919 Financial Services IFinancial1.051.05208
AAM/Bahl & Gaynor Income Large Blend7.041.40487
AAM/Bahl & Gaynor Income Large Blend7.171.15487
AB Concentrated Growth AdLarge Growth13.570.99408
AB Core Opportunities ALarge Growth10.211.14250
AB Core Opportunities AdvLarge Growth10.410.88250
AB Core Opportunities BLarge Growth10.071.39250
AB Core Opportunities CLarge Growth9.751.88250
AB Core Opportunities ILarge Growth10.460.87250
AB Core Opportunities KLarge Growth10.181.13250
AB Core Opportunities RLarge Growth10.051.38250
AB Equity Income ALarge Value6.341.02628
AB Equity Income AdvisorLarge Value6.510.76628
AB Equity Income ILarge Value6.460.76628
AB Growth ALarge Growth19.091.28757
AB Growth AdvisorLarge Growth19.281.03757
AB Growth BLarge Growth18.502.08757
AB Growth CLarge Growth18.532.03757
AB Growth ILarge Growth19.390.94757
AB Growth KLarge Growth19.061.26757
AB Growth RLarge Growth18.831.59757
All Funds Avg 7.341.092,199
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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