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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Alger Capital AppreciatioLarge Growth13.911.262,027
Alger Capital AppreciatioLarge Growth13.911.262,027
Alger Capital AppreciatioLarge Growth13.082.052,027
Alger Capital AppreciatioLarge Growth13.162.022,027
Alger Capital AppreciatioLarge Growth14.031.193,494
Alger Capital AppreciatioLarge Growth13.551.693,494
Alger Capital AppreciatioLarge Growth14.600.96531
Alger Spectra ALarge Growth13.021.304,651
Alger Spectra A Load WaivLarge Growth13.021.304,651
AllianceBern Small Cap GrSmall Growth-2.531.271,522
AllianceBern Small Cap GrSmall Growth-2.271.001,522
AllianzGI NFJ Small-Cap VSmall Value1.301.177,048
AllianzGI NFJ Small-Cap VSmall Value1.301.177,048
AllianzGI NFJ Small-Cap VSmall Value1.291.177,048
AllianzGI NFJ Small-Cap VSmall Value1.051.427,048
Amana Growth InvestorLarge Growth15.061.092,101
American Beacon Lg Cap VaLarge Value11.100.3211,627
American Beacon Mid Cap VMid-Cap Value7.520.73637
American Beacon Small Cp Small Value2.660.565,597
American Century All Cap Large Growth9.911.001,119
American Century Growth ILarge Growth11.730.9710,157
American Century HeritageMid-Cap Growth7.891.255,842
American Century HeritageMid-Cap Growth8.161.005,842
American Century Mid Cap Mid-Cap Value14.731.006,273
American Century Small CaSmall Value0.801.221,953
All Funds Avg 5.841.162,149
S&P 500 13.98
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Ratings and total assets through month-end. YTD through previous close.
  Search Criteria Review   Long-Term Winners    
      Fund Group   equal to   Domestic Stock
      Manager Tenure   greater than or equal to   5 years
      Minimum Initial Purchase   less than or equal to   $ 10000
      Star Rating   equal to   4 or 5
      10-year Return   greater than or equal to   S&P 500
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