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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Core Opportunities A LLarge Growth-7.801.20148
AB Core Opportunities BLarge Growth-7.771.41148
AB Core Opportunities CLarge Growth-7.891.90148
AB Core Opportunities KLarge Growth-7.801.15148
AB Core Opportunities RLarge Growth-7.881.40148
AB Growth and Income ALarge Value-7.320.952,540
AB Growth and Income A LoLarge Value-7.320.952,540
AB Growth and Income AdviLarge Value-7.260.652,540
AB Growth and Income BLarge Value-7.301.652,540
AB Growth and Income CLarge Value-7.321.652,540
AB Growth and Income KLarge Value-7.180.902,540
AB Growth and Income RLarge Value-7.411.152,540
Aberdeen Small Cap ASmall Growth-4.411.46415
Aberdeen Small Cap A LoadSmall Growth-4.411.46415
Aberdeen Small Cap CSmall Growth-4.452.15415
Aberdeen Small Cap RSmall Growth-4.411.71415
Adirondack Small CapSmall Value-9.651.37262
Alger Capital AppreciatioLarge Growth-8.881.232,284
Alger Capital AppreciatioLarge Growth-8.881.232,284
Alger Capital AppreciatioLarge Growth-8.922.012,284
Alger Capital AppreciatioLarge Growth-9.001.992,284
Alger Capital AppreciatioLarge Growth-8.871.123,380
Alger Capital AppreciatioLarge Growth-8.901.613,380
Alger Spectra ALarge Growth-9.161.195,018
Alger Spectra A Load WaivLarge Growth-9.161.195,018
All Funds Avg -5.611.131,880
S&P 500
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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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