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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Core Opportunities ALarge Growth1.361.20232
AB Core Opportunities BLarge Growth1.381.41232
AB Core Opportunities CLarge Growth1.391.90232
AB Core Opportunities KLarge Growth1.401.15232
AB Core Opportunities RLarge Growth1.401.40232
AB Discovery Value AMid-Cap Value0.371.202,615
AB Discovery Value AdvisoMid-Cap Value0.360.902,615
AB Discovery Value KMid-Cap Value0.381.232,615
AB Growth AdvisorLarge Growth3.211.03679
Aberdeen US Small Cap EquSmall Growth-2.031.461,730
Aberdeen US Small Cap EquSmall Growth-2.052.151,730
Aberdeen US Small Cap EquSmall Growth-2.061.681,730
Adirondack Small CapSmall Value0.581.32288
Alger Capital AppreciatioLarge Growth3.991.222,471
Alger Capital AppreciatioLarge Growth3.942.042,471
Alger Capital AppreciatioLarge Growth3.991.982,471
Alger Capital AppreciatioLarge Growth4.011.123,213
Alger Capital AppreciatioLarge Growth4.011.613,213
Alger Growth & Income ALarge Blend1.421.14106
Alger Growth & Income CLarge Blend1.381.88106
Alger Spectra ALarge Growth3.961.215,098
AllianzGI NFJ Small-Cap VSmall Value-0.131.223,640
Amana Income InvestorLarge Blend1.211.141,289
American Century All Cap Large Growth3.241.001,020
American Century DiscipliLarge Growth2.421.03776
All Funds Avg 1.341.112,089
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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