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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth6.380.99363
AB Core Opportunities ALarge Growth5.601.20248
AB Core Opportunities BLarge Growth5.591.41248
AB Core Opportunities CLarge Growth5.481.90248
AB Core Opportunities KLarge Growth5.611.15248
AB Core Opportunities RLarge Growth5.591.40248
AB Discovery Value AMid-Cap Value3.621.162,733
AB Discovery Value AdvisoMid-Cap Value3.630.892,733
AB Discovery Value KMid-Cap Value3.571.212,733
AB Growth ALarge Growth9.641.28717
AB Growth AdvisorLarge Growth9.681.03717
AB Growth KLarge Growth9.631.26717
Aberdeen US Small Cap EquSmall Growth0.331.461,844
Aberdeen US Small Cap EquSmall Growth0.242.151,844
Aberdeen US Small Cap EquSmall Growth0.291.681,844
Adirondack Small CapSmall Value2.691.32293
Alger Capital AppreciatioLarge Growth9.371.222,563
Alger Capital AppreciatioLarge Growth9.302.042,563
Alger Capital AppreciatioLarge Growth9.321.982,563
Alger Capital AppreciatioLarge Growth9.311.123,341
Alger Capital AppreciatioLarge Growth9.311.613,341
Alger Growth & Income ALarge Blend5.641.14110
Alger Growth & Income CLarge Blend5.541.88110
Alger Spectra ALarge Growth9.361.215,270
Amana Income InvestorLarge Blend5.871.141,331
All Funds Avg 3.811.112,177
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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