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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Core Opportunities A LLarge Growth-2.971.20171
AB Core Opportunities BLarge Growth-3.021.41171
AB Core Opportunities CLarge Growth-3.271.90171
AB Core Opportunities KLarge Growth-2.951.15171
AB Core Opportunities RLarge Growth-3.111.40171
AB Growth and Income A LoLarge Value-1.500.951,562
AB Growth and Income AdviLarge Value-1.680.651,562
AB Growth and Income KLarge Value-1.510.901,562
AB Growth and Income RLarge Value-1.711.151,562
Aberdeen US Small Cap EquSmall Growth6.761.46822
Aberdeen US Small Cap EquSmall Growth6.761.46822
Aberdeen US Small Cap EquSmall Growth6.412.15822
Aberdeen US Small Cap EquSmall Growth6.621.71822
Alger Capital AppreciatioLarge Growth-5.751.232,393
Alger Capital AppreciatioLarge Growth-5.751.232,393
Alger Capital AppreciatioLarge Growth-6.072.012,393
Alger Capital AppreciatioLarge Growth-6.101.992,393
Alger Capital AppreciatioLarge Growth-5.661.123,548
Alger Capital AppreciatioLarge Growth-5.841.613,548
Alger Spectra ALarge Growth-6.221.195,179
Alger Spectra A Load WaivLarge Growth-6.221.195,179
AllianzGI NFJ Small-Cap VSmall Value1.951.183,988
AllianzGI NFJ Small-Cap VSmall Value1.801.433,988
Amana Income InvestorLarge Blend4.071.121,267
American Beacon Holland LLarge Growth-3.871.2490
All Funds Avg 3.771.131,964
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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