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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Discovery Value AdvisoMid-Cap Value11.770.892,947
AB Growth ALarge Growth33.691.24842
AB Growth AdvisorLarge Growth34.030.99842
AB Growth BLarge Growth32.732.00842
AB Growth CLarge Growth32.772.01842
AB Growth KLarge Growth33.661.26842
AB Growth RLarge Growth33.281.57842
AB Relative Value ALarge Value17.330.911,777
AB Relative Value AdvisorLarge Value17.560.641,777
AB Relative Value KLarge Value17.270.891,777
AB Relative Value RLarge Value17.031.141,777
Aberdeen US Small Cap EquSmall Growth9.541.462,003
Aberdeen US Small Cap EquSmall Growth8.802.152,003
Aberdeen US Small Cap EquSmall Growth9.171.682,003
Adirondack Small CapSmall Value9.111.29252
AIG Focused Multi-Cap GroLarge Growth38.031.68603
Alger Growth & Income ALarge Blend19.911.14120
Alger Spectra ALarge Growth30.551.215,911
AllianzGI Mid-Cap AMid-Cap Growth23.801.13311
AllianzGI Mid-Cap RMid-Cap Growth23.100.65311
AllianzGI NFJ Mid-Cap ValMid-Cap Value26.371.211,011
AllianzGI NFJ Mid-Cap ValMid-Cap Value25.481.961,011
AllianzGI NFJ Mid-Cap ValMid-Cap Value26.101.461,011
Amana Growth InvestorLarge Growth28.381.091,688
Amana Income InvestorLarge Blend19.991.121,418
All Funds Avg 13.881.082,402
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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