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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AIM Charter ALarge Blend26.961.195,062
AIM Charter A Load WaivedLarge Blend26.961.165,062
AIM Charter BLarge Blend26.071.945,062
AIM Charter CLarge Blend26.091.945,062
AIM Mid Cap Core Equity AMid-Cap Blend25.391.252,130
AIM Mid Cap Core Equity AMid-Cap Blend25.391.212,130
AIM Mid Cap Core Equity BMid-Cap Blend24.582.002,130
AIM Mid Cap Core Equity CMid-Cap Blend24.562.002,130
AIM Real Estate AReal Estate21.251.431,149
AIM Real Estate A Load WaReal Estate21.251.301,149
AIM Real Estate BReal Estate20.422.181,149
AIM Real Estate CReal Estate20.402.181,149
Alger Capital AppreciatioLarge Growth43.091.35848
Alger Capital AppreciatioLarge Growth43.091.35848
Alger Capital AppreciatioLarge Growth41.752.09848
Alger Capital AppreciatioLarge Growth42.012.10848
Alger Capital AppreciatioLarge Growth42.581.18681
Alger Capital AppreciatioLarge Growth44.620.91253
Alger Spectra ALarge Growth48.731.53387
Alger Spectra A Load WaivLarge Growth48.731.53387
AllianceBern Utility IncoUtilities10.281.19160
AllianceBern Utility IncoUtilities10.640.96160
Allianz NFJ Small Cap ValSmall Value18.981.225,928
Allianz NFJ Small Cap ValSmall Value18.981.225,928
Allianz NFJ Small Cap ValSmall Value18.151.975,928
Domestic Stock Avg 27.781.401,647
S&P 500 21.22
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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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