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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth20.020.96434
AB Core Opportunities ALarge Growth17.941.14266
AB Core Opportunities KLarge Growth17.961.13266
AB Discovery Value AMid-Cap Value7.101.162,861
AB Discovery Value AdvisoMid-Cap Value7.310.892,861
AB Growth ALarge Growth26.511.24797
AB Growth AdvisorLarge Growth26.790.99797
AB Growth KLarge Growth26.491.26797
AB Growth RLarge Growth26.171.57797
AB Relative Value ALarge Value13.180.911,771
AB Relative Value AdvisorLarge Value13.260.641,771
AB Relative Value KLarge Value12.910.891,771
AB Relative Value RLarge Value12.821.141,771
Aberdeen US Small Cap EquSmall Growth8.151.461,969
Aberdeen US Small Cap EquSmall Growth7.522.151,969
Aberdeen US Small Cap EquSmall Growth7.831.681,969
Adirondack Small CapSmall Value8.531.29254
AIG Focused Alpha Large-CLarge Growth27.581.67636
AIG Focused Multi-Cap GroLarge Growth34.681.68584
Alger Capital AppreciatioLarge Growth25.631.123,584
Alger Growth & Income ALarge Blend14.831.14117
Alger Spectra ALarge Growth25.571.215,746
AllianzGI Mid-Cap AMid-Cap Growth19.581.13305
AllianzGI NFJ Mid-Cap ValMid-Cap Value22.391.21912
AllianzGI NFJ Mid-Cap ValMid-Cap Value21.701.96912
All Funds Avg 12.341.082,341
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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