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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Discovery Growth AMid-Cap Growth8.010.972,260
AB Discovery Growth AdvisMid-Cap Growth8.120.742,260
AB Growth ALarge Growth5.341.24889
AB Growth AdvisorLarge Growth5.420.99889
AB Growth BLarge Growth5.112.00889
AB Growth CLarge Growth5.112.01889
AB Growth KLarge Growth5.321.26889
AB Growth RLarge Growth5.241.57889
AB Small Cap Growth ASmall Growth7.801.171,529
AB Small Cap Growth AdvisSmall Growth7.890.931,529
AB Small Cap Growth KSmall Growth7.821.201,529
AB Small Cap Growth RSmall Growth7.661.511,529
AIG Focused Multi-Cap GroLarge Growth6.001.66613
Alger Capital AppreciatioLarge Growth4.781.143,617
Alger Growth & Income ALarge Blend-1.881.19117
Alger Spectra ALarge Growth4.861.286,039
AllianzGI NFJ Mid-Cap ValMid-Cap Value-1.981.211,176
AllianzGI NFJ Mid-Cap ValMid-Cap Value-2.171.961,176
AllianzGI NFJ Mid-Cap ValMid-Cap Value-2.041.461,176
American Century Equity ILarge Value-2.531.1611,661
American Century Equity ILarge Value-2.480.9111,661
American Century Equity ILarge Value-2.711.4111,661
American Century Income aLarge Value0.520.922,215
American Century Income aLarge Value0.570.672,215
American Century Mid Cap Mid-Cap Value-1.001.238,477
All Funds Avg 0.381.062,426
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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