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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth9.690.96430
AB Discovery Growth AMid-Cap Growth21.180.972,535
AB Discovery Growth AdvisMid-Cap Growth21.330.742,535
AB Discovery Growth KMid-Cap Growth21.191.112,535
AB Discovery Growth RMid-Cap Growth20.961.372,535
AB Discovery Value AdvisoSmall Value4.850.873,288
AB Growth ALarge Growth13.971.24972
AB Growth AdvisorLarge Growth14.100.99972
AB Growth BLarge Growth13.582.00972
AB Growth CLarge Growth13.582.01972
AB Growth KLarge Growth13.931.26972
AB Growth RLarge Growth13.781.57972
AB Small Cap Growth ASmall Growth21.971.171,759
AB Small Cap Growth AdvisSmall Growth22.110.931,759
AB Small Cap Growth KSmall Growth22.011.201,759
AB Small Cap Growth RSmall Growth21.741.511,759
AIG Focused Multi-Cap GroLarge Growth16.051.66690
Alger Capital AppreciatioLarge Growth13.201.143,866
Alger Growth & Income ALarge Blend1.931.19116
Alger Spectra ALarge Growth13.811.286,496
AllianzGI NFJ Mid-Cap ValMid-Cap Value-1.791.211,241
AllianzGI NFJ Mid-Cap ValMid-Cap Value-2.101.961,241
AllianzGI NFJ Mid-Cap ValMid-Cap Value-1.901.461,241
American Beacon Mid-Cap VMid-Cap Value-1.930.55857
American Beacon Mid-Cap VMid-Cap Value-1.821.09857
All Funds Avg 3.131.062,435
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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