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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth-0.361.06284
AB Core Opportunities A LLarge Growth-0.441.20155
AB Core Opportunities KLarge Growth-0.441.15155
AB Discovery Growth AdvisMid-Cap Growth1.170.812,384
AB Discovery Growth IMid-Cap Growth1.070.772,384
AB Small Cap Growth A LoaSmall Growth0.111.271,371
AB Small Cap Growth AdvisSmall Growth0.271.001,371
AB Small Cap Growth ISmall Growth0.300.911,371
AB Small Cap Growth KSmall Growth0.071.191,371
AB Small Cap Growth RSmall Growth-0.161.521,371
Adirondack Small CapSmall Value-7.461.37283
Alger Capital AppreciatioLarge Growth0.681.242,396
Alger Capital AppreciatioLarge Growth0.681.242,396
Alger Capital AppreciatioLarge Growth0.122.032,396
Alger Capital AppreciatioLarge Growth0.122.002,396
Alger Capital AppreciatioLarge Growth0.561.163,625
Alger Capital AppreciatioLarge Growth0.201.643,625
Alger Spectra ALarge Growth0.981.255,190
Alger Spectra A Load WaivLarge Growth0.981.255,190
AllianzGI NFJ Small-Cap VSmall Value-7.261.185,322
AllianzGI NFJ Small-Cap VSmall Value-7.271.185,322
American Beacon Small Cp Small Value-5.040.545,513
American Century All Cap Large Growth1.091.001,059
American Century FundamenLarge Blend-5.181.25244
American Century FundamenLarge Blend-5.181.25244
All Funds Avg -2.691.152,010
S&P 500 -3.89
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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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