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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth14.790.99407
AB Growth ALarge Growth17.651.28755
AB Growth AdvisorLarge Growth17.811.03755
AB Growth KLarge Growth17.641.26755
AB Growth RLarge Growth17.471.59755
AB Relative Value ALarge Value5.050.911,679
AB Relative Value AdvisorLarge Value5.020.641,679
AB Relative Value KLarge Value4.910.891,679
AB Small Cap Growth AdvisSmall Growth15.311.011,245
Aberdeen US Small Cap EquSmall Growth0.271.461,873
Aberdeen US Small Cap EquSmall Growth-0.072.151,873
Aberdeen US Small Cap EquSmall Growth0.101.681,873
Adirondack Small CapSmall Value2.241.29250
AIG Focused Multi-Cap GroLarge Growth20.711.68527
Alger Capital AppreciatioLarge Growth16.901.222,705
Alger Capital AppreciatioLarge Growth16.851.123,420
Alger Capital AppreciatioLarge Growth16.571.613,420
Alger Growth & Income ALarge Blend9.401.14110
Alger Growth & Income CLarge Blend9.001.88110
Alger Spectra ALarge Growth16.871.215,458
AllianzGI Mid-Cap AMid-Cap Growth12.651.13294
AllianzGI Mid-Cap RMid-Cap Growth12.161.38294
AllianzGI NFJ Mid-Cap ValMid-Cap Value14.981.23756
AllianzGI NFJ Mid-Cap ValMid-Cap Value14.571.98756
AllianzGI NFJ Mid-Cap ValMid-Cap Value14.861.48756
All Funds Avg 7.751.102,169
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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