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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Core Opportunities ALarge Growth6.451.20210
AB Core Opportunities BLarge Growth6.351.41210
AB Core Opportunities CLarge Growth5.771.90210
AB Core Opportunities KLarge Growth6.461.15210
AB Core Opportunities RLarge Growth6.211.40210
AB Discovery Value AMid-Cap Value23.091.202,564
AB Discovery Value AdvisoMid-Cap Value23.330.902,564
AB Discovery Value KMid-Cap Value23.051.232,564
AB Growth AdvisorLarge Growth0.951.03665
AB Growth and Income AdviLarge Value9.500.651,664
AB Growth KLarge Growth0.741.26665
Aberdeen US Small Cap EquSmall Growth17.661.461,524
Aberdeen US Small Cap EquSmall Growth16.932.151,524
Aberdeen US Small Cap EquSmall Growth17.421.711,524
Adirondack Small CapSmall Value16.081.32283
Alger Capital AppreciatioLarge Growth-1.441.232,384
Alger Capital AppreciatioLarge Growth-2.122.012,384
Alger Capital AppreciatioLarge Growth-2.171.992,384
Alger Capital AppreciatioLarge Growth-1.251.123,418
Alger Capital AppreciatioLarge Growth-1.661.613,418
Alger Growth & Income ALarge Blend7.311.1599
Alger Growth & Income CLarge Blend6.561.9099
Alger Spectra ALarge Growth-2.061.195,018
Amana Income InvestorLarge Blend7.801.141,273
American Century All Cap Large Growth1.861.00997
All Funds Avg 5.911.112,046
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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