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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Al Frank InvLarge Value8.001.4995
Alger Capital AppreciatioLarge Growth11.151.261,956
Alger Capital AppreciatioLarge Growth11.151.261,956
Alger Capital AppreciatioLarge Growth10.562.051,956
Alger Capital AppreciatioLarge Growth10.582.021,956
Alger Capital AppreciatioLarge Growth11.401.193,040
Alger Capital AppreciatioLarge Growth11.011.693,040
Alger Capital AppreciatioLarge Growth11.420.96526
Alger Spectra ALarge Growth10.791.304,436
Alger Spectra A Load WaivLarge Growth10.791.304,436
AllianceBern Small Cap GrSmall Growth-1.191.341,581
AllianceBern Small Cap GrSmall Growth-1.191.341,581
AllianceBern Small Cap GrSmall Growth-0.991.071,581
AllianceBern Small Cap GrSmall Growth-1.742.121,581
AllianceBern Small Cap GrSmall Growth-1.722.081,581
AllianzGI NFJ Small-Cap VSmall Value4.131.177,461
AllianzGI NFJ Small-Cap VSmall Value4.131.177,461
AllianzGI NFJ Small-Cap VSmall Value3.601.927,461
AllianzGI NFJ Small-Cap VSmall Value3.601.927,461
AllianzGI NFJ Small-Cap VSmall Value4.151.177,461
AllianzGI NFJ Small-Cap VSmall Value3.941.427,461
Amana Growth InvestorLarge Growth8.721.092,015
American Beacon Lg Cap VaLarge Value10.400.3211,996
American Beacon Lg Cap VaLarge Value9.900.9311,996
American Beacon Mid Cap VMid-Cap Value6.910.73526
All Funds Avg 4.761.172,000
S&P 500 10.39
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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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