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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Growth ALarge Growth4.051.24864
AB Growth AdvisorLarge Growth4.090.99864
AB Growth KLarge Growth4.041.26864
AB Growth RLarge Growth4.011.57864
AB Relative Value ALarge Value1.200.871,759
AB Relative Value AdvisorLarge Value1.020.621,759
AB Relative Value KLarge Value1.040.871,759
AB Relative Value RLarge Value1.051.131,759
AB Small Cap Growth ASmall Growth4.751.171,477
AB Small Cap Growth AdvisSmall Growth4.780.931,477
AB Small Cap Growth KSmall Growth4.751.201,477
AB Small Cap Growth RSmall Growth4.691.511,477
Aberdeen US Small Cap EquSmall Growth-3.441.381,872
Adirondack Small CapSmall Value-1.301.29258
AIG Focused Multi-Cap GroLarge Growth7.891.66622
Alger Growth & Income ALarge Blend2.071.19123
Alger Spectra ALarge Growth5.441.286,123
AllianzGI NFJ Mid-Cap ValMid-Cap Value-0.101.211,140
AllianzGI NFJ Mid-Cap ValMid-Cap Value-0.191.961,140
AllianzGI NFJ Mid-Cap ValMid-Cap Value-0.151.461,140
American Beacon Mid-Cap VMid-Cap Value-0.820.55831
American Beacon Mid-Cap VMid-Cap Value-0.801.09831
American Century Equity ILarge Value-0.791.1612,143
American Century Equity ILarge Value-0.790.9112,143
American Century Income aLarge Value2.600.672,279
All Funds Avg 0.621.072,444
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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