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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Discovery Growth AdvisMid-Cap Growth6.910.812,247
AB Discovery Growth IMid-Cap Growth6.870.772,247
AB Small Cap Growth A LoaSmall Growth7.221.271,536
AB Small Cap Growth AdvisSmall Growth7.291.001,536
AB Small Cap Growth ISmall Growth7.330.911,536
AB Small Cap Growth KSmall Growth7.231.191,536
Adirondack Small CapSmall Value3.541.41269
Alger Capital AppreciatioLarge Growth5.801.242,167
Alger Capital AppreciatioLarge Growth5.801.242,167
Alger Capital AppreciatioLarge Growth5.522.032,167
Alger Capital AppreciatioLarge Growth5.502.002,167
Alger Capital AppreciatioLarge Growth5.441.163,883
Alger Capital AppreciatioLarge Growth5.291.643,883
Alger Spectra ALarge Growth6.021.255,065
Alger Spectra A Load WaivLarge Growth6.021.255,065
AllianzGI NFJ Small-Cap VSmall Value2.061.176,496
AllianzGI NFJ Small-Cap VSmall Value2.061.176,496
AllianzGI NFJ Small-Cap VSmall Value2.091.176,496
AllianzGI NFJ Small-Cap VSmall Value1.971.426,496
Amana Growth InvestorLarge Growth0.901.092,055
American Beacon Mid Cap VMid-Cap Value3.290.65766
American Beacon Small Cp Small Value2.610.545,912
American Century All Cap Large Growth4.701.001,125
American Century FundamenLarge Blend1.111.25259
American Century FundamenLarge Blend1.111.25259
All Funds Avg 4.281.152,169
S&P 500 1.67
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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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