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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Aberdeen US Equity A LoadLarge Growth14.131.15413
Alger Capital AppreciatioLarge Growth13.941.291,510
Alger Capital AppreciatioLarge Growth13.941.291,510
Alger Capital AppreciatioLarge Growth13.622.111,510
Alger Capital AppreciatioLarge Growth13.662.071,510
Alger Capital AppreciatioLarge Growth13.861.192,162
Alger Capital AppreciatioLarge Growth13.621.692,162
Alger Capital AppreciatioLarge Growth14.130.96410
Alger Small Cap Growth A Small Growth14.101.40248
Alger Small Cap Growth I-Small Growth14.290.96493
Alger Small Cap Growth InSmall Growth14.211.23985
Alger Spectra ALarge Growth13.781.492,783
Alger Spectra A Load WaivLarge Growth13.781.492,783
AllianceBern Small Cap GrSmall Growth14.161.331,298
AllianceBern Small Cap GrSmall Growth14.291.051,298
AllianzGI NFJ Small-Cap VSmall Value14.981.187,824
AllianzGI NFJ Small-Cap VSmall Value14.981.187,824
AllianzGI NFJ Small-Cap VSmall Value14.641.937,824
AllianzGI NFJ Small-Cap VSmall Value14.631.937,824
AllianzGI NFJ Small-Cap VSmall Value14.981.187,824
AllianzGI NFJ Small-Cap VSmall Value14.861.437,824
Amana GrowthLarge Growth8.781.132,215
Amana IncomeLarge Blend16.001.201,460
American Beacon Lg Cap VaLarge Value18.940.339,823
American Beacon Lg Cap VaLarge Value18.650.969,823
All Funds Avg 9.211.201,910
S&P 500 16.67
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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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