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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Alger Capital AppreciatioLarge Growth8.811.261,917
Alger Capital AppreciatioLarge Growth8.811.261,917
Alger Capital AppreciatioLarge Growth8.082.051,917
Alger Capital AppreciatioLarge Growth8.112.021,917
Alger Capital AppreciatioLarge Growth9.031.193,048
Alger Capital AppreciatioLarge Growth8.601.693,048
Alger Capital AppreciatioLarge Growth9.370.96505
Alger Spectra ALarge Growth7.941.304,397
Alger Spectra A Load WaivLarge Growth7.941.304,397
AllianceBern ConcentratedLarge Growth7.241.06104
AllianceBern Small Cap GrSmall Growth-3.721.271,521
AllianceBern Small Cap GrSmall Growth-3.491.001,521
AllianzGI NFJ Small-Cap VSmall Value1.061.177,119
AllianzGI NFJ Small-Cap VSmall Value1.061.177,119
AllianzGI NFJ Small-Cap VSmall Value0.471.927,119
AllianzGI NFJ Small-Cap VSmall Value0.481.927,119
AllianzGI NFJ Small-Cap VSmall Value1.081.177,119
AllianzGI NFJ Small-Cap VSmall Value0.851.427,119
American Beacon Lg Cap VaLarge Value7.340.3211,271
American Beacon Mid Cap VMid-Cap Value4.310.73617
American Beacon Small Cp Small Value0.890.565,512
American Century All Cap Large Growth6.651.001,091
American Century HeritageMid-Cap Growth3.801.255,696
American Century HeritageMid-Cap Growth4.001.005,696
American Century Mid Cap Mid-Cap Value11.141.006,040
All Funds Avg 3.531.171,937
S&P 500 9.70
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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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