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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth2.780.99340
AB Core Opportunities A LLarge Growth3.141.20183
AB Core Opportunities KLarge Growth3.121.15183
AB Core Opportunities RLarge Growth2.931.40183
AB Discovery Value AdvisoMid-Cap Value10.710.902,342
AB Growth ALarge Growth2.781.29691
AB Growth A Load WaivedLarge Growth2.781.29691
AB Growth AdvisorLarge Growth2.971.02691
AB Growth and Income AdviLarge Value3.170.651,605
AB Growth KLarge Growth2.781.26691
AB Growth RLarge Growth2.531.58691
Aberdeen US Small Cap EquSmall Growth10.231.461,107
Aberdeen US Small Cap EquSmall Growth10.231.461,107
Aberdeen US Small Cap EquSmall Growth9.632.151,107
Aberdeen US Small Cap EquSmall Growth9.991.711,107
Alger Capital AppreciatioLarge Growth2.031.232,499
Alger Capital AppreciatioLarge Growth2.031.232,499
Alger Capital AppreciatioLarge Growth1.462.012,499
Alger Capital AppreciatioLarge Growth1.451.992,499
Alger Capital AppreciatioLarge Growth2.191.123,686
Alger Capital AppreciatioLarge Growth1.821.613,686
Alger Growth & Income A LLarge Blend4.701.1598
Alger Spectra ALarge Growth0.701.195,392
Alger Spectra A Load WaivLarge Growth0.701.195,392
Amana Growth InvestorLarge Growth6.961.091,740
All Funds Avg 6.111.122,010
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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