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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth12.350.99395
AB Core Opportunities ALarge Growth7.831.14253
AB Core Opportunities BLarge Growth7.751.39253
AB Core Opportunities KLarge Growth7.831.13253
AB Core Opportunities RLarge Growth7.771.38253
AB Growth ALarge Growth16.971.28750
AB Growth AdvisorLarge Growth17.091.03750
AB Growth KLarge Growth16.951.26750
AB Growth RLarge Growth16.831.59750
AB Relative Value AdvisorLarge Value3.760.641,664
Aberdeen US Small Cap EquSmall Growth-2.241.461,805
Aberdeen US Small Cap EquSmall Growth-2.532.151,805
Aberdeen US Small Cap EquSmall Growth-2.411.681,805
Adirondack Small CapSmall Value1.081.32278
AIG Focused Multi-Cap GroLarge Growth16.421.68513
Alger Capital AppreciatioLarge Growth16.501.222,705
Alger Capital AppreciatioLarge Growth16.241.123,381
Alger Capital AppreciatioLarge Growth16.071.613,381
Alger Growth & Income ALarge Blend8.191.14110
Alger Growth & Income CLarge Blend7.881.88110
Alger Spectra ALarge Growth16.271.215,450
AllianzGI NFJ Mid-Cap ValMid-Cap Value12.361.23682
AllianzGI NFJ Small-Cap VSmall Value0.341.223,220
Amana Income InvestorLarge Blend7.211.141,318
American Century DiscipliLarge Growth11.301.03799
All Funds Avg 6.481.102,153
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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