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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth3.220.99343
AB Growth A Load WaivedLarge Growth4.591.29706
AB Growth AdvisorLarge Growth4.751.02706
AB Growth and Income AdviLarge Value4.660.651,636
AB Growth CLarge Growth4.082.04706
AB Growth KLarge Growth4.601.26706
AB Growth RLarge Growth4.371.58706
Aberdeen US Small Cap EquSmall Growth12.061.461,056
Aberdeen US Small Cap EquSmall Growth12.061.461,056
Aberdeen US Small Cap EquSmall Growth11.542.151,056
Aberdeen US Small Cap EquSmall Growth11.841.711,056
Alger Capital AppreciatioLarge Growth1.441.232,510
Alger Capital AppreciatioLarge Growth1.441.232,510
Alger Capital AppreciatioLarge Growth0.912.012,510
Alger Capital AppreciatioLarge Growth0.911.992,510
Alger Capital AppreciatioLarge Growth1.591.123,710
Alger Capital AppreciatioLarge Growth1.281.613,710
Alger Growth & Income ALarge Blend5.111.1599
Alger Growth & Income A LLarge Blend5.111.1599
Alger Growth & Income CLarge Blend4.581.9099
Alger Spectra ALarge Growth0.941.195,414
Alger Spectra A Load WaivLarge Growth0.941.195,414
Amana Growth InvestorLarge Growth7.911.091,767
Amana Income InvestorLarge Blend10.981.141,339
American Century DiscipliLarge Growth6.421.02811
All Funds Avg 6.881.122,016
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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