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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Alger Capital AppreciatioLarge Growth-1.381.261,718
Alger Capital AppreciatioLarge Growth-1.381.261,718
Alger Capital AppreciatioLarge Growth-1.592.051,718
Alger Capital AppreciatioLarge Growth-1.592.021,718
Alger Capital AppreciatioLarge Growth-1.241.192,567
Alger Capital AppreciatioLarge Growth-1.411.692,567
Alger Capital AppreciatioLarge Growth-1.050.96468
Alger Spectra ALarge Growth-2.061.303,850
Alger Spectra A Load WaivLarge Growth-2.061.303,850
AllianceBern ConcentratedLarge Growth-2.781.2327
AllianceBern Small Cap GrSmall Growth-4.701.341,578
AllianceBern Small Cap GrSmall Growth-4.611.071,578
AllianceBern Small Cap GrSmall Growth-4.902.121,578
AllianceBern Small Cap GrSmall Growth-4.922.081,578
AllianzGI NFJ Small-Cap VSmall Value0.361.187,770
AllianzGI NFJ Small-Cap VSmall Value0.361.187,770
AllianzGI NFJ Small-Cap VSmall Value0.161.937,770
AllianzGI NFJ Small-Cap VSmall Value0.161.937,770
AllianzGI NFJ Small-Cap VSmall Value0.351.187,770
AllianzGI NFJ Small-Cap VSmall Value0.291.437,770
Amana Growth InvestorLarge Growth1.501.111,957
Amana Income InvestorLarge Blend1.601.181,566
American Beacon Lg Cap VaLarge Value2.370.3211,400
American Beacon Lg Cap VaLarge Value2.180.9311,400
American Beacon Small Cp Small Value-0.390.565,435
All Funds Avg 0.271.191,905
S&P 500 1.35
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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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