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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Adams Harkness Small Cap Small Growth5.181.8025
Alger Capital AppreciatioLarge Growth5.261.242,121
Alger Capital AppreciatioLarge Growth5.261.242,121
Alger Capital AppreciatioLarge Growth5.122.032,121
Alger Capital AppreciatioLarge Growth5.102.002,121
Alger Capital AppreciatioLarge Growth4.991.163,774
Alger Capital AppreciatioLarge Growth4.931.643,774
Alger Spectra ALarge Growth5.261.254,975
Alger Spectra A Load WaivLarge Growth5.261.254,975
AllianzGI NFJ Small-Cap VSmall Value1.861.176,654
AllianzGI NFJ Small-Cap VSmall Value1.861.176,654
AllianzGI NFJ Small-Cap VSmall Value1.901.176,654
AllianzGI NFJ Small-Cap VSmall Value1.821.426,654
Amana Growth InvestorLarge Growth3.271.092,124
American Beacon Mid Cap VMid-Cap Value3.410.65698
American Beacon Small Cp Small Value1.750.545,778
American Century All Cap Large Growth5.591.001,149
American Century FundamenLarge Blend2.501.25260
American Century FundamenLarge Blend2.501.25260
American Century FundamenLarge Blend2.342.00260
American Century FundamenLarge Blend2.342.00260
American Century HeritageMid-Cap Growth7.021.256,018
American Century HeritageMid-Cap Growth6.892.006,018
American Century HeritageMid-Cap Growth7.061.006,018
American Century Mid Cap Mid-Cap Value1.701.256,669
All Funds Avg 2.731.152,138
S&P 500 2.57
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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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