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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth6.271.06273
AB Core Opportunities A LLarge Growth5.741.20166
AB Core Opportunities KLarge Growth5.701.15166
AB Discovery Growth AdvisMid-Cap Growth9.570.812,551
AB Discovery Growth IMid-Cap Growth9.440.772,551
AB Small Cap Growth A LoaSmall Growth9.731.271,536
AB Small Cap Growth AdvisSmall Growth9.891.001,536
AB Small Cap Growth ISmall Growth9.900.911,536
AB Small Cap Growth KSmall Growth9.701.191,536
AB Small Cap Growth RSmall Growth9.481.521,536
Adirondack Small CapSmall Value-2.081.37291
Alger Capital AppreciatioLarge Growth9.451.242,546
Alger Capital AppreciatioLarge Growth9.451.242,546
Alger Capital AppreciatioLarge Growth8.952.032,546
Alger Capital AppreciatioLarge Growth8.982.002,546
Alger Capital AppreciatioLarge Growth9.281.163,902
Alger Capital AppreciatioLarge Growth8.961.643,902
Alger Spectra ALarge Growth9.721.255,552
Alger Spectra A Load WaivLarge Growth9.721.255,552
AllianzGI NFJ Small-Cap VSmall Value-1.831.175,754
AllianzGI NFJ Small-Cap VSmall Value-1.831.175,754
American Century All Cap Large Growth8.531.001,144
American Century FundamenLarge Blend2.041.25264
American Century FundamenLarge Blend2.041.25264
American Century FundamenLarge Blend1.592.00264
All Funds Avg 2.481.142,111
S&P 500 3.35
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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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