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Fund Name Morningstar
( % )
( % )
($ mil)
AB Concentrated Growth AdLarge Growth10.430.99389
AB Core Opportunities ALarge Growth7.291.14250
AB Core Opportunities BLarge Growth7.211.39250
AB Core Opportunities KLarge Growth7.291.13250
AB Core Opportunities RLarge Growth7.211.38250
AB Growth ALarge Growth13.431.28733
AB Growth AdvisorLarge Growth13.531.03733
AB Growth KLarge Growth13.421.26733
Aberdeen US Small Cap EquSmall Growth0.181.461,860
Aberdeen US Small Cap EquSmall Growth-0.072.151,860
Aberdeen US Small Cap EquSmall Growth0.031.681,860
Alger Capital AppreciatioLarge Growth13.311.222,638
Alger Capital AppreciatioLarge Growth13.211.123,322
Alger Capital AppreciatioLarge Growth13.061.613,322
Alger Growth & Income ALarge Blend7.501.14110
Alger Growth & Income CLarge Blend7.231.88110
Alger Spectra ALarge Growth13.211.215,328
AllianzGI NFJ Mid-Cap ValMid-Cap Value7.341.23655
AllianzGI NFJ Small-Cap VSmall Value3.411.223,399
Amana Income InvestorLarge Blend7.661.141,331
American Century DiscipliLarge Growth11.151.03819
American Century Equity ILarge Value4.891.1912,377
American Century Equity ILarge Value4.601.9412,377
American Century Equity ILarge Value4.950.9412,377
American Century Equity ILarge Value4.851.4412,377
All Funds Avg 5.391.112,144
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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