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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Alger Capital AppreciatioLarge Growth5.151.261,848
Alger Capital AppreciatioLarge Growth5.151.261,848
Alger Capital AppreciatioLarge Growth4.452.051,848
Alger Capital AppreciatioLarge Growth4.502.021,848
Alger Capital AppreciatioLarge Growth5.421.192,918
Alger Capital AppreciatioLarge Growth4.981.692,918
Alger Capital AppreciatioLarge Growth5.720.96489
Alger Spectra ALarge Growth4.451.304,232
Alger Spectra A Load WaivLarge Growth4.451.304,232
AllianceBern ConcentratedLarge Growth3.681.06100
AllianceBern Small Cap GrSmall Growth-6.991.271,477
AllianceBern Small Cap GrSmall Growth-6.771.001,477
AllianzGI NFJ Small-Cap VSmall Value-1.361.176,962
AllianzGI NFJ Small-Cap VSmall Value-1.361.176,962
AllianzGI NFJ Small-Cap VSmall Value-1.951.926,962
AllianzGI NFJ Small-Cap VSmall Value-1.941.926,962
AllianzGI NFJ Small-Cap VSmall Value-1.371.176,962
AllianzGI NFJ Small-Cap VSmall Value-1.581.426,962
American Beacon Lg Cap VaLarge Value3.970.3210,925
American Beacon Mid Cap VMid-Cap Value0.890.73601
American Beacon Small Cp Small Value-3.280.565,295
American Century All Cap Large Growth2.241.001,048
American Century Equity GLarge Blend5.170.673,300
American Century HeritageMid-Cap Growth-0.411.255,499
American Century HeritageMid-Cap Growth-0.201.005,499
All Funds Avg 1.901.171,941
S&P 500 5.97
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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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