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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Adams Harkness Small Cap Small Growth-1.491.8024
Alger Capital AppreciatioLarge Growth0.541.242,013
Alger Capital AppreciatioLarge Growth0.541.242,013
Alger Capital AppreciatioLarge Growth0.522.032,013
Alger Capital AppreciatioLarge Growth0.462.002,013
Alger Capital AppreciatioLarge Growth0.341.163,542
Alger Capital AppreciatioLarge Growth0.321.643,542
Alger Spectra ALarge Growth0.641.254,655
Alger Spectra A Load WaivLarge Growth0.641.254,655
AllianceBern Small Cap GrSmall Growth-1.561.001,452
AllianzGI NFJ Small-Cap VSmall Value-3.111.176,512
AllianzGI NFJ Small-Cap VSmall Value-3.111.176,512
AllianzGI NFJ Small-Cap VSmall Value-3.091.176,512
AllianzGI NFJ Small-Cap VSmall Value-3.131.426,512
Amana Growth InvestorLarge Growth-0.581.092,058
American Beacon Mid Cap VMid-Cap Value-1.550.65654
American Beacon Small Cp Small Value-2.780.545,524
American Century All Cap Large Growth0.431.001,096
American Century FundamenLarge Blend0.091.25248
American Century FundamenLarge Blend0.091.25248
American Century FundamenLarge Blend0.052.00248
American Century FundamenLarge Blend0.052.00248
American Century HeritageMid-Cap Growth0.401.255,697
American Century HeritageMid-Cap Growth0.362.005,697
American Century HeritageMid-Cap Growth0.431.005,697
All Funds Avg 0.141.162,110
S&P 500 -0.26
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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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