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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Concentrated Growth AdLarge Growth13.570.99408
AB Core Opportunities ALarge Growth10.211.14250
AB Core Opportunities KLarge Growth10.181.13250
AB Growth ALarge Growth19.091.28757
AB Growth AdvisorLarge Growth19.281.03757
AB Growth KLarge Growth19.061.26757
AB Growth RLarge Growth18.831.59757
AB Relative Value ALarge Value5.780.911,675
AB Relative Value AdvisorLarge Value5.910.641,675
AB Relative Value KLarge Value5.640.891,675
Aberdeen US Small Cap EquSmall Growth-3.701.461,774
Aberdeen US Small Cap EquSmall Growth-4.122.151,774
Aberdeen US Small Cap EquSmall Growth-3.921.681,774
Adirondack Small CapSmall Value-0.851.29235
AIG Focused Multi-Cap GroLarge Growth25.401.68547
Alger Capital AppreciatioLarge Growth19.741.222,690
Alger Capital AppreciatioLarge Growth19.581.123,447
Alger Growth & Income ALarge Blend9.341.14113
Alger Growth & Income CLarge Blend8.821.88113
Alger Spectra ALarge Growth19.511.215,519
AllianzGI Mid-Cap AMid-Cap Growth12.051.13288
AllianzGI Mid-Cap RMid-Cap Growth11.551.38288
AllianzGI NFJ Mid-Cap ValMid-Cap Value14.721.23811
AllianzGI NFJ Mid-Cap ValMid-Cap Value14.571.48811
Amana Income InvestorLarge Blend7.641.121,299
All Funds Avg 7.341.092,199
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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