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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Core Opportunities A LLarge Growth3.091.20180
AB Core Opportunities KLarge Growth3.121.15180
AB Core Opportunities RLarge Growth2.931.40180
AB Growth and Income A LoLarge Value4.880.951,654
AB Growth and Income AdviLarge Value4.840.651,654
AB Growth and Income KLarge Value4.910.901,654
Aberdeen US Small Cap EquSmall Growth13.781.46981
Aberdeen US Small Cap EquSmall Growth13.781.46981
Aberdeen US Small Cap EquSmall Growth13.322.15981
Aberdeen US Small Cap EquSmall Growth13.641.71981
Alger Capital AppreciatioLarge Growth0.891.232,530
Alger Capital AppreciatioLarge Growth0.891.232,530
Alger Capital AppreciatioLarge Growth0.422.012,530
Alger Capital AppreciatioLarge Growth0.421.992,530
Alger Capital AppreciatioLarge Growth1.021.123,749
Alger Capital AppreciatioLarge Growth0.791.613,749
Alger Spectra ALarge Growth0.351.195,462
Alger Spectra A Load WaivLarge Growth0.351.195,462
AllianzGI NFJ Small-Cap VSmall Value7.991.184,016
Amana Growth InvestorLarge Growth7.781.081,780
Amana Income InvestorLarge Blend10.891.121,343
American Beacon Holland LLarge Growth2.971.2494
American Century DiscipliLarge Growth5.271.02904
American Century Equity ILarge Value15.371.1911,193
American Century Equity ILarge Value15.371.1911,193
All Funds Avg 5.281.121,971
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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