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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AB Discovery Growth AdvisMid-Cap Growth9.470.812,520
AB Discovery Growth IMid-Cap Growth9.440.772,520
AB Small Cap Growth A LoaSmall Growth8.651.271,526
AB Small Cap Growth AdvisSmall Growth8.771.001,526
AB Small Cap Growth ISmall Growth8.810.911,526
AB Small Cap Growth KSmall Growth8.661.191,526
AB Small Cap Growth RSmall Growth8.531.521,526
Adirondack Small CapSmall Value3.301.41291
Alger Capital AppreciatioLarge Growth8.381.242,251
Alger Capital AppreciatioLarge Growth8.381.242,251
Alger Capital AppreciatioLarge Growth8.082.032,251
Alger Capital AppreciatioLarge Growth8.052.002,251
Alger Capital AppreciatioLarge Growth8.131.164,022
Alger Capital AppreciatioLarge Growth7.911.644,022
Alger Spectra ALarge Growth8.561.255,274
Alger Spectra A Load WaivLarge Growth8.561.255,274
AllianzGI NFJ Small-Cap VSmall Value3.301.176,361
AllianzGI NFJ Small-Cap VSmall Value3.321.176,361
AllianzGI NFJ Small-Cap VSmall Value3.201.426,361
Amana Growth InvestorLarge Growth4.001.092,080
Amana Income InvestorLarge Blend2.471.141,528
American Beacon Mid Cap VMid-Cap Value5.460.65806
American Beacon Small Cp Small Value3.600.546,002
American Century All Cap Large Growth6.811.001,141
American Century FundamenLarge Blend3.191.25266
All Funds Avg 4.281.152,167
S&P 500 4.10
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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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