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Fund Name Morningstar
( % )
( % )
($ mil)
AB Core Opportunities ALarge Growth4.951.14245
AB Core Opportunities BLarge Growth4.921.39245
AB Core Opportunities KLarge Growth4.911.13245
AB Core Opportunities RLarge Growth4.921.38245
AB Discovery Value AdvisoMid-Cap Value-0.680.892,781
AB Growth ALarge Growth9.811.28713
AB Growth AdvisorLarge Growth9.881.03713
AB Growth KLarge Growth9.801.26713
Aberdeen US Small Cap EquSmall Growth-3.701.461,780
Aberdeen US Small Cap EquSmall Growth-3.882.151,780
Aberdeen US Small Cap EquSmall Growth-3.781.681,780
Alger Capital AppreciatioLarge Growth9.671.222,550
Alger Capital AppreciatioLarge Growth9.581.123,265
Alger Capital AppreciatioLarge Growth9.521.613,265
Alger Growth & Income ALarge Blend5.321.14108
Alger Growth & Income CLarge Blend5.121.88108
Alger Spectra ALarge Growth9.541.215,210
AllianzGI NFJ Small-Cap VSmall Value-0.341.223,426
Amana Income InvestorLarge Blend6.041.141,326
American Century DiscipliLarge Growth7.621.03801
American Century Equity ILarge Value3.301.1912,248
American Century Equity ILarge Value3.131.9412,248
American Century Equity ILarge Value3.360.9412,248
American Century Equity ILarge Value3.251.4412,248
American Century Growth ALarge Growth8.721.237,462
All Funds Avg 3.551.112,188
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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