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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Aberdeen Small Cap A LoadSmall Growth1.551.47132
Alger Capital AppreciatioLarge Growth9.911.261,924
Alger Capital AppreciatioLarge Growth9.911.261,924
Alger Capital AppreciatioLarge Growth9.352.051,924
Alger Capital AppreciatioLarge Growth9.382.021,924
Alger Capital AppreciatioLarge Growth10.051.192,983
Alger Capital AppreciatioLarge Growth9.691.692,983
Alger Capital AppreciatioLarge Growth10.120.96517
Alger Spectra ALarge Growth9.481.304,355
Alger Spectra A Load WaivLarge Growth9.481.304,355
AllianceBern Small Cap GrSmall Growth-1.081.341,593
AllianceBern Small Cap GrSmall Growth-0.891.071,593
AllianceBern Small Cap GrSmall Growth-1.562.121,593
AllianceBern Small Cap GrSmall Growth-1.552.081,593
AllianzGI NFJ Small-Cap VSmall Value5.941.177,742
AllianzGI NFJ Small-Cap VSmall Value5.941.187,742
AllianzGI NFJ Small-Cap VSmall Value5.461.927,742
AllianzGI NFJ Small-Cap VSmall Value5.441.927,742
AllianzGI NFJ Small-Cap VSmall Value5.961.177,742
AllianzGI NFJ Small-Cap VSmall Value5.781.427,742
Amana Growth InvestorLarge Growth7.471.092,009
American Beacon Lg Cap VaLarge Value9.300.3212,082
American Beacon Lg Cap VaLarge Value8.850.9312,082
American Beacon Mid Cap VMid-Cap Value7.600.73503
American Beacon Small Cp Small Value3.000.565,658
All Funds Avg 5.421.171,960
S&P 500 9.51
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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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