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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AIM Charter ALarge Blend26.961.195,079
AIM Charter A Load WaivedLarge Blend26.961.165,079
AIM Charter BLarge Blend26.071.945,079
AIM Charter CLarge Blend26.091.945,079
AIM Mid Cap Core Equity AMid-Cap Blend25.081.252,127
AIM Mid Cap Core Equity AMid-Cap Blend25.081.212,127
AIM Mid Cap Core Equity BMid-Cap Blend24.212.002,127
AIM Mid Cap Core Equity CMid-Cap Blend24.262.002,127
AIM Real Estate AReal Estate21.251.431,141
AIM Real Estate A Load WaReal Estate21.251.301,141
AIM Real Estate BReal Estate20.422.181,141
AIM Real Estate CReal Estate20.402.181,141
Alger Capital AppreciatioLarge Growth43.091.35845
Alger Capital AppreciatioLarge Growth43.091.35845
Alger Capital AppreciatioLarge Growth41.752.09845
Alger Capital AppreciatioLarge Growth42.012.10845
Alger Capital AppreciatioLarge Growth42.581.18678
Alger Capital AppreciatioLarge Growth43.960.91252
Alger Spectra ALarge Growth48.731.53386
Alger Spectra A Load WaivLarge Growth48.731.53386
AllianceBern Utility IncoUtilities10.281.19160
AllianceBern Utility IncoUtilities10.640.96160
Allianz NFJ Small Cap ValSmall Value18.981.225,917
Allianz NFJ Small Cap ValSmall Value18.981.225,917
Allianz NFJ Small Cap ValSmall Value18.151.975,917
Domestic Stock Avg 27.171.401,644
S&P 500 20.83
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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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