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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
AIM Charter ALarge Blend25.061.194,973
AIM Charter A Load WaivedLarge Blend25.061.164,973
AIM Charter BLarge Blend24.201.944,973
AIM Charter CLarge Blend24.131.944,973
AIM Mid Cap Core Equity AMid-Cap Blend23.901.252,083
AIM Mid Cap Core Equity AMid-Cap Blend23.901.212,083
AIM Mid Cap Core Equity BMid-Cap Blend23.152.002,083
AIM Mid Cap Core Equity CMid-Cap Blend23.122.002,083
AIM Real Estate AReal Estate14.941.431,076
AIM Real Estate A Load WaReal Estate14.941.301,076
AIM Real Estate BReal Estate14.252.181,076
AIM Real Estate CReal Estate14.212.181,076
Alger Capital AppreciatioLarge Growth40.401.35820
Alger Capital AppreciatioLarge Growth40.401.35820
Alger Capital AppreciatioLarge Growth39.182.09820
Alger Capital AppreciatioLarge Growth39.302.10820
Alger Capital AppreciatioLarge Growth39.721.18658
Alger Capital AppreciatioLarge Growth41.130.91246
Alger Spectra ALarge Growth45.731.53366
Alger Spectra A Load WaivLarge Growth45.731.53366
AllianceBern Utility IncoUtilities9.341.19160
AllianceBern Utility IncoUtilities9.650.96160
Allianz NFJ Small Cap ValSmall Value17.571.225,892
Allianz NFJ Small Cap ValSmall Value17.571.225,892
Allianz NFJ Small Cap ValSmall Value16.791.975,892
Domestic Stock Avg 25.301.401,637
S&P 500 18.09
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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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