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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
1st Source Monogram IncomLarge Value-7.781.13635
Advance Capital I Equity Mid-Cap Growth-8.471.01201
AdvisorOne Amerigo NLarge Blend-10.711.41815
Aegis ValueSmall Value-0.161.38208
AIM Energy InvSpecialty-Natural R6.031.112,625
AIM Real Estate ASpecialty-Real Esta-2.781.261,098
AIM Real Estate A Load WaSpecialty-Real Esta-2.781.261,098
AIM Real Estate BSpecialty-Real Esta-3.222.011,098
AIM Real Estate CSpecialty-Real Esta-3.232.011,098
Alger MidCap Growth AMid-Cap Growth-21.081.33602
Alger MidCap Growth A LoaMid-Cap Growth-21.081.33602
Alger MidCap Growth BMid-Cap Growth-21.522.08602
Alger MidCap Growth CMid-Cap Growth-21.472.08602
Alger MidCap Growth InstiMid-Cap Growth-20.791.171,737
Allianz CCM Capital AppreLarge Growth-13.921.081,509
Allianz CCM Capital AppreLarge Growth-13.860.931,509
Allianz CCM Capital AppreLarge Growth-13.941.081,509
Allianz CCM Capital AppreLarge Growth-13.750.681,509
Allianz CCM Mid Cap A LoaMid-Cap Growth-9.341.091,421
Allianz CCM Mid Cap AdminMid-Cap Growth-9.290.941,421
Allianz CCM Mid Cap DMid-Cap Growth-9.341.091,421
Allianz CCM Mid Cap InstlMid-Cap Growth-9.110.691,421
Allianz NFJ Small Cap ValSmall Value-4.081.224,290
Allianz NFJ Small Cap ValSmall Value-4.081.224,290
Allianz NFJ Small Cap ValSmall Value-3.991.074,290
Domestic Stock Avg -11.521.421,763
S&P 500 -14.14
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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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