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ACAPX - Alger Capital Appreciation B

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Alger Capital Appreciation B (ACAPX)
Expense Ratio: 2.15%
Expected Lifetime Fees: $56,897.87


The Alger Capital Appreciation B fund (ACAPX) is a Large Growth fund started on 10/29/1993 and has $1.10 billion in assets under management. The current manager has been running Alger Capital Appreciation B since 10/22/2004. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 1.00%

MarketRiders Prefers The Following ETF

Vanguard Growth ETF (VUG)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Growth ETF (VUG) is an Exchange Traded Fund. It is a "basket" of securities that index the Large Growth investment strategy and is an alternative to a Large Growth mutual fund. Fees are very low compared to a comparable mutual fund like Alger Capital Appreciation B because computers automatically manage the stocks.




The Following Large Growth Funds Have Lower Fees Than Alger Capital Appreciation B (ACAPX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
Aberdeen US Equity A GXXAX 48.7% 307 1.15%
Aberdeen US Equity C GXXCX 48.7% 307 1.90%
Alger Capital Appreciation A ACAAX 163.8% 1,100 1.31%
Alger Capital Appreciation Instl I ALARX 153.3% 1,600 1.17%
Alger Capital Appreciation Instl I ALCTZ 153.3% 1,600 1.17%
Alger Capital Appreciation Instl R ACARX 153.3% 1,600 1.68%
Alger Capital Appreciation Portfolio Class I-2 ALVOX 156.3% 338 0.97%
Alger Capital Appreciation Z ACAZX 163.8% 1,100 0.97%
Alger Large Cap Growth A ALGAX 66.7% 260 1.41%
Alger Large Cap Growth B AFGPX 66.7% 260 1.96%
Alger Large Cap Growth Portfolio Class I-2 AAGOX 53.3% 301 0.85%
Alger Large Cap Growth Z ALCZX 66.7% 260 0.99%
Alger Spectra A SPECX 163.1% 1,800 1.40%
Alger Spectra I ASPIX 163.1% 1,800 1.32%
Alger Spectra Z ASPZX 163.1% 1,800 1.10%
AllianceBern Growth A AGR4Z 145.0% 570 1.51%
AllianceBern Growth A AGRFX 145.0% 570 1.51%
AllianceBern Growth Adv AGRYX 145.0% 570 1.21%
AllianceBern Large Cap Growth A APG4Z 158.0% 1,600 1.25%
AllianceBern Large Cap Growth A APGAX 158.0% 1,600 1.25%
AllianceBern Large Cap Growth Adv APGYX 158.0% 1,600 1.10%
AllianceBern Large Cap Growth C APGCX 158.0% 1,600 2.13%
AllianceBern Large Cap Growth I ALLIX 158.0% 1,600 0.94%
Allianz AGIC Growth A PGWAX 92.0% 600 1.16%
Allianz AGIC Growth A PGWCZ 92.0% 600 1.16%
Allianz AGIC Growth Admin PGFAX 92.0% 600 1.06%
Allianz AGIC Growth B PGFBX 92.0% 600 1.91%
Allianz AGIC Growth C PGWCX 92.0% 600 1.91%
Allianz AGIC Growth D PGRDX 92.0% 600 1.16%
Allianz AGIC Growth Instl PGFIX 92.0% 600 0.81%
Allianz RCM Large-Cap Growth A RALGX 69.0% 390 1.11%
Allianz RCM Large-Cap Growth B RBLGX 69.0% 390 1.86%
Allianz RCM Large-Cap Growth C RCLGX 69.0% 390 1.86%
Allianz RCM Large-Cap Growth D DLCNX 69.0% 390 1.11%
Allianz RCM Large-Cap Growth Instl DRLCX 69.0% 390 0.76%
Amana Trust Growth AMAGX 5.0% 2,200 1.14%
American Century All Cap Growth Inv TWGTX 75.0% 967 1.00%
American Century Growth A TCRAX 79.0% 8,800 1.23%
American Century Growth Instl TWGIX 79.0% 8,800 0.78%
American Century Growth Inv TWCGX 79.0% 8,800 0.98%
American Century Growth R AGWRX 79.0% 8,800 1.48%
American Century One Choice Vry AgrsvInv AOVIX 18.0% 187 1.02%
American Century Select A TWA1Z 17.0% 1,900 1.25%
American Century Select A TWCAX 17.0% 1,900 1.25%
American Century Select Instl TWSIX 17.0% 1,900 0.80%
American Century Select Inv TWCIX 17.0% 1,900 1.00%
American Century Select R ASERX 17.0% 1,900 1.50%
American Century Ultra A TWUAX 13.0% 6,100 1.24%
American Century Ultra Inst TWUIX 13.0% 6,100 0.79%
American Century Ultra Inv TWCUX 13.0% 6,100 0.99%
American Century Ultra R AULRX 13.0% 6,100 1.49%
American Funds AMCAP A AMCPX 31.0% 23,200 0.73%
American Funds AMCAP B AMPBX 31.0% 23,200 1.50%
American Funds AMCAP C AMPCX 31.0% 23,200 1.52%
American Funds AMCAP F-1 AMPFX 31.0% 23,200 0.73%
American Funds AMCAP F-2 AMCFX 31.0% 23,200 0.49%
American Funds AMCAP R1 RAFAX 31.0% 23,200 1.50%
American Funds AMCAP R2 RAFBX 31.0% 23,200 1.49%
American Funds AMCAP R3 RAFCX 31.0% 23,200 1.04%
American Funds AMCAP R4 RAFEX 31.0% 23,200 0.73%
American Funds AMCAP R5 RAFFX 31.0% 23,200 0.43%
American Funds AMCAP R6 RAFGX 31.0% 23,200 0.39%
American Funds Growth Fund of Amer A AGTHX 34.0% 114,400 0.68%
American Funds Growth Fund of Amer B AGRBX 34.0% 114,400 1.43%
American Funds Growth Fund of Amer C GFACX 34.0% 114,400 1.46%
American Funds Growth Fund of Amer F-1 GFAFX 34.0% 114,400 0.67%
American Funds Growth Fund of Amer F-2 GFFFX 34.0% 114,400 0.43%
American Funds Growth Fund of Amer R1 RGAAX 34.0% 114,400 1.43%
American Funds Growth Fund of Amer R2 RGABX 34.0% 114,400 1.39%
American Funds Growth Fund of Amer R3 RGACX 34.0% 114,400 0.97%
American Funds Growth Fund of Amer R4 RGAEX 34.0% 114,400 0.68%
American Funds Growth Fund of Amer R5 RGAFX 34.0% 114,400 0.38%
American Funds Growth Fund of Amer R6 RGAGX 34.0% 114,400 0.33%
American Funds New Economy A ANEFX 45.0% 7,200 0.85%
American Funds New Economy B ANFBX 45.0% 7,200 1.62%
American Funds New Economy C ANFCX 45.0% 7,200 1.63%
American Funds New Economy F-1 ANFFX 45.0% 7,200 0.85%
American Funds New Economy F-2 NEFFX 45.0% 7,200 0.59%
American Funds New Economy R1 RNGAX 45.0% 7,200 1.61%
American Funds New Economy R2 RNGBX 45.0% 7,200 1.63%
American Funds New Economy R3 RNGCX 45.0% 7,200 1.17%
American Funds New Economy R4 RNGEX 45.0% 7,200 0.85%
American Funds New Economy R5 RNGFX 45.0% 7,200 0.54%
American Funds New Economy R6 RNGGX 45.0% 7,200 0.49%
AQR Momentum Fund Class L AMOMX 162.0% 427 0.50%
ASTON/Montag & Caldwell Growth I MCGIX 63.5% 3,700 0.82%
ASTON/Montag & Caldwell Growth N MCGFX 63.5% 3,700 1.07%
BlackRock Capital Appreciation BlackRock BFGBX 79.0% 5,000 0.72%
BlackRock Capital Appreciation BlackRock BFGSZ 79.0% 5,000 0.72%
BlackRock Capital Appreciation Fund Institutional Shares MAFGX 79.0% 5,000 0.78%
BlackRock Capital Appreciation Inv A MDFGX 79.0% 5,000 1.08%
BlackRock Capital Appreciation Inv A MDFSZ 79.0% 5,000 1.08%
BlackRock Capital Appreciation Inv B MBFGX 79.0% 5,000 1.99%
BlackRock Capital Appreciation Inv C MCFGX 79.0% 5,000 1.91%
BlackRock Large Cap Growth Instl MALHX 169.0% 1,000 0.96%
BlackRock Large Cap Growth Inv A MDLHX 169.0% 1,000 1.27%
BlackRock Large Cap Growth Inv B MBLHX 169.0% 1,000 2.08%
BlackRock Large Cap Growth Inv C MCLHX 169.0% 1,000 2.05%
BlackRock Large Cap Growth R MRLHX 169.0% 1,000 1.60%
BNY Mellon Tx Snstv Lg Cp Mlt-Strat Fund Class Investment MTSIX 29.2% 110 1.40%
Brandywine Blue BLU1Z 234.0% 968 1.18%
Brandywine Blue BLUEX 234.0% 968 1.18%
Brown Advisory Growth Equity Instl BIAGX 30.0% 902 0.94%
Buffalo Growth BUFGX 46.0% 478 1.00%
Burnham A BURHX 89.0% 150 1.41%
Calamos Growth A CVGRX 84.7% 7,000 1.26%
Calamos Growth A CVGTZ 84.7% 7,000 1.26%
Calamos Growth B CVGBX 84.7% 7,000 2.01%
Calamos Growth C CVGCX 84.7% 7,000 2.01%
Calamos Growth I CGRIX 84.7% 7,000 1.02%
Calvert Equity A CSIEX 41.0% 2,300 1.22%
Calvert Equity B CSEBX 41.0% 2,300 2.10%
Calvert Equity C CSECX 41.0% 2,300 1.97%
Calvert Equity I CEYIX 41.0% 2,300 0.69%
Calvert Equity Y CIEYX 41.0% 2,300 0.86%
Calvert Social Index A CSXAX 8.0% 131 0.75%
Calvert Social Index B CSXBX 8.0% 131 1.75%
Calvert Social Index C CSXCX 8.0% 131 1.75%
Calvert Social Index I CISIX 8.0% 131 0.21%
Century Shares Trust Instl CEN1Z 72.0% 170 1.13%
Century Shares Trust Instl CENSX 72.0% 170 1.13%
CGM Focus CGMFX 496.0% 1,600 1.05%
CGM Mutual LOMMX 404.0% 431 1.09%
Chase Growth Institutional CHAIX 82.4% 151 0.93%
Chase Growth N CHASX 82.4% 151 1.24%
Columbia Large Cap Growth A LEGAX 116.0% 2,500 1.17%
Columbia Large Cap Growth B LEGBX 116.0% 2,500 1.92%
Columbia Large Cap Growth C LEGCX 116.0% 2,500 1.92%
Columbia Large Cap Growth Fund Class R4 CLRUX 116.0% 2,500 1.03%
Columbia Large Cap Growth Fund Class R5 CLWFX 116.0% 2,500 0.78%
Columbia Large Cap Growth T GAEGX 116.0% 2,500 1.22%
Columbia Large Cap Growth Z GEGSZ 116.0% 2,500 0.92%
Columbia Large Cap Growth Z GEGTX 116.0% 2,500 0.92%
Columbia Large Growth Quantitative A RDLAX 57.0% 557 1.17%
Columbia Large Growth Quantitative C RDLCX 57.0% 557 1.92%
Columbia Large Growth Quantitative Fund Class B CGQBX 57.0% 557 1.92%
Columbia Marsico 21st Century A NMTAX 104.0% 1,400 1.31%
Columbia Marsico 21st Century B NMTBX 104.0% 1,400 2.06%
Columbia Marsico 21st Century C NMYCX 104.0% 1,400 2.06%
Columbia Marsico 21st Century Z NMYAX 104.0% 1,400 1.06%
Columbia Marsico Focused Eq A NFEAX 90.0% 1,900 1.29%
Columbia Marsico Focused Eq B NFEBX 90.0% 1,900 2.04%
Columbia Marsico Focused Eq C NFECX 90.0% 1,900 2.04%
Columbia Marsico Focused Eq Z NFEPX 90.0% 1,900 1.04%
Columbia Marsico Growth A NMGIX 65.0% 2,800 1.29%
Columbia Marsico Growth B NGIBX 65.0% 2,800 2.04%
Columbia Marsico Growth C NMICX 65.0% 2,800 2.04%
Columbia Marsico Growth Z NGIPX 65.0% 2,800 1.04%
Columbia Select Large Cap Growth A ELGAX 53.0% 5,100 1.19%
Columbia Select Large Cap Growth C ELGCX 53.0% 5,100 1.94%
Columbia Select Large Cap Growth Z UMLGX 53.0% 5,100 0.94%
Columbia Strategic Investor A CSVAX 62.0% 755 1.26%
Columbia Strategic Investor A CSVSZ 62.0% 755 1.26%
Columbia Strategic Investor B CSVBX 62.0% 755 2.01%
Columbia Strategic Investor C CSRCX 62.0% 755 2.01%
Columbia Strategic Investor Z CSV1Z 62.0% 755 1.01%
Columbia Strategic Investor Z CSVFX 62.0% 755 1.01%
Davis Opportunity A RPEAX 53.0% 414 1.02%
Davis Opportunity B RPFEX 53.0% 414 1.98%
Davis Opportunity C DGOCX 53.0% 414 1.82%
Davis Opportunity Y DGOYX 53.0% 414 0.77%
Delaware Select Growth A DVEAX 41.0% 740 1.49%
Delaware Select Growth Instl VAGGX 41.0% 740 1.24%
Delaware US Growth A DUGSZ 25.0% 825 1.10%
Delaware US Growth B DEUBX 25.0% 825 1.85%
Delaware US Growth C DEUCX 25.0% 825 1.85%
Delaware US Growth Instl DEUIX 25.0% 825 0.85%
Dreyfus Growth & Income DGRIX 88.4% 498 1.03%
Dreyfus Research Growth A DWO1Z 88.1% 949 1.13%
Dreyfus Research Growth C DWA1Z 88.1% 949 1.88%
Dreyfus Research Growth I DWOIX 88.1% 949 0.88%
Dreyfus Research Growth Z DREQX 88.1% 949 0.88%
Dreyfus Third Century C DTCCX 50.5% 242 2.00%
Dreyfus Third Century Fund Inc Class A DTCAX 50.5% 242 1.39%
Dreyfus Third Century Z DRTHX 50.5% 242 1.03%
Dreyfus US Equity A DPUAX 10.6% 477 1.15%
DWS Capital Growth A SDG1Z 48.0% 1,400 1.04%
DWS Capital Growth A SDGAX 48.0% 1,400 1.04%
DWS Capital Growth B SDGBX 48.0% 1,400 1.96%
DWS Capital Growth C SDGCX 48.0% 1,400 1.81%
DWS Capital Growth Inst SDGTX 48.0% 1,400 0.70%
DWS Capital Growth S SCCSZ 48.0% 1,400 0.77%
DWS Capital Growth S SCGSX 48.0% 1,400 0.77%
DWS Large Cap Focus Growth A SGGAX 209.0% 207 1.25%
DWS Large Cap Focus Growth S SCQ1Z 209.0% 207 1.02%
DWS Large Cap Focus Growth S SCQGX 209.0% 207 1.02%
Dynamic Contrarian Advantage Fund Class I DWGVX 166.6% 686,300 1.15%
Eagle Capital Appreciation A HRCPX 37.0% 341 1.22%
Eagle Capital Appreciation A HRCSZ 37.0% 341 1.22%
Eagle Capital Appreciation C HRCCX 37.0% 341 1.92%
Eagle Capital Appreciation I HRCIX 37.0% 341 0.90%
Eagle Capital Appreciation R3 HRCLX 37.0% 341 1.51%
Eagle Capital Appreciation R5 HRCMX 37.0% 341 0.93%
Eaton Vance Atlanta Capital Focused Gr A EAALX 62.0% 158 1.25%
Eaton Vance Atlanta Capital Focused Gr I EILGX 62.0% 158 1.00%
Eaton Vance Large-Cap Growth A EALCX 69.0% 156 1.25%
Eaton Vance Large-Cap Growth B EBLCX 69.0% 156 2.00%
Eaton Vance Large-Cap Growth C ECLCX 69.0% 156 2.00%
Eaton Vance Large-Cap Growth I ELCIX 69.0% 156 1.00%
Edgewood Growth Instl EGFIX 39.0% 1,600 1.00%
Edgewood Growth Retail EGFFX 39.0% 1,600 1.40%
Federated Kaufmann Large Cap A KLCAX 128.0% 316 1.51%
Federated Kaufmann Large Cap Instl KLCIX 128.0% 316 1.26%
Fidelity FFIDX 88.0% 5,000 0.59%
Fidelity Advisor Capital Development A FDTTX 118.0% 2,500 0.95%
Fidelity Advisor Capital Development I FDEIX 118.0% 2,500 0.88%
Fidelity Advisor Equity Growth A EPGAX 70.0% 3,000 1.15%
Fidelity Advisor Equity Growth B EPGBX 70.0% 3,000 1.90%
Fidelity Advisor Equity Growth C EPGCX 70.0% 3,000 1.88%
Fidelity Advisor Equity Growth I EQPGX 70.0% 3,000 0.80%
Fidelity Advisor Equity Growth T FAEGX 70.0% 3,000 1.32%
Fidelity Advisor Equity Growth T FEATZ 70.0% 3,000 1.32%
Fidelity Advisor Growth Opportunities A FAGAX 31.0% 1,800 1.08%
Fidelity Advisor Growth Opportunities B FABGX 31.0% 1,800 1.83%
Fidelity Advisor Growth Opportunities C FACGX 31.0% 1,800 1.82%
Fidelity Advisor Growth Opportunities I FAGCX 31.0% 1,800 0.72%
Fidelity Advisor Growth Opportunities T FAGOX 31.0% 1,800 1.25%
Fidelity Advisor Large Cap Growth A FLNAX 108.0% 160 1.17%
Fidelity Advisor Large Cap Growth C FLNEX 108.0% 160 1.92%
Fidelity Advisor Large Cap Growth I FLNOX 108.0% 160 0.83%
Fidelity Advisor Large Cap Growth T FLNTX 108.0% 160 1.44%
Fidelity Advisor New Insights A FNFCZ 58.0% 18,900 1.08%
Fidelity Advisor New Insights B FNIBX 58.0% 18,900 1.89%
Fidelity Advisor New Insights C FNICX 58.0% 18,900 1.83%
Fidelity Advisor New Insights I FINSX 58.0% 18,900 0.81%
Fidelity Advisor New Insights T FNILZ 58.0% 18,900 1.32%
Fidelity Advisor Stk Sel All Cap A FARAX 5.0% 535 1.29%
Fidelity Advisor Stk Sel All Cap B FRMBX 5.0% 535 2.07%
Fidelity Advisor Stk Sel All Cap C FRECX 5.0% 535 2.05%
Fidelity Advisor Stk Sel All Cap I FDCIX 5.0% 535 0.99%
Fidelity Advisor Stk Sel All Cap T FRGTX 5.0% 535 1.54%
Fidelity Blue Chip Growth FBGRX 132.0% 14,300 0.94%
Fidelity Contrafund FCNTX 55.0% 79,500 0.81%
Fidelity Export & Multinational FEXPX 109.0% 1,900 0.83%
Fidelity Fifty FFTYX 257.0% 655 0.71%
Fidelity Focused Stock FTQGX 277.0% 475 0.93%
Fidelity Growth Company FDGRX 36.0% 40,600 0.84%
Fidelity Growth Discovery FDSVX 72.0% 1,000 0.63%
Fidelity Independence FDFFX 93.0% 3,400 0.70%
Fidelity Large Cap Growth FSLGX 108.0% 160 0.88%
Fidelity Large Cap Growth Enhanced Index FLGEX 77.0% 149 0.47%
Fidelity Magellan FMAGX 99.0% 14,500 0.55%
Fidelity New Millennium FMILX 69.0% 1,900 1.00%
Fidelity OTC FOCPX 158.0% 7,300 0.94%
Fidelity Stock Selector All Cap FDSSX 9.0% 2,300 0.80%
Fidelity Trend FTRNX 82.0% 1,100 0.90%
Fifth Third Quality Growth Inv B FSBQX 88.0% 287 1.95%
FMI Provident Trust Strategy FMIRX 28.0% 140 0.98%
Franklin DynaTech A FKDCZ 30.1% 1,200 0.97%
Franklin DynaTech A FKDNX 30.1% 1,200 0.97%
Franklin DynaTech B FDNBX 30.1% 1,200 1.71%
Franklin DynaTech C FDYNX 30.1% 1,200 1.72%
Franklin DynaTech Fund Advisor Class FDYZX 30.1% 1,200 0.72%
Franklin DynaTech Fund Class R FDNRX 30.1% 1,200 1.22%
Franklin Flex Cap Growth A FKC1Z 51.3% 3,400 0.98%
Franklin Flex Cap Growth A FKCGX 51.3% 3,400 0.98%
Franklin Flex Cap Growth Adv FKCAX 51.3% 3,400 0.73%
Franklin Flex Cap Growth R FRCGX 51.3% 3,400 1.23%
Franklin Growth A FGR1Z 2.7% 5,800 0.93%
Franklin Growth A FKGRX 2.7% 5,800 0.93%
Franklin Growth Adv FCGAX 2.7% 5,800 0.68%
Franklin Growth Opportunities A FGRAX 69.7% 405 1.28%
Franklin Growth Opportunities A FGRAZ 69.7% 405 1.28%
Franklin Growth Opportunities Adv FRAAX 69.7% 405 0.98%
Franklin Growth R FGSRX 2.7% 5,800 1.18%
Franklin Templeton Corefolio Allc A FTCSZ 2.5% 577 1.16%
Franklin Templeton Corefolio Allc B FBCOX 2.5% 577 1.87%
Franklin Templeton Corefolio Allc C FTCLX 2.5% 577 1.87%
Frost Growth Equity A FACEX 38.0% 333 1.08%
Frost Growth Equity Inst FICEX 38.0% 333 0.83%
GAMCO Growth AAA GABGX 67.0% 424 1.48%
GE Instl Premier Growth Equity Inv GEIPX 26.0% 236 0.38%
GE Instl Premier Growth Equity Svc GEPSX 26.0% 236 0.63%
GE Instl US Equity Inv GUSIX 44.0% 617 0.37%
GE Instl US Equity Svc GUSSX 44.0% 617 0.62%
Glenmede Strategic Equity GTCEX 51.0% 165 0.88%
Goldman Sachs Capital Growth A GCGTZ 58.0% 846 1.14%
Goldman Sachs Capital Growth A GSC1Z 58.0% 846 1.14%
Goldman Sachs Capital Growth A GSCGX 58.0% 846 1.14%
Goldman Sachs Capital Growth B GSCBX 58.0% 846 1.89%
Goldman Sachs Capital Growth C GSPCX 58.0% 846 1.89%
Goldman Sachs Capital Growth Instl GSPIX 58.0% 846 0.74%
Goldman Sachs Capital Growth IR GSPTX 58.0% 846 0.89%
Goldman Sachs Capital Growth R GSPRX 58.0% 846 1.39%
Goldman Sachs Concentrated Growth A GCGAX 35.0% 179 1.26%
Goldman Sachs Concentrated Growth B GCGBX 35.0% 179 2.01%
Goldman Sachs Concentrated Growth C GCGCX 35.0% 179 2.01%
Goldman Sachs Concentrated Growth I GCRIX 35.0% 179 0.86%
Goldman Sachs Strategic Growth A GGRAX 35.0% 462 1.15%
Goldman Sachs Strategic Growth A GGRAZ 35.0% 462 1.15%
Goldman Sachs Strategic Growth B GSWBX 35.0% 462 1.90%
Goldman Sachs Strategic Growth C GGRCX 35.0% 462 1.90%
Goldman Sachs Strategic Growth Instl GSTIX 35.0% 462 0.75%
Goldman Sachs Struct Large Cap Gr A GLCGX 76.0% 587 0.95%
Goldman Sachs Struct Large Cap Gr B GCLCX 76.0% 587 1.70%
Goldman Sachs Struct Large Cap Gr I GLCSZ 76.0% 587 0.55%
Hancock Horizon Growth A HHRAX 86.0% 109 1.33%
Hancock Horizon Growth Instl HHRTX 86.0% 109 1.08%
Harbor Capital Appreciation Adm HRCAX 53.0% 15,300 0.92%
Harbor Capital Appreciation Instl HACAX 53.0% 15,300 0.67%
Harbor Capital Appreciation Inv HCAIX 53.0% 15,300 1.04%
Hartford Fundamental Growth A HFFAX 95.0% 124 1.30%
Hartford Fundamental Growth B HFFBX 95.0% 124 2.05%
Hartford Fundamental Growth C HFFCX 95.0% 124 2.05%
Hartford Fundamental Growth Fund Class I HFFIX 95.0% 124 1.02%
Hartford Fundamental Growth Fund Class R3 HFFRX 95.0% 124 1.50%
Hartford Fundamental Growth Fund Class R4 HFFSX 95.0% 124 1.20%
Hartford Fundamental Growth Fund Class R5 HFFTX 95.0% 124 0.90%
Hartford Growth B HGWBX 47.0% 714 2.00%
Hartford Growth C HGWCX 47.0% 714 1.95%
Hartford Growth Fund Class A HGWAX 47.0% 714 1.25%
Hartford Growth I HGWJX 47.0% 714 0.95%
Hartford Growth Opportunities B HGOBX 121.0% 1,900 1.96%
Hartford Growth Opportunities C HGOCX 121.0% 1,900 1.92%
Hartford Growth Opportunities Fund Class A HGOAX 121.0% 1,900 1.21%
Hartford Growth Opportunities I HGOIX 121.0% 1,900 0.92%
Hartford Growth Opportunities R3 HGORX 121.0% 1,900 1.45%
Hartford Growth Opportunities R4 HGOSX 121.0% 1,900 1.15%
Hartford Growth Opportunities R5 HGOTX 121.0% 1,900 0.85%
Hartford Growth Opportunities Y HGOYX 121.0% 1,900 0.76%
Hartford Growth R3 HGWRX 47.0% 714 1.50%
Hartford Growth R4 HGWSX 47.0% 714 1.19%
Hartford Growth R5 HGWUX 47.0% 714 0.90%
Hartford Growth Y HGWYX 47.0% 714 0.79%
Henssler Equity Investor HEQFX 24.0% 195 1.29%
Henssler Equity Investor HEQTZ 24.0% 195 1.29%
Huntington Growth A HGWIX 137.0% 131 1.44%
Huntington Growth Trust HGWTX 137.0% 131 1.19%
INTECH U.S. Growth A JDRAX 96.0% 297 0.87%
INTECH U.S. Growth Fund Class T JDRTX 96.0% 297 0.79%
INTECH U.S. Growth Instl JRMGX 96.0% 297 0.64%
INTECH U.S. Growth S JCGIX 96.0% 297 1.08%
Ivy Core Equity I ICIEX 65.0% 333 0.99%
Ivy Core Equity Y WCEYX 65.0% 333 1.24%
Ivy Dividend Opportunities A IVDAX 37.0% 325 1.33%
Ivy Dividend Opportunities C IVDCX 37.0% 325 2.02%
Ivy Dividend Opportunities Y IVDYX 37.0% 325 1.21%
Ivy Large Cap Growth C WLGCX 57.0% 1,400 1.95%
Ivy Large Cap Growth I IYGIX 57.0% 1,400 0.88%
Ivy Large Cap Growth R WLGRX 57.0% 1,400 1.51%
Ivy Large Cap Growth Y WLGYX 57.0% 1,400 1.06%
Janus Aspen Forty Instl JACAX 46.0% 959 0.71%
Janus Forty A JDCAX 51.0% 3,600 0.98%
Janus Forty C JACCX 51.0% 3,600 1.78%
Janus Forty Fund Class T JACTX 51.0% 3,600 0.93%
Janus Forty I JCAPX 51.0% 3,600 0.75%
Janus Forty R JDCRX 51.0% 3,600 1.43%
Janus Forty S JAR1Z 51.0% 3,600 1.18%
Janus Forty S JARTX 51.0% 3,600 1.18%
Janus Fund Class A JDGAX 90.0% 7,800 0.99%
Janus Fund Class C JGO1Z 90.0% 7,800 1.71%
Janus Fund Class I JGROX 90.0% 7,800 0.73%
Janus Fund Class S JGORX 90.0% 7,800 1.15%
Janus Growth & Income Fund Class A JDNAX 65.0% 3,400 0.95%
Janus Growth & Income Fund Class C JGICX 65.0% 3,400 1.70%
Janus Growth & Income Fund Class I JGINX 65.0% 3,400 0.70%
Janus Growth & Income T JAGIX 65.0% 3,400 0.90%
Janus Growth and Income Fund Class S JADGX 65.0% 3,400 1.15%
Janus Research Fund Class A JRAAX 88.0% 3,200 0.91%
Janus Research Fund Class I JRAIX 88.0% 3,200 0.68%
Janus Research Fund Class S JRASX 88.0% 3,200 1.11%
Janus Research T JAMRX 88.0% 3,200 0.88%
Janus T JANSX 90.0% 7,800 0.90%
Janus Twenty T JAVLX 56.0% 8,000 0.94%
Jensen Quality Growth I JENIX 7.0% 3,800 0.60%
Jensen Quality Growth J JENSX 7.0% 3,800 0.92%
Jensen Quality Growth R JENRX 7.0% 3,800 1.35%
JHancock Large Cap Equity A TAGRX 59.0% 1,500 1.12%
JHancock Large Cap Equity B TSGWX 59.0% 1,500 1.87%
JHancock Large Cap Equity C JHLVX 59.0% 1,500 1.87%
JHancock Large Cap Equity I JLVIX 59.0% 1,500 0.79%
JHancock US Global Leaders Gr A JUSSZ 50.0% 535 1.26%
JHancock US Global Leaders Gr A USGLX 50.0% 535 1.26%
JHancock US Global Leaders Gr B USLBX 50.0% 535 2.01%
JHancock US Global Leaders Gr C USLCX 50.0% 535 2.01%
JHancock US Global Leaders Gr I USLIX 50.0% 535 0.93%
JHancock3 Rainier Growth A RGROX 90.0% 1,200 1.26%
JHancock3 Rainier Growth ADV RGRDX 90.0% 1,200 1.14%
JHancock3 Rainier Growth B RGRBX 90.0% 1,200 2.04%
JHancock3 Rainier Growth C RGRCX 90.0% 1,200 2.07%
JHancock3 Rainier Growth I RLGIX 90.0% 1,200 0.87%
JHancock3 Rainier Growth T JRGTX 90.0% 1,200 1.33%
Keystone Large Cap Growth A KLGAX 120.0% 317 1.35%
Keystone Large Cap Growth I KLGIX 120.0% 317 1.10%
Lateef A LIM1Z 31.8% 376 1.24%
Lateef I LIMIX 31.8% 376 0.99%
Laudus Growth Investors US Large Cap Gr LGILX 96.0% 1,100 0.78%
Legg Mason Cap Mgmt Growth C LMG1Z 54.0% 158 1.90%
Legg Mason Cap Mgmt Growth FI LMGFX 54.0% 158 1.15%
Legg Mason Cap Mgmt Growth I LMGNX 54.0% 158 0.90%
Legg Mason ClearBridge Aggressive Gr A SHRAX 6.0% 5,000 1.28%
Legg Mason ClearBridge Aggressive Gr I SAGYX 6.0% 5,000 0.84%
Legg Mason ClearBridge Aggressive Gr IS LSIFX 6.0% 5,000 0.74%
Legg Mason ClearBridge Large Cap Gr A SBLGX 41.0% 775 1.33%
Legg Mason ClearBridge Large Cap Gr C SLCCX 41.0% 775 2.00%
Legg Mason ClearBridge Large Cap Gr I SBLYX 41.0% 775 1.05%
Litman Gregory Masters Equity Fund Investor Class MSENX 71.4% 291 1.53%
Litman Gregory Masters Equity Instl MSEFX 71.4% 291 1.28%
LKCM Equity Instl LKEQX 20.0% 123 0.81%
Loomis Sayles Growth A LGRRX 16.0% 129 1.14%
Loomis Sayles Growth B LGRBX 16.0% 129 1.89%
Loomis Sayles Growth C LGRCX 16.0% 129 1.89%
Loomis Sayles Growth Y LGR1Z 16.0% 129 0.89%
Loomis Sayles Growth Y LSGRX 16.0% 129 0.89%
Lord Abbett Diversified Equity Strat A LDSAX 12.9% 171 1.38%
Lord Abbett Diversified Equity Strat B LDSBX 12.9% 171 2.13%
Lord Abbett Diversified Equity Strat I LDSYX 12.9% 171 1.13%
Lord Abbett Stock Appreciation A LALCX 135.5% 149 1.45%
Lord Abbett Stock Appreciation B LALBX 135.5% 149 2.10%
Lord Abbett Stock Appreciation C LACGX 135.5% 149 2.10%
Lord Abbett Stock Appreciation I LALYX 135.5% 149 1.10%
MainStay Growth Equity A MREAX 112.0% 526 1.19%
MainStay Large Cap Growth A MLAAX 52.0% 16,300 1.07%
MainStay Large Cap Growth B MLABX 52.0% 16,300 1.90%
MainStay Large Cap Growth C MLACX 52.0% 16,300 1.90%
MainStay Large Cap Growth I MLAIX 52.0% 16,300 0.82%
MainStay Large Cap Growth R1 MLRRX 52.0% 16,300 0.92%
MainStay Large Cap Growth R2 MLRTX 52.0% 16,300 1.17%
MainStay Large Cap Growth R3 MLGRX 52.0% 16,300 1.42%
Marsico Flexible Capital MFCFX 231.0% 506 1.41%
Marsico Focus MFOCX 82.0% 1,000 1.33%
Marsico Focus MFOTZ 82.0% 1,000 1.33%
Marsico Growth MGRIX 67.0% 726 1.33%
Matthew 25 MXXVX 22.9% 119 1.22%
MEMBERS Large Cap Growth Y MYLGX 77.0% 125 0.95%
MFS Aggressive Growth Allocation Fund Class A MAAGX 11.0% 1,100 1.25%
MFS Growth A MFE1Z 80.0% 4,500 1.18%
MFS Growth A MFEGX 80.0% 4,500 1.18%
MFS Growth B MEGBX 80.0% 4,500 1.93%
MFS Growth I MFEIX 80.0% 4,500 0.93%
MFS Growth R3 MFEHX 80.0% 4,500 1.18%
MFS Growth R4 MFEJX 80.0% 4,500 0.93%
MFS Massachusetts Investors Gr Stk A MFS1Z 28.0% 3,200 0.81%
MFS Massachusetts Investors Gr Stk A MIGFX 28.0% 3,200 0.81%
MFS Massachusetts Investors Gr Stk B MIGBX 28.0% 3,200 1.56%
MFS Massachusetts Investors Gr Stk I MGTIX 28.0% 3,200 0.56%
MFS Massachusetts Investors Gr Stk R3 MIGHX 28.0% 3,200 0.81%
MFS Massachusetts Investors Gr Stk R4 MIGKX 28.0% 3,200 0.56%
Morgan Stanley Focus Growth A AMOAX 32.0% 1,500 0.96%
Morgan Stanley Focus Growth B AMOBX 32.0% 1,500 1.71%
Morgan Stanley Focus Growth C AMOCX 32.0% 1,500 1.71%
Morgan Stanley Focus Growth I AMODX 32.0% 1,500 0.71%
Morgan Stanley Inst Opportunity H MEGHX 21.0% 242 1.13%
Morgan Stanley Inst Opportunity I MGEIX 21.0% 242 0.88%
Morgan Stanley Inst Opportunity L MGELX 21.0% 242 1.63%
Morgan Stanley Institutional Growth I MSEQX 26.0% 837 0.71%
Morgan Stanley Multi Cap Growth A CPO12 29.0% 303 1.24%
Morgan Stanley Multi Cap Growth A CPOAX 29.0% 303 1.24%
Morgan Stanley Multi Cap Growth B CPOBX 29.0% 303 1.99%
Morgan Stanley Multi Cap Growth I CPODX 29.0% 303 0.99%
Munder Growth Opportunities A MNN1Z 122.0% 454 1.88%
Munder Growth Opportunities A MNN2Z 122.0% 454 1.88%
Munder Growth Opportunities A MNNAX 122.0% 454 1.88%
Munder Growth Opportunities Y MNNYX 122.0% 454 1.65%
Nationwide Growth A NMFAX 178.8% 146 0.81%
Natixis US Multi-Cap Equity Fd Cl A NEFSX 97.0% 336 1.35%
Natixis US Multi-Cap Equity Fd Cl B NESBX 97.0% 336 2.10%
Natixis US Multi-Cap Equity Fd Cl C NECCX 97.0% 336 2.10%
Neuberger Berman Guardian A NGDAX 32.0% 1,100 1.11%
Neuberger Berman Guardian Adv NBGUX 32.0% 1,100 1.50%
Neuberger Berman Guardian Inst NGDLX 32.0% 1,100 0.75%
Neuberger Berman Guardian Inv NGUAX 32.0% 1,100 0.92%
Neuberger Berman Guardian R3 NGDRX 32.0% 1,100 1.36%
Neuberger Berman Guardian Tr NBGTX 32.0% 1,100 1.10%
Neuberger Berman LgCp Discp Gr A NLDAX 101.0% 562 1.11%
Neuberger Berman LgCp Discp Gr C NLD1Z 101.0% 562 1.86%
Neuberger Berman LgCp Discp Gr Instl NLDLX 101.0% 562 0.75%
Neuberger Berman LgCp Discp Gr Inv NBCIX 101.0% 562 1.11%
Neuberger Berman LgCp Discp Gr R3 NLDRX 101.0% 562 1.36%
Neuberger Berman Socially Resp A NRAAX 20.0% 1,800 1.11%
Neuberger Berman Socially Resp Inst NBSLX 20.0% 1,800 0.74%
Neuberger Berman Socially Resp Inv NBSRX 20.0% 1,800 0.90%
Neuberger Berman Socially Resp R3 NRARX 20.0% 1,800 1.36%
Neuberger Berman Socially Resp Tr NBSTX 20.0% 1,800 1.08%
Northern Multi-Manager Lg Cap NMMLX 39.4% 979 1.10%
Nuveen Large Cap Growth Opp A FRGWX 88.0% 559 1.21%
Nuveen Large Cap Growth Opp B FETBX 88.0% 559 1.96%
Nuveen Large Cap Growth Opp C FAWCX 88.0% 559 1.96%
Nuveen Large Cap Growth Opp I FIGWX 88.0% 559 0.96%
Nuveen Winslow Large-Cap Growth Fund Class I NVLIX 47.0% 926 0.80%
Oppenheimer Capital Appreciation A OPT1Z 30.0% 4,600 1.15%
Oppenheimer Capital Appreciation A OPT2Z 30.0% 4,600 1.15%
Oppenheimer Capital Appreciation A OPTFX 30.0% 4,600 1.15%
Oppenheimer Capital Appreciation B OTGBX 30.0% 4,600 2.02%
Oppenheimer Capital Appreciation C OTFCX 30.0% 4,600 1.93%
Oppenheimer Capital Appreciation N OTATZ 30.0% 4,600 1.41%
Oppenheimer Capital Appreciation N OTCNX 30.0% 4,600 1.41%
Oppenheimer Capital Appreciation Y OTCYX 30.0% 4,600 0.72%
Oppenheimer Equity A OEQ1Z 50.0% 1,400 0.95%
Oppenheimer Equity A OEQ2Z 50.0% 1,400 0.95%
Oppenheimer Equity A OEQAX 50.0% 1,400 0.95%
Oppenheimer Equity B OEQBX 50.0% 1,400 1.96%
Oppenheimer Equity C OEQCX 50.0% 1,400 1.90%
Oppenheimer Equity N OEQNX 50.0% 1,400 1.41%
Oppenheimer Equity Y OEQYX 50.0% 1,400 0.81%
Parnassus PARNX 74.4% 356 0.94%
Parnassus Workplace PARWX 47.2% 231 1.16%
Pioneer Fundamental Growth A PPF1Z 16.0% 789 1.25%
Pioneer Fundamental Growth C FUNCX 16.0% 789 2.03%
Pioneer Fundamental Growth Y FUNYX 16.0% 789 0.78%
Pioneer Independence A PIN1Z 71.0% 780 1.25%
Pioneer Independence A PINDX 71.0% 780 1.25%
Pioneer Independence Y INYDX 71.0% 780 0.86%
PRIMECAP Odyssey Growth POGRX 12.6% 2,000 0.67%
PRIMECAP Odyssey Stock POSKX 24.3% 1,300 0.67%
Principal Large Cap Growth A PRGSZ 64.8% 2,300 1.22%
Principal Large Cap Growth C PLGCX 64.8% 2,300 2.03%
Principal Large Cap Growth I R3 PPUMX 52.0% 3,700 1.18%
Principal Large Cap Growth I R4 PPUSX 52.0% 3,700 0.99%
Principal Large Cap Growth Inst PGLIX 64.8% 2,300 0.65%
Principal Large Cap Growth R5 PDPPX 64.8% 2,300 0.90%
ProFunds UltraNASDAQ-100 Inv UOPIX 34.0% 152 1.61%
Prudential Jennison 20/20 Focus A PTWAX 82.0% 2,400 1.18%
Prudential Jennison 20/20 Focus B PTWBX 82.0% 2,400 1.88%
Prudential Jennison 20/20 Focus C PTWCX 82.0% 2,400 1.88%
Prudential Jennison 20/20 Focus R JTWRX 82.0% 2,400 1.38%
Prudential Jennison 20/20 Focus Z PTWZX 82.0% 2,400 0.89%
Prudential Jennison Blend A PBQ1Z 143.0% 952 1.00%
Prudential Jennison Blend B PBQFX 143.0% 952 1.70%
Prudential Jennison Blend C PRECX 143.0% 952 1.70%
Prudential Jennison Blend Z PEQZX 143.0% 952 0.70%
Prudential Jennison Conservative Gr A TBDAX 266.0% 186 1.38%
Prudential Jennison Conservative Gr B TBDBX 266.0% 186 2.13%
Prudential Jennison Conservative Gr C TBDCX 266.0% 186 2.13%
Prudential Jennison Conservative Gr L JCGLX 266.0% 186 1.63%
Prudential Jennison Conservative Gr X JCGRX 266.0% 186 2.13%
Prudential Jennison Growth A PJFAX 63.0% 2,200 1.08%
Prudential Jennison Growth B PJFBX 63.0% 2,200 1.78%
Prudential Jennison Growth C PJFCX 63.0% 2,200 1.78%
Prudential Jennison Growth Z PJFZX 63.0% 2,200 0.78%
Prudential Jennison Select Growth A SPFAX 59.0% 250 1.24%
Prudential Jennison Select Growth B SPFBX 59.0% 250 1.99%
Prudential Jennison Select Growth C SPFCX 59.0% 250 1.99%
Prudential Jennison Select Growth L JSGLX 59.0% 250 1.49%
Prudential Jennison Select Growth X JSGGX 59.0% 250 1.99%
Prudential Jennison Select Growth Z SPFZX 59.0% 250 0.99%
Putnam Growth Opportunities A POGAX 68.0% 330 1.22%
Putnam Growth Opportunities B POGBX 68.0% 330 1.97%
Putnam Growth Opportunities C POGCX 68.0% 330 1.97%
Putnam Growth Opportunities M PGOMX 68.0% 330 1.72%
Putnam Growth Opportunities Y PGOYX 68.0% 330 0.97%
Putnam Multi-Cap Growth A PNOPX 69.0% 3,100 1.22%
Putnam Multi-Cap Growth B PNOBX 69.0% 3,100 1.97%
Putnam Multi-Cap Growth C PNOCX 69.0% 3,100 1.97%
Putnam Multi-Cap Growth M PNOMX 69.0% 3,100 1.72%
Putnam Multi-Cap Growth Y PNOYX 69.0% 3,100 0.97%
Putnam Voyager A PVOYX 176.0% 3,600 1.17%
Putnam Voyager B PVOBX 176.0% 3,600 1.92%
Putnam Voyager C PVFCX 176.0% 3,600 1.92%
Putnam Voyager M PVOMX 176.0% 3,600 1.67%
Putnam Voyager R PVYRX 176.0% 3,600 1.42%
Putnam Voyager Y PVYYX 176.0% 3,600 0.92%
Pyxis Premier Growth Equity A HPEAX 23.0% 151 1.11%
Pyxis Premier Growth Equity C HPECX 23.0% 151 1.86%
Pyxis Premier Growth Equity Y HPEYX 23.0% 151 0.86%
Pyxis U.S Equity A HUEAX 40.0% 158 0.86%
Pyxis U.S Equity Y HUEYX 40.0% 158 0.61%
Quaker Strategic Growth I QAGIX 136.2% 176 1.96%
Rainier Large Cap Equity RIMEX 85.7% 791 1.15%
Rainier Large Cap Equity Instl RAIEX 85.7% 791 0.90%
Reynolds Blue Chip Growth RBCGX 55.0% 187 1.55%
RidgeWorth Large Cap Growth Stock A STCIX 19.0% 288 1.36%
RidgeWorth Large Cap Growth Stock C STCFX 19.0% 288 2.06%
RidgeWorth Large Cap Growth Stock I STCAX 19.0% 288 1.06%
RiverPark/Wedgewood Fund Class Institutional RWGIX 48.0% 261 1.00%
RiverPark/Wedgewood Fund Class Retail RWGFX 48.0% 261 1.25%
RS Capital Appreciation A RCAPX 47.0% 111 1.20%
RS Capital Appreciation Fund Class Y RCAYX 47.0% 111 0.82%
Russell Tax-Managed US Large Cap C RTLCX 58.0% 465 1.97%
Russell Tax-Managed US Large Cap S RETSX 58.0% 465 0.97%
Russell Tax-Managed US Large Cap S RETSZ 58.0% 465 0.97%
Rydex Dynamic NASDAQ-100 2X Strategy A RYVLX 164.0% 154 1.92%
Rydex Dynamic NASDAQ-100 2X Strategy H RYVYX 164.0% 154 1.92%
Rydex NASDAQ-100 A RYATX 94.0% 817 1.56%
Rydex NASDAQ-100 Adv RYAOX 94.0% 817 1.80%
Rydex NASDAQ-100 Inv RYOCX 94.0% 817 1.31%
Schwab Large-Cap Growth SWLSX 62.0% 216 0.99%
Sentinel Capital Growth A BRGRX 11.0% 122 1.30%
Sentinel Capital Growth A SBCSZ 11.0% 122 1.30%
Sentinel Capital Growth I SICGX 11.0% 122 1.27%
Sit Large Cap Growth SNIGX 25.4% 265 1.00%
Sterling Capital Special Opps Eq A BOPAX 31.5% 625 1.30%
Sterling Capital Special Opps Eq C BOPCX 31.5% 625 2.05%
Sterling Capital Special Opps Eq Inst BOPIX 31.5% 625 1.05%
SunAmerica Focused Growth A SSAAX 71.0% 133 1.72%
SunAmerica Focused Large Cap Gr A SSFAX 237.0% 290 1.46%
T. Rowe Price Blue Chip Gr R RRBGX 44.2% 13,600 1.28%
T. Rowe Price Blue Chip Growth TRBCX 44.2% 13,600 0.77%
T. Rowe Price Blue Chip Growth Adv PABGX 44.2% 13,600 1.00%
T. Rowe Price Growth & Income PRGIX 9.0% 1,100 0.71%
T. Rowe Price Growth Stock PRGFX 29.5% 27,700 0.70%
T. Rowe Price Growth Stock Adv TRSAX 29.5% 27,700 0.93%
T. Rowe Price Growth Stock R RRGSX 29.5% 27,700 1.20%
T. Rowe Price Instl Large Cap Core Gr TPLGX 36.6% 346 0.65%
T. Rowe Price Instl Large Cap Growth TRLGX 57.6% 5,000 0.57%
T. Rowe Price New America Growth PRWAX 32.1% 3,300 0.81%
T. Rowe Price New America Growth Adv PAWAX 32.1% 3,300 1.07%
TCW Select Equities I TGCEX 28.1% 932 0.92%
TCW Select Equities I TGCTZ 28.1% 932 0.92%
TCW Select Equities N TGCNX 28.1% 932 1.24%
Thornburg Core Growth A THCGX 80.5% 722 1.45%
Thornburg Core Growth I THIGX 80.5% 722 0.99%
Thornburg Core Growth R3 THCRX 80.5% 722 1.50%
Thornburg Core Growth R4 TCGRX 80.5% 722 1.40%
Thornburg Core Growth R5 THGRX 80.5% 722 0.99%
TIAA-CREF Enh Lg Cp Gr Idx Inst TLIIX 121.0% 950 0.38%
TIAA-CREF Large-Cap Gr Idx Instl TILIX 24.0% 908 0.08%
TIAA-CREF Large-Cap Growth Inst TILGX 160.0% 1,500 0.48%
TIAA-CREF Large-Cap Growth Retail TIRTX 160.0% 1,500 0.90%
Touchstone Capital Growth Y TCGYX 26.5% 164 1.00%
Touchstone Growth Opportunities A TGVFX 204.0% 139 1.24%
Touchstone Growth Opportunities C TGVCX 204.0% 139 1.99%
Touchstone Growth Opportunities Fund Class Y TGVYX 204.0% 139 0.99%
Touchstone Growth Opportunities Fund Institutional Class TGVVX 204.0% 139 0.84%
Touchstone Large Cap Growth A TEQAX 91.0% 739 1.25%
Touchstone Large Cap Growth A TXQ1Z 91.0% 739 1.25%
Touchstone Large Cap Growth B TEQBX 91.0% 739 1.83%
Touchstone Large Cap Growth C TEQCX 91.0% 739 2.00%
Touchstone Large Cap Growth Y TIQIX 91.0% 739 0.99%
Touchstone Sands Capital Inst Gr CISGX 18.0% 1,900 0.80%
Transamerica Capital Growth I TFOIX 90.0% 728 1.13%
Transamerica Diversified Equity A TAD1Z 141.0% 1,500 1.47%
Transamerica Diversified Equity A TADAX 141.0% 1,500 1.47%
Transamerica Diversified Equity I TDEIX 141.0% 1,500 1.17%
Transamerica Diversified Equity I2 TWMSZ 141.0% 1,500 0.80%
Turner Large Growth Institutional TTMEX 182.0% 364 0.69%
Turner Large Growth Investor TCGFX 182.0% 364 0.94%
Value Line Larger Companies VALLX 30.0% 180 1.00%
Vanguard Capital Opportunity Adm VHCAX 9.0% 7,100 0.41%
Vanguard Capital Opportunity Inv VHCOX 9.0% 7,100 0.48%
Vanguard Diversified Equity Inv VDEQX 3.0% 1,200 0.41%
Vanguard FTSE Social Index Instl VFTNX 11.0% 535 0.16%
Vanguard FTSE Social Index Inv VFTSX 11.0% 535 0.29%
Vanguard Growth Equity Inv VGEQX 44.0% 731 0.52%
Vanguard Growth Index Instl VIGIX 23.0% 23,400 0.08%
Vanguard Growth Index Inv VIGRX 23.0% 23,400 0.24%
Vanguard Growth Index Signal VIGSX 23.0% 23,400 0.10%
Vanguard Morgan Growth Adm VMRAX 55.0% 8,700 0.30%
Vanguard Morgan Growth Inv VMRGX 55.0% 8,700 0.42%
Vanguard PRIMECAP Adm VPMAX 8.0% 27,700 0.36%
Vanguard PRIMECAP Core Inv VPCCX 9.0% 4,500 0.51%
Vanguard PRIMECAP Inv VPMCX 8.0% 27,700 0.45%
Vanguard Russell 1000 Growth Index Fund Institutional Shares VRGWX 30.0% 507 0.08%
Vanguard US Growth Adm VWUAX 89.0% 3,700 0.30%
Vanguard US Growth Inv VWUSX 89.0% 3,700 0.44%
Victory Large Cap Growth A VFGAX 82.0% 164 1.27%
Victory Large Cap Growth R VFGRX 82.0% 164 1.65%
Virtus Strategic Growth A PST2Z 115.0% 385 1.44%
Virtus Strategic Growth I PLXGX 115.0% 385 1.19%
Vulcan Value Partners VVPLX 44.0% 122 1.51%
Waddell & Reed Accumulative A UNACX 42.0% 1,100 1.21%
Waddell & Reed Accumulative A UNATZ 42.0% 1,100 1.21%
Waddell & Reed Core Investment A UNCMX 79.0% 2,900 1.14%
Waddell & Reed Core Investment Y UNIYX 79.0% 2,900 0.84%
Waddell & Reed Dividend Opps A WDVAX 40.0% 690 1.30%
Waddell & Reed Tax Managed Eq A WTEAX 43.0% 203 1.15%
Waddell & Reed Vanguard A UNVGX 87.0% 1,400 1.25%
Waddell & Reed Vanguard Y WAVYX 87.0% 1,400 0.88%
Wells Fargo Advantage Capital Growth Adm WFCDX 116.0% 772 0.94%
Wells Fargo Advantage Capital Growth I WWCIX 116.0% 772 0.70%
Wells Fargo Advantage Capital Growth Inv SLGIX 116.0% 772 1.27%
Wells Fargo Advantage Endeavor Select A STAEX 100.0% 840 1.23%
Wells Fargo Advantage Endeavor Select Ad WECDX 100.0% 840 1.00%
Wells Fargo Advantage Endeavor Select B WECBX 100.0% 840 1.98%
Wells Fargo Advantage Endeavor Select C WECCX 100.0% 840 1.98%
Wells Fargo Advantage Endeavor Select I WFCIX 100.0% 840 0.80%
Wells Fargo Advantage Growth A SGRCZ 54.0% 10,100 1.22%
Wells Fargo Advantage Growth Adm SGRKX 54.0% 10,100 0.96%
Wells Fargo Advantage Growth I SGRNX 54.0% 10,100 0.75%
Wells Fargo Advantage Growth Inv SGROX 54.0% 10,100 1.29%
Wells Fargo Advantage Large Cap Gr Inv STRFX 47.0% 517 1.19%
Wells Fargo Advantage Large Cap Growth Fund Administrator Class STDFX 47.0% 517 0.95%
Wells Fargo Advantage Large Cap Growth Fund Class C STOFX 47.0% 517 1.87%
Wells Fargo Advantage Large Cap Growth Fund Institutional Class STNFX 47.0% 517 0.75%
Wells Fargo Advantage Omega Growth B EKOBX 123.0% 694 2.05%
Wells Fargo Advantage Omega Growth C EKOCX 123.0% 694 2.05%
Wells Fargo Advantage Prem Lg Co Gr A EKJAX 65.0% 1,400 1.12%
Wells Fargo Advantage Prem Lg Co Gr B EKJBX 65.0% 1,400 1.87%
Wells Fargo Advantage Prem Lg Co Gr C EKJCX 65.0% 1,400 1.87%
Wells Fargo Advantage Prem Lg Co Gr I EKJYX 65.0% 1,400 0.75%
Wells Fargo Advantage Premier Large Company Growth Fund Administrator Class WFPDX 65.0% 1,400 0.95%
Wells Fargo Advantage Premier Large Compnay Growth Fund Investor Class WFPNX 65.0% 1,400 1.19%
White Oak Select Growth WOGSX 12.0% 219 1.14%
William Blair Growth I BGFIX 59.0% 604 0.86%
William Blair Growth I BGFTZ 59.0% 604 0.86%
William Blair Growth N WBGSX 59.0% 604 1.21%
Wilshire Large Company Growth Instl WLCGX 104.0% 180 1.05%
Wilshire Large Company Growth Invmt DTLGX 104.0% 180 1.41%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.