| RANK |
FUND NAME |
SYMBOL |
1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
VOL RANK |
INV. MIN. / IRA MIN. |
MAX LOAD |
EXPENSE RATIO |
| 1. | CGM Mutual | LOMMX | 34.95% | 19.43% | 19.96% | 8 | $2,500 / $1,000 | none% | 1.05% |
| 2. | Janus Twenty** | JAVLX | 30.12 | 22.90 | 20.37 | 7 | 2,500 / 1,000 | none | 0.86 |
| 3. | Janus Adv Forty A | JDCAX | 29.98 | 21.19 | — | 7 | 2,500 / 500 | 5.75 | 0.92 |
| 4. | J. Hancock Large Cap Equity A | TAGRX | 28.56 | 29.01 | 20.42 | 8 | 1,000 / 500 | 5.00 | 1.14 |
| 5. | Jordan Opportunity | JORDX | 23.15 | 20.82 | — | 6 | 10,000 / 2,000 | 2.00r | 1.54 |
| 6. | Natixis CGM Advisor Targeted Equity A | NEFGX | 22.96 | 17.77 | 18.01 | 7 | 2,500 / 1,000 | 5.75s | 1.16 |
| 7. | Quaker Strategic Growth A | QUAGX | 21.71 | 19.15 | 18.83 | 8 | 2,000 / 1,000 | 5.50 | 1.90 |
| 8. | Fidelity Independence | FDFFX | 19.71 | 19.61 | 16.19 | 8 | 2,500 / 500 | none | 0.89 |
| 9. | Amer Century Legacy Focused Lrg Cap Inv | ACFOX | 18.26 | — | — | 10 | 2,500 / — | none | 1.10 |
| 10. | Cookson Peirce Core Equity | CPEQX | 18.16 | — | — | 10 | 2,500 / — | 1.00r | 2.00 |
| 11. | U.S. Global Accolade Global MegaTrends | MEGAX | 17.28 | 14.89 | 15.19 | 5 | 5,000 / — | 0.25r | 2.49 |
| 12. | Touchstone Large Cap Growth A | TEQAX | 14.21 | 11.55 | 14.74 | 7 | 2,500 / 1,000 | 5.75 | 1.16 |
| 13. | Amer Century Legacy Large Cap Inv | ACGOX | 13.54 | — | — | 10 | 2,500 / — | none | 1.10 |
| 14. | Saratoga Large Captlzn Growth B | SLGZX | 13.08 | 13.28 | 9.26 | 10 | 10,000 / — | 5.00s | 2.53 |
| 15. | Waddell & Reed Adv Tax Mgd Eq A | WTEAX | 12.52 | 12.89 | 12.85 | 5 | 500 / — | 5.75s | 1.31 |
| 16. | Sentinel Growth Leaders A | BRFOX | 12.22 | 15.04 | 11.56 | 7 | 1,000 / 1,000 | 5.00s | 1.45 |
| 17. | Ivy Large Cap Growth A | WLGAX | 12.22 | 13.63 | 11.92 | 7 | 500 / — | 5.75s | 1.20 |
| 18. | Edgewood Growth Retail | EGFFX | 11.98 | — | — | 9 | 3,000 / 2,000 | none | 1.50 |
| 19. | Columbia Select Large Cap Growth Z | UMLGX | 11.42 | 14.06 | 13.91 | 7 | 2,500 / 1,000 | 2.00r | 1.20 |
| 20. | BlackRock Focus Growth A | MDFOX | 11.21 | 16.22 | 12.77 | 8 | 1,000 / 1,000 | 5.25 | 1.84 |
| 21. | HSBC Investor Growth A | HOTAX | 11.17 | 12.55 | — | 6 | 1,000 / 250 | 5.00s | 1.11 |
| 22. | Aston/Montag & Caldwell Growth N | MCGFX | 11.14 | 10.99 | 9.05 | 5 | 2,500 / 500 | none | 1.07 |
| 23. | UBS US Large Cap Growth Fund A | BNLGX | 11.13 | 14.08 | 13.79 | 6 | 1,000 / — | 5.50s | 1.05 |
| 24. | Waddell & Reed Vanguard A | UNVGX | 10.52 | 12.88 | 11.74 | 7 | 500 / — | 5.75s | 1.19 |
| 25. | JPMorgan Large Cap Growth A | OLGAX | 10.26 | 11.55 | 10.35 | 7 | 1,000 / 1,000 | 5.25 | 1.24 |
| CATEGORY AVERAGE | 0.04% | 8.60% | 9.59% |