| RANK |
FUND NAME |
SYMBOL |
1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
VOL RANK |
INV. MIN. / IRA MIN. |
MAX LOAD |
EXPENSE RATIO |
| 1. | Janus Twenty** | JAVLX | 17.70% | 15.94% | 17.13% | 8 | $2,500 / $1,000 | none% | 0.86% |
| 2. | Janus Adv Forty A | JDCAX | 15.58 | 14.61 | — | 8 | 2,500 / 500 | 5.75 | 0.92 |
| 3. | J. Hancock Large Cap Equity A | TAGRX | 14.07 | 20.44 | 16.73 | 9 | 1,000 / 500 | 5.00 | 1.14 |
| 4. | Cookson Peirce Core Equity | CPEQX | 13.85 | — | — | 10 | 2,500 / — | 1.00r | 2.00 |
| 5. | CGM Mutual | LOMMX | 13.42 | 13.44 | 17.32 | 9 | 2,500 / 1,000 | none | 1.05 |
| 6. | Fidelity Independence | FDFFX | 10.02 | 13.52 | 13.50 | 9 | 2,500 / 500 | none | 0.89 |
| 7. | Jordan Opportunity | JORDX | 8.43 | 13.81 | — | 7 | 10,000 / 2,000 | 2.00r | 1.54 |
| 8. | Quaker Strategic Growth A | QUAGX | 8.03 | 12.00 | 14.76 | 9 | 2,000 / 1,000 | 5.50 | 1.90 |
| 9. | Natixis CGM Advisor Targeted Equity A | NEFGX | 7.11 | 11.05 | 15.65 | 7 | 2,500 / 1,000 | 5.75 | 1.16 |
| 10. | Edgewood Growth Retail | EGFFX | 5.49 | — | — | 8 | 3,000 / 2,000 | none | 1.50 |
| 11. | Ivy Large Cap Growth A | WLGAX | 5.48 | 8.11 | 9.57 | 7 | 500 / — | 5.75s | 1.15 |
| 12. | Waddell & Reed Adv Tax Mgd Eq A | WTEAX | 5.08 | 8.40 | 10.35 | 5 | 500 / — | 5.75s | 1.31 |
| 13. | Aston/Montag & Caldwell Growth N | MCGFX | 4.50 | 6.63 | 7.29 | 4 | 2,500 / 500 | none | 1.07 |
| 14. | Saratoga Large Captlzn Growth B | SLGZX | 4.25 | 6.22 | 6.27 | 10 | 10,000 / — | 5.00s | 2.53 |
| 15. | HSBC Investor Growth A | HOTAX | 4.13 | 7.06 | — | 5 | 1,000 / 250 | 5.00s | 1.11 |
| 16. | Waddell & Reed Vanguard A | UNVGX | 3.67 | 7.36 | 9.32 | 7 | 500 / — | 5.75s | 1.19 |
| 17. | U.S. Global Accolade Global MegaTrends | MEGAX | 3.57 | 8.10 | 11.51 | 6 | 5,000 / — | 0.25r | 2.49 |
| 18. | BlackRock Capital Appreciation Inv A | SRLAX | 3.47 | 6.54 | 8.68 | 4 | 1,000 / 1,000 | 5.25 | 1.28 |
| 19. | Activa Assets Growth | AGFDX | 3.28 | 6.39 | 8.45 | 4 | 500 / 500 | none | 1.30 |
| 20. | Amer Century Legacy Large Cap Inv | ACGOX | 3.07 | — | — | 9 | 2,500 / 2,500 | none | 1.10 |
| 21. | Chase Growth | CHASX | 2.80 | 4.45 | 9.73 | 3 | 2,000 / — | 2.00r | 1.17 |
| 22. | Reynolds Blue Chip Growth | RBCGX | 2.65 | 2.85 | 3.60 | 3 | 1,000 / 1,000 | none | 2.02 |
| 23. | TCW Large Cap Growth I | TGLCX | 2.64 | — | — | 8 | 2,000 / 500 | none | 1.34 |
| 24. | Touchstone Large Cap Growth A | TEQAX | 2.42 | 6.08 | 11.11 | 8 | 2,500 / 1,000 | 5.75 | 1.25 |
| 25. | UBS US Large Cap Growth Fund A | BNLGX | 2.34 | 7.69 | 10.45 | 6 | 1,000 / — | 5.50s | 1.05 |
| CATEGORY AVERAGE | -6.75% | 3.42% | 6.75% |