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| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
| 1. | PGIM Jennison MLP Fund-Class Z (PRPZX) | The fund investment attempts total return. The fund seeks to provide total return through a combination of current income and capital appreciation. It ...Detailed Profile | $5.95 | 43.71% | 1.67% | |||
| 2. | Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class Z (MLOZX) | The fund investment aims to provide attractive total return, comprised of current income and price appreciation. The fund will invest at least 80% of its ...Detailed Profile | $6.54 | 39.5% | 0.91% | |||
| 3. | Cohen & Steers Real Estate Securities Fund, Inc. Class Z (CSZIX) | The fund has a full name Cohen & Steers Real Estate Securities Fund Inc., and is available for active trading/investments in the American markets in the ...Detailed Profile | $20.85 | 28.61% | 0.78% | |||
| 4. | PGIM Jennison Financial Services Fund- Class Z (PFSZX) | The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its investable assets in equity and equity-related ...Detailed Profile | $23.38 | 26.59% | 1.09% | |||
| 5. | AB All Market Real Return Portfolio Class Z (AMTZX) | The mutual fund is designed to maximize real return over inflation. The managers expect to invest its assets principally in the following instruments ...Detailed Profile | $10.37 | 25.63% | 0.89% | |||
| 6. | PGIM QMA Mid-Cap Value Fund- Class Z (SPVZX) | The fund investment attempts capital growth. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of ...Detailed Profile | $22.07 | 25.5% | 0.88% | |||
| 7. | Fidelity Advisor Value Fund Class Z (FVLZX) | The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed ...Detailed Profile | $32.72 | 25.18% | 0.75% | |||
| 8. | PGIM QMA Large-Cap Value Fund- Class Z (SUVZX) | The investment seeks long-term growth of capital. The fund invests in a diversified portfolio of large-capitalization company stocks that the subadviser ...Detailed Profile | $14.82 | 25.03% | 0.81% | |||
| 9. | PGIM Jennison Natural Resources Fund - Class Z (PNRZX) | The investment seeks long-term growth of capital. The fund normally invests at least 80% of investable assets in equity and equity-related securities of ...Detailed Profile | $43.15 | 24.16% | 0.94% | |||
| 10. | Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) | The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in securities of companies with medium market ...Detailed Profile | $28.38 | 23.91% | 0.29% | |||
| 11. | AB Large Cap Growth Fund Class Z (APGZX) | The fund investment attempts long-term growth of capital. The fund invests primarily in equity securities of a limited number of large, carefully ...Detailed Profile | $101.3 | 22.72% | 0.53% | |||
| 12. | Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) | The investment seeks high total return through a combination of current income and capital appreciation. The fund invests at least 80% of its assets in ...Detailed Profile | $18.61 | 22.26% | 0.53% | |||
| 13. | Fidelity Advisor Diversified Stock Fund Class Z (FZACX) | The fund investment attempts capital growth. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks. The fund ...Detailed Profile | $39.82 | 21.84% | 0.49% | |||
| 14. | PGIM QMA Large-Cap Core Equity Fund- Class Z (PTEZX) | The fund investment attempts long-term growth of capital. The fund normally invests at least 80% of its investable assets in equity and equity-related ...Detailed Profile | $21.26 | 21.76% | 0.48% | |||
| 15. | Franklin Mutual Financial Services Fund Class Z (TEFAX) | The fund investment attempts capital appreciation, which may occasionally be short term; income is a secondary consideration. The fund invests at least ...Detailed Profile | $25.41 | 21.63% | 1.14% | |||
| 16. | Fidelity Advisor Large Cap Fund Class Z (FIDLX) | The fund investment attempts long-term growth of capital. The fund normally invests primarily in common stocks. It normally invests at least 80% of its ...Detailed Profile | $40.54 | 21.62% | 0.36% | |||
| 17. | PGIM Global Real Estate Fund- Class Z (PURZX) | The investment seeks capital appreciation and income. The fund normally invests at least 80% of its investable assets (net assets plus any borrowings ...Detailed Profile | $27.12 | 21.38% | 0.94% | |||
| 18. | Fidelity Advisor Dividend Growth Fund Class Z (FZADX) | The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities. It invests primarily in common stocks. ...Detailed Profile | $21.86 | 21.2% | 0.41% | |||
| 19. | AMG TimesSquare Emerging Markets Small Cap Fund Class Z (TQEZX) | The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any ...Detailed Profile | $15.55 | 21.19% | 1.25% | |||
| 20. | Alger Growth & Income Fund Class Z (AGIZX) | The fund investment aims to provide capital appreciation and current income. The advisor intends to invest at least 65% of its total assets in dividend ...Detailed Profile | $60.28 | 21.11% | 0.73% | |||
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