Fund Family: Bridgeway
|
 |
BRLGX
C(A)
A+ B |
Bridgeway Large-Cap Growth
$0.169B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| BRLGX | Bridgeway Large-Cap Growth | — | — | 0.81% | 2,000 | |
Fund Family: Chesapeake
|
 |
CHCGX
B(C)
A+ B- |
Chesapeake Core Growth
$0.029B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| CHCGX | Chesapeake Core Growth | — | — | 1.94% | 2,500 | |
Fund Family: Clipper Fund
|
 |
CFIMX
B(C)
A+ B-
|
Clipper
$1.23B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| CFIMX | Clipper | — | — | 0.74% | 2,500 | |
Fund Family: Fidelity Investments
|
 |
FLGEX
C(B)
A+ C+ |
Fidelity Large Cap Growth Enhanced Idx
$0.459B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| FLGEX | Fidelity® Large Cap Growth Enhanced Idx | — | — | 0.45% | 2,500 | |
Fund Family: Glenmede
|
 |
GTLLX
C(A)
A+ B |
Glenmede Large Cap Growth
$2.02B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| GTLLX | Glenmede Large Cap Growth | — | — | 0.88% | 0 | | GTILX | Glenmede Large Cap Growth Institutional | — | — | — | 10.0 Mil | |
 |
GTLOX
C(A)
A+ B |
Glenmede Large Cap Core Port
$1.69B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| GTLIX | Glenmede Large Cap Core Institutional | — | — | — | 10.0 Mil | | GTLOX | Glenmede Large Cap Core Port | — | — | 0.87% | 0 | |
Fund Family: Hartford Mutual Funds
|
 |
HAIAX
B(A)
A+ B- |
Hartford Core Equity A
$0.635B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| HAIAX | Hartford Core Equity A | 5.50% | — | 1.31% | 2,000 | | HGIBX | Hartford Core Equity B | — | 5.00% | 2.10% | 2,000 | | HGICX | Hartford Core Equity C | — | 1.00% | 2.00% | 2,000 | | HGIIX | Hartford Core Equity I | — | — | — | 2,000 | | HGIRX | Hartford Core Equity R3 | — | — | 1.50% | 0 | | HGISX | Hartford Core Equity R4 | — | — | 1.20% | 0 | | HGITX | Hartford Core Equity R5 | — | — | 0.90% | 0 | | HAITX | Hartford Core Equity R6 | — | — | — | 0 | | HGIYX | Hartford Core Equity Y | — | — | 0.85% | 250,000 | |
Fund Family: Natixis Funds
|
 |
LGRRX
B(A)
A+ C+ |
Loomis Sayles Growth A
$1.61B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| LGRRX | Loomis Sayles Growth A | 5.75% | — | 0.92% | 2,500 | | LGRBX | Loomis Sayles Growth B | — | 5.00% | 1.66% | 2,500 | | LGRCX | Loomis Sayles Growth C | — | 1.00% | 1.67% | 2,500 | | LGRNX | Loomis Sayles Growth N | — | — | 0.55% | 1,000,000 | | LSGRX | Loomis Sayles Growth Y | — | — | 0.67% | 100,000 | |
Fund Family: Oak Associates
|
 |
WOGSX
B(D)
A+ B- |
White Oak Select Growth
$0.263B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| WOGSX | White Oak Select Growth | — | — | 1.10% | 2,000 | |
Fund Family: PNC Funds
|
 |
PEWAX
C(B)
A+ B- |
PNC Large Cap Growth A
$0.096B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| PEWAX | PNC Large Cap Growth A | 5.50% | — | 1.26% | 1,000 | | PEWCX | PNC Large Cap Growth C | — | 1.00% | 1.85% | 1,000 | | PEWIX | PNC Large Cap Growth I | — | — | 0.98% | 0 | |
Fund Family: PRIMECAP Odyssey Funds
|
 |
POSKX
C(C)
A+ B- |
PRIMECAP Odyssey Stock
$5.18B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| POSKX | PRIMECAP Odyssey Stock | — | — | 0.65% | 2,000 | |
Fund Family: ProFunds
|
 |
OTPSX
B(B)
A+ B- |
ProFunds NASDAQ-100 Svc
$0.094B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| OTPIX | ProFunds NASDAQ-100 Inv | — | — | 1.60% | 15,000 | | OTPSX | ProFunds NASDAQ-100 Svc | — | — | 2.60% | 15,000 | |
Fund Family: Rydex Funds
|
 |
RYATX
B(A)
A+ B- |
Rydex NASDAQ-100 A
$1.25B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| RYATX | Rydex NASDAQ-100® A | 4.75% | — | 1.50% | 2,500 | | RYCOX | Rydex NASDAQ-100® C | — | 1.00% | 2.25% | 2,500 | | RYHOX | Rydex NASDAQ-100® H | — | — | 1.47% | 2,500 | | RYOCX | Rydex NASDAQ-100® Inv | — | — | 1.26% | 2,500 | |
Fund Family: SEI
|
 |
SCPAX
C(E)
A+ B- |
SEI Large Cap Disciplined Eq A (SIIT)
$3.86B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | — | — | 0.18% | 100,000 | |
Fund Family: Shelton Capital Management
|
 |
NASDX
B(A)
A+ C+ |
Shelton Nasdaq-100 Index Direct
$0.279B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| NASDX | Shelton Nasdaq-100 Index Direct | — | — | 0.49% | 1,000 | | NDXKX | Shelton Nasdaq-100 Index K | — | — | 0.99% | 1,000 | |
Fund Family: SPDR State Street Global Advisors
|
Fund Family: T. Rowe Price
|
 |
PRGIX
C(C)A+ B- |
T. Rowe Price Growth & Income
$1.59B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| PRGIX | T. Rowe Price Growth & Income | — | — | 0.67% | 2,500 | |
Fund Family: Thrivent
|
 |
AAAGX
B(B)
A+ C+ |
Thrivent Large Cap Growth A
$0.711B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| AAAGX | Thrivent Large Cap Growth A | 5.50% | — | 1.20% | 2,000 | | THLCX | Thrivent Large Cap Growth I | — | — | 0.81% | 50,000 | |
Fund Family: USAA
|
 |
USNQX
B(A)
A+ C+ |
USAA NASDAQ-100 Index
$0.932B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| USNQX | USAA NASDAQ-100 Index | — | — | 0.59% | 3,000 | |
Fund Family: VALIC
|
 |
VCNIX
B(A)
A+ C+ |
VALIC Company I NASDAQ-100 Index
$0.335B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| VCNIX | VALIC Company I NASDAQ-100 Index | — | — | 0.53% | 0 | |
 |
VCSRX
C(B)
A+ B- |
VALIC Company II Socially Responsible
$0.761B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| VCSRX | VALIC Company II Socially Responsible | — | — | 0.56% | 0 | |
Fund Family: Vanguard
|
 |
VFTSX
C(B)
A+ B- |
Vanguard FTSE Social Index Inv
$2.02B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| VFTNX | Vanguard FTSE Social Index I | — | — | 0.15% | 5.0 Mil | | VFTSX | Vanguard FTSE Social Index Inv | — | — | 0.25% | 0 | |
 |
VRGWX
C(D)
A+ C+ |
Vanguard Russell 1000 Growth Index I
$2.19B | Large Growth
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| VRGWX | Vanguard Russell 1000 Growth Index I | — | — | 0.08% | 5.0 Mil | |
 |
VSLIX
C(B)
A+ B- |
Vanguard Structured Large-Cap Eq I
$0.59B | Large Blend
More data at: Yahoo | Morningstar
| Ticker |
Same Class Fund Name |
Front Load |
Deferred Load |
Expense Ratio |
Min. Init. Purchase |
| VSLPX | Vanguard Struct Large-Cap Eq InstlPlus | — | — | 0.16% | 200.0 Mil | | VSLIX | Vanguard Structured Large-Cap Eq I | — | — | 0.20% | 5.0 Mil | |
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