Mutual Fund Scoreboard

Welcome to BusinessWeek's interactive Mutual Fund Scoreboard, a tool that's updated each month to show how funds are performing. Scan the listings, or enter a fund name or ticker symbol to pull up a specific fund. Click on the fund's name and you'll get a pop-up with more information. Clicking on the headers will sort the scoreboard by the column's criteria.

Enter a fund name or symbol

All fund categories Bank Loan Bear Market Conservative Allocation Convertibles Currency Diversified Emerging Mkts Diversified Pacific/Asia Emerging Markets Bond Europe Stock Foreign Large Blend Foreign Large Growth Foreign Large Value Foreign Small/Mid Growth Foreign Small/Mid Value Global Real Estate High Yield Bond High Yield Muni Inflation-Protected Bond Intermediate Government Intermediate-Term Bond Japan Stock Large Blend Large Growth Large Value Latin America Stock Long Government Long-Short Long-Term Bond Mid-Cap Blend Mid-Cap Growth Mid-Cap Value Moderate Allocation Multisector Bond Muni California Interm/Short Muni California Long Muni Massachusetts Muni Minnesota Muni National Interm Muni National Long Muni National Short Muni New Jersey Muni New York Interm/Short Muni New York Long Muni Ohio Muni Pennsylvania Muni Single State Interm Muni Single State Long Muni Single State Short Pacific/Asia ex-Japan Stk Short Government Short-Term Bond Small Blend Small Growth Small Value Specialty-Communications Specialty-Financial Specialty-Health Specialty-Natural Res Specialty-Precious Metals Specialty-Real Estate Specialty-Technology Specialty-Utilities Target-Date 2000-2014 Target-Date 2015-2029 Target-Date 2030+ Ultrashort Bond World Allocation World Bond World Stock Select a fund category

Data as of December 31, 2008
Fund Name	BW Overall Rating	Fund Category	BW Category Rating	Assets ($ Mil.)	1 Yr. Assets Change (%)	Sales Charge	Expense Ratio	PRETAX RETURNS							Turnover	Cash (%)	12-Mo. Yield (%)	Risk	Foreign (%)	P-E Ratio	Untaxed Gains (%)
								1-Mo.	3-Mo.	Year- to- date	12-Mo.	3-Yr.	5-Yr.	10-Yr.
Aegis Value (AVALX)	A	Small Value	A	85.2	-65.6	No load	1.44	0.1	-47.9	-51.4	-51.4	-19.3	-9.1	4.3	Average	0.2	6.1	High	2.8	17.6	-196.3
AIM Basic Balanced A (BBLAX)	A	Moderate Allocation	A	351.2	-48.7	5.5	1.08c	2.3	-20.9	-38.7	-38.7	-11.4	-4.9	NA	Average	4.6	4.8	Above Average	51.3	8.5	-122.7
AIM Basic Value A (GTVLX)	A	Large Blend	A	791.7	-67.5	5.5	1.14c	1.9	-30.6	-51.8	-51.8	-18.0	-8.4	0.5	Low	1.2	0.4	High	11.7	8.6	-73.3
AIM Financial Services Inv (FSFSX)	A	Specialty-Financial	B+	118.5	-64.6	No load	1.31c	-3.0	-39.0	-60.3	-60.3	-29.1	-16.5	-6.5	Low	3.2	1.8	High	5.0	9.2	-175.3
AIM Mid Cap Basic Value A (MDCAX)	A	Mid-Cap Blend	A	46.1	-59.9	5.5	1.43c	4.5	-36.0	-51.4	-51.4	-16.8	-5.8	NA	Average	3.4	0.0	High	9.1	8.8	-99.4
Alabama Tax-Free Bond (ALABX)	A	Muni Single State Short	A	27.4	10.9	No load	0.65	1.1	2.3	3.9	3.9	3.5	2.6	3.6	NA	17.0	3.4	Below Average	NA	NA	1.9
Allegiant Government Mortgage I (AUSIX)	A	Intermediate Government	B+	158.2	-30.3	No load	0.61c	1.4	3.9	7.6	7.6	6.3	5.0	5.4	NA	2.2	4.9	Average	NA	NA	NA
Allegiant Large Cap Growth I (AEQIX)	A	Large Growth	B+	177.5	-66.4	No load	0.94c	0.5	-25.2	-42.8	-42.8	-11.8	-5.5	-4.5	Very High	0.2	0.2	Below Average	3.7	8.4	NA
Allegiant OH Intermediate Tax-Exempt I (AOHIX)	A	Muni Ohio	B+	99.9	-13.2	No load	0.57c	1.7	3.3	3.4	3.4	3.7	2.9	3.9	NA	5.0	3.7	Below Average	NA	NA	NA
Allegiant Ultra Short Bond I (ASDIX)	A	Ultrashort Bond	B+	63.1	-4.2	No load	0.40c	0.7	1.9	4.4	4.4	4.8	3.5	NA	NA	36.1	3.9	Below Average	NA	NA	NA
Allianz Global Investors Value A (PDLAX)	A	Large Value	A	137.0	-71.1	5.5a	1.11c	3.0	-24.7	-49.0	-49.0	-16.6	-6.9	1.6	Very High	3.6	4.9	High	3.5	12.2	-148.7
Alpine U.S. Real Estate Equity (EUEYX)	A	Specialty-Real Estate	A	42.0	-63.8	No load	1.58	19.0	-37.5	-55.6	-55.6	-30.1	-12.2	2.1	Average	10.0	1.0	Above Average	33.1	8.5	-189.2
Alpine Ultra Short Tax Optimized Inc (ATOIX)	A	Muni National Short	A	329.6	296.0	No load	0.60	0.2	0.9	3.6	3.6	3.9	3.1	NA	NA	11.4	4.0	Low	NA	NA	-0.2
American Century Newton Inv (AEVIX)	A	Small Growth	A	2.0	-60.8	No load	1.51	3.6	-25.5	-50.3	-50.3	-16.1	-10.6	NA	Very High	0.0	0.0	Above Average	2.0	5.7	-68.9
American Century Short-Term Govt Inv (TWUSX)	A	Short Government	B	1,015.7	-10.7	No load	0.55	1.4	1.5	4.7	4.7	5.0	3.5	4.0	NA	28.6	3.4	Below Average	NA	NA	-1.5
American Independence KS Tax-Exempt Bd I (SEKSX)	A	Muni Single State Interm	A	208.4	16.0	No load	0.40c	1.7	2.5	2.1	2.1	3.2	2.9	3.8	NA	4.1	4.0	Low	NA	NA	-1.7
Ameritor Security Trust (ASTRX)	A	Mid-Cap Growth	A	0.4	NA	No load	12.84c	-6.2	-34.8	-54.5	-54.5	-27.9	-20.4	-18.1	Low	2.0	0.0	Below Average	25.8	7.0	-787.5
Ariel (ARGFX)	A	Mid-Cap Blend	A	1,091.2	-68.2	No load	1.03c	5.7	-34.3	-48.2	-48.2	-17.5	-7.1	1.5	Low	0.8	1.6	Above Average	0.7	8.3	-77.7
AssetMark Large Cap Growth (AFLGX)	A	Large Growth	B+	254.9	-68.0	No load	1.33c	2.3	-24.4	-41.6	-41.6	-13.8	-6.3	NA	Average	0.0	0.0	Average	1.2	9.5	-59.4
AssetMark Large Cap Value (AFLVX)	A	Large Value	A	239.4	-63.8	No load	1.34c	1.4	-26.7	-44.4	-44.4	-13.4	-5.9	NA	Average	0.5	3.5	Above Average	2.0	12.1	-94.1
Atlantic Whitehall Growth Instl (AWGFX)	A	Large Growth	B+	29.5	-54.8	No load	1.10	0.8	-20.9	-38.6	-38.6	-10.1	-5.4	NA	Very High	4.2	0.2	Below Average	5.6	7.9	-49.0
Azzad Ethical Income (AEIFX)	A	Mid-Cap Blend	A	3.8	-42.5	No load	1.90c	3.7	-25.3	-43.7	-43.7	-13.6	-6.2	NA	Very High	0.9	0.8	Below Average	20.9	9.6	-68.8
Baird Intermediate Muni Bd Inst (BMBIX)	A	Muni National Interm	A	226.6	112.6	No load	0.30	2.5	5.2	6.4	6.4	5.0	3.8	NA	NA	6.3	3.4	Above Average	NA	NA	2.6
Baird LargeCap Inst (BHGIX)	A	Large Growth	B+	16.3	-41.0	No load	0.75	-0.4	-26.5	-39.9	-39.9	-12.1	-5.9	NA	High	1.6	0.5	Below Average	2.8	6.5	-48.8
BB&T VA Intermediate Tax-Free I (BVATX)	A	Muni Single State Interm	A	69.3	1.6	No load	0.63c	2.4	4.5	4.7	4.7	4.3	3.3	NA	NA	7.3	3.4	Average	NA	NA	1.6
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Data: Morningstar, Inc.

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