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.
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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 (%) |
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1-Mo. |
3-Mo. |
Year- to- date |
12-Mo. |
3-Yr. |
5-Yr. |
10-Yr. |
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Aegis Value (AVALX) | A | Small Value | A | No load | Average | High | |||||||||||||||||||
AIM Basic Balanced A (BBLAX) | A | Moderate Allocation | A | |
NA | Average | Above Average |
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AIM Basic Value A (GTVLX) | A | Large Blend | A | |
Low | High | |||||||||||||||||||
AIM Financial Services Inv (FSFSX) | A | Specialty-Financial | B+ | No load | Low | High | |||||||||||||||||||
AIM Mid Cap Basic Value A (MDCAX) | A | Mid-Cap Blend | A | |
NA | Average | High | ||||||||||||||||||
Alabama Tax-Free Bond (ALABX) | A | Muni Single State Short | A | No load | NA | Below Average |
NA | NA | |||||||||||||||||
Allegiant Government Mortgage I (AUSIX) | A | Intermediate Government | B+ | No load | NA | Average | NA | NA | NA | ||||||||||||||||
Allegiant Large Cap Growth I (AEQIX) | A | Large Growth | B+ | No load | Very High | Below Average |
NA | ||||||||||||||||||
Allegiant OH Intermediate Tax-Exempt I (AOHIX) | A | Muni Ohio | B+ | No load | NA | Below Average |
NA | NA | NA | ||||||||||||||||
Allegiant Ultra Short Bond I (ASDIX) | A | Ultrashort Bond | B+ | No load | NA | NA | Below Average |
NA | NA | NA | |||||||||||||||
Allianz Global Investors Value A (PDLAX) | A | Large Value | A | |
Very High | High | |||||||||||||||||||
Alpine U.S. Real Estate Equity (EUEYX) | A | Specialty-Real Estate | A | No load | Average | Above Average |
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Alpine Ultra Short Tax Optimized Inc (ATOIX) | A | Muni National Short | A | No load | NA | NA | Low | NA | NA | ||||||||||||||||
American Century Newton Inv (AEVIX) | A | Small Growth | A | No load | NA | Very High | Above Average |
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American Century Short-Term Govt Inv (TWUSX) | A | Short Government | B | No load | NA | Below Average |
NA | NA | |||||||||||||||||
American Independence KS Tax-Exempt Bd I (SEKSX) | A | Muni Single State Interm | A | No load | NA | Low | NA | NA | |||||||||||||||||
Ameritor Security Trust (ASTRX) | A | Mid-Cap Growth | A | NA | No load | Low | Below Average |
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Ariel (ARGFX) | A | Mid-Cap Blend | A | No load | Low | Above Average |
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AssetMark Large Cap Growth (AFLGX) | A | Large Growth | B+ | No load | NA | Average | Average | ||||||||||||||||||
AssetMark Large Cap Value (AFLVX) | A | Large Value | A | No load | NA | Average | Above Average |
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Atlantic Whitehall Growth Instl (AWGFX) | A | Large Growth | B+ | No load | NA | Very High | Below Average |
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Azzad Ethical Income (AEIFX) | A | Mid-Cap Blend | A | No load | NA | Very High | Below Average |
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Baird Intermediate Muni Bd Inst (BMBIX) | A | Muni National Interm | A | No load | NA | NA | Above Average |
NA | NA | ||||||||||||||||
Baird LargeCap Inst (BHGIX) | A | Large Growth | B+ | No load | NA | High | Below Average |
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BB&T VA Intermediate Tax-Free I (BVATX) | A | Muni Single State Interm | A | No load | NA | NA | Average | NA | NA | ||||||||||||||||
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Click here for column and footnote definitions.
Data: Morningstar, Inc.
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Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.