Columbia Strategic Investor A (CSVAX)
Expense Ratio: 1.26%
Expected Lifetime Fees: $36,524.18
The Columbia Strategic Investor A fund (CSVAX) is a Large Growth fund started on 11/1/2002 and has $754.50 million in assets under management. The current manager has been running Columbia Strategic Investor A since 5/20/2012. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.25%
Vanguard Growth ETF (VUG)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86
The Vanguard Growth ETF (VUG) is an Exchange Traded Fund. It is a "basket" of securities that index the Large Growth investment strategy and is an alternative to a Large Growth mutual fund. Fees are very low compared to a comparable mutual fund like Columbia Strategic Investor A because computers automatically manage the stocks.
|Mutual Fund Name||Ticker Symbol||Turnover||Assets (M)||Annual Fees|
|Aberdeen US Equity A||GXXAX||48.7%||307||1.15%|
|Alger Capital Appreciation Instl I||ALARX||153.3%||1,600||1.17%|
|Alger Capital Appreciation Instl I||ALCTZ||153.3%||1,600||1.17%|
|Alger Capital Appreciation Portfolio Class I-2||ALVOX||156.3%||338||0.97%|
|Alger Capital Appreciation Z||ACAZX||163.8%||1,100||0.97%|
|Alger Large Cap Growth Portfolio Class I-2||AAGOX||53.3%||301||0.85%|
|Alger Large Cap Growth Z||ALCZX||66.7%||260||0.99%|
|Alger Spectra Z||ASPZX||163.1%||1,800||1.10%|
|AllianceBern Growth Adv||AGRYX||145.0%||570||1.21%|
|AllianceBern Large Cap Growth A||APG4Z||158.0%||1,600||1.25%|
|AllianceBern Large Cap Growth A||APGAX||158.0%||1,600||1.25%|
|AllianceBern Large Cap Growth Adv||APGYX||158.0%||1,600||1.10%|
|AllianceBern Large Cap Growth I||ALLIX||158.0%||1,600||0.94%|
|Allianz AGIC Growth A||PGWAX||92.0%||600||1.16%|
|Allianz AGIC Growth A||PGWCZ||92.0%||600||1.16%|
|Allianz AGIC Growth Admin||PGFAX||92.0%||600||1.06%|
|Allianz AGIC Growth D||PGRDX||92.0%||600||1.16%|
|Allianz AGIC Growth Instl||PGFIX||92.0%||600||0.81%|
|Allianz RCM Large-Cap Growth A||RALGX||69.0%||390||1.11%|
|Allianz RCM Large-Cap Growth D||DLCNX||69.0%||390||1.11%|
|Allianz RCM Large-Cap Growth Instl||DRLCX||69.0%||390||0.76%|
|Amana Trust Growth||AMAGX||5.0%||2,200||1.14%|
|American Century All Cap Growth Inv||TWGTX||75.0%||967||1.00%|
|American Century Growth A||TCRAX||79.0%||8,800||1.23%|
|American Century Growth Instl||TWGIX||79.0%||8,800||0.78%|
|American Century Growth Inv||TWCGX||79.0%||8,800||0.98%|
|American Century One Choice Vry AgrsvInv||AOVIX||18.0%||187||1.02%|
|American Century Select A||TWA1Z||17.0%||1,900||1.25%|
|American Century Select A||TWCAX||17.0%||1,900||1.25%|
|American Century Select Instl||TWSIX||17.0%||1,900||0.80%|
|American Century Select Inv||TWCIX||17.0%||1,900||1.00%|
|American Century Ultra A||TWUAX||13.0%||6,100||1.24%|
|American Century Ultra Inst||TWUIX||13.0%||6,100||0.79%|
|American Century Ultra Inv||TWCUX||13.0%||6,100||0.99%|
|American Funds AMCAP A||AMCPX||31.0%||23,200||0.73%|
|American Funds AMCAP F-1||AMPFX||31.0%||23,200||0.73%|
|American Funds AMCAP F-2||AMCFX||31.0%||23,200||0.49%|
|American Funds AMCAP R3||RAFCX||31.0%||23,200||1.04%|
|American Funds AMCAP R4||RAFEX||31.0%||23,200||0.73%|
|American Funds AMCAP R5||RAFFX||31.0%||23,200||0.43%|
|American Funds AMCAP R6||RAFGX||31.0%||23,200||0.39%|
|American Funds Growth Fund of Amer A||AGTHX||34.0%||114,400||0.68%|
|American Funds Growth Fund of Amer F-1||GFAFX||34.0%||114,400||0.67%|
|American Funds Growth Fund of Amer F-2||GFFFX||34.0%||114,400||0.43%|
|American Funds Growth Fund of Amer R3||RGACX||34.0%||114,400||0.97%|
|American Funds Growth Fund of Amer R4||RGAEX||34.0%||114,400||0.68%|
|American Funds Growth Fund of Amer R5||RGAFX||34.0%||114,400||0.38%|
|American Funds Growth Fund of Amer R6||RGAGX||34.0%||114,400||0.33%|
|American Funds New Economy A||ANEFX||45.0%||7,200||0.85%|
|American Funds New Economy F-1||ANFFX||45.0%||7,200||0.85%|
|American Funds New Economy F-2||NEFFX||45.0%||7,200||0.59%|
|American Funds New Economy R3||RNGCX||45.0%||7,200||1.17%|
|American Funds New Economy R4||RNGEX||45.0%||7,200||0.85%|
|American Funds New Economy R5||RNGFX||45.0%||7,200||0.54%|
|American Funds New Economy R6||RNGGX||45.0%||7,200||0.49%|
|AQR Momentum Fund Class L||AMOMX||162.0%||427||0.50%|
|ASTON/Montag & Caldwell Growth I||MCGIX||63.5%||3,700||0.82%|
|ASTON/Montag & Caldwell Growth N||MCGFX||63.5%||3,700||1.07%|
|BlackRock Capital Appreciation BlackRock||BFGBX||79.0%||5,000||0.72%|
|BlackRock Capital Appreciation BlackRock||BFGSZ||79.0%||5,000||0.72%|
|BlackRock Capital Appreciation Fund Institutional Shares||MAFGX||79.0%||5,000||0.78%|
|BlackRock Capital Appreciation Inv A||MDFGX||79.0%||5,000||1.08%|
|BlackRock Capital Appreciation Inv A||MDFSZ||79.0%||5,000||1.08%|
|BlackRock Large Cap Growth Instl||MALHX||169.0%||1,000||0.96%|
|Brown Advisory Growth Equity Instl||BIAGX||30.0%||902||0.94%|
|Calamos Growth I||CGRIX||84.7%||7,000||1.02%|
|Calvert Equity A||CSIEX||41.0%||2,300||1.22%|
|Calvert Equity I||CEYIX||41.0%||2,300||0.69%|
|Calvert Equity Y||CIEYX||41.0%||2,300||0.86%|
|Calvert Social Index A||CSXAX||8.0%||131||0.75%|
|Calvert Social Index I||CISIX||8.0%||131||0.21%|
|Century Shares Trust Instl||CEN1Z||72.0%||170||1.13%|
|Century Shares Trust Instl||CENSX||72.0%||170||1.13%|
|Chase Growth Institutional||CHAIX||82.4%||151||0.93%|
|Chase Growth N||CHASX||82.4%||151||1.24%|
|Columbia Large Cap Growth A||LEGAX||116.0%||2,500||1.17%|
|Columbia Large Cap Growth Fund Class R4||CLRUX||116.0%||2,500||1.03%|
|Columbia Large Cap Growth Fund Class R5||CLWFX||116.0%||2,500||0.78%|
|Columbia Large Cap Growth T||GAEGX||116.0%||2,500||1.22%|
|Columbia Large Cap Growth Z||GEGSZ||116.0%||2,500||0.92%|
|Columbia Large Cap Growth Z||GEGTX||116.0%||2,500||0.92%|
|Columbia Large Growth Quantitative A||RDLAX||57.0%||557||1.17%|
|Columbia Marsico 21st Century Z||NMYAX||104.0%||1,400||1.06%|
|Columbia Marsico Focused Eq Z||NFEPX||90.0%||1,900||1.04%|
|Columbia Marsico Growth Z||NGIPX||65.0%||2,800||1.04%|
|Columbia Select Large Cap Growth A||ELGAX||53.0%||5,100||1.19%|
|Columbia Select Large Cap Growth Z||UMLGX||53.0%||5,100||0.94%|
|Columbia Strategic Investor Z||CSV1Z||62.0%||755||1.01%|
|Columbia Strategic Investor Z||CSVFX||62.0%||755||1.01%|
|Davis Opportunity A||RPEAX||53.0%||414||1.02%|
|Davis Opportunity Y||DGOYX||53.0%||414||0.77%|
|Delaware Select Growth Instl||VAGGX||41.0%||740||1.24%|
|Delaware US Growth A||DUGSZ||25.0%||825||1.10%|
|Delaware US Growth Instl||DEUIX||25.0%||825||0.85%|
|Dreyfus Growth & Income||DGRIX||88.4%||498||1.03%|
|Dreyfus Research Growth A||DWO1Z||88.1%||949||1.13%|
|Dreyfus Research Growth I||DWOIX||88.1%||949||0.88%|
|Dreyfus Research Growth Z||DREQX||88.1%||949||0.88%|
|Dreyfus Third Century Z||DRTHX||50.5%||242||1.03%|
|Dreyfus US Equity A||DPUAX||10.6%||477||1.15%|
|DWS Capital Growth A||SDG1Z||48.0%||1,400||1.04%|
|DWS Capital Growth A||SDGAX||48.0%||1,400||1.04%|
|DWS Capital Growth Inst||SDGTX||48.0%||1,400||0.70%|
|DWS Capital Growth S||SCCSZ||48.0%||1,400||0.77%|
|DWS Capital Growth S||SCGSX||48.0%||1,400||0.77%|
|DWS Large Cap Focus Growth A||SGGAX||209.0%||207||1.25%|
|DWS Large Cap Focus Growth S||SCQ1Z||209.0%||207||1.02%|
|DWS Large Cap Focus Growth S||SCQGX||209.0%||207||1.02%|
|Dynamic Contrarian Advantage Fund Class I||DWGVX||166.6%||686,300||1.15%|
|Eagle Capital Appreciation A||HRCPX||37.0%||341||1.22%|
|Eagle Capital Appreciation A||HRCSZ||37.0%||341||1.22%|
|Eagle Capital Appreciation I||HRCIX||37.0%||341||0.90%|
|Eagle Capital Appreciation R5||HRCMX||37.0%||341||0.93%|
|Eaton Vance Atlanta Capital Focused Gr A||EAALX||62.0%||158||1.25%|
|Eaton Vance Atlanta Capital Focused Gr I||EILGX||62.0%||158||1.00%|
|Eaton Vance Large-Cap Growth A||EALCX||69.0%||156||1.25%|
|Eaton Vance Large-Cap Growth I||ELCIX||69.0%||156||1.00%|
|Edgewood Growth Instl||EGFIX||39.0%||1,600||1.00%|
|Fidelity Advisor Capital Development A||FDTTX||118.0%||2,500||0.95%|
|Fidelity Advisor Capital Development I||FDEIX||118.0%||2,500||0.88%|
|Fidelity Advisor Equity Growth A||EPGAX||70.0%||3,000||1.15%|
|Fidelity Advisor Equity Growth I||EQPGX||70.0%||3,000||0.80%|
|Fidelity Advisor Growth Opportunities A||FAGAX||31.0%||1,800||1.08%|
|Fidelity Advisor Growth Opportunities I||FAGCX||31.0%||1,800||0.72%|
|Fidelity Advisor Growth Opportunities T||FAGOX||31.0%||1,800||1.25%|
|Fidelity Advisor Large Cap Growth A||FLNAX||108.0%||160||1.17%|
|Fidelity Advisor Large Cap Growth I||FLNOX||108.0%||160||0.83%|
|Fidelity Advisor New Insights A||FNFCZ||58.0%||18,900||1.08%|
|Fidelity Advisor New Insights I||FINSX||58.0%||18,900||0.81%|
|Fidelity Advisor Stk Sel All Cap I||FDCIX||5.0%||535||0.99%|
|Fidelity Blue Chip Growth||FBGRX||132.0%||14,300||0.94%|
|Fidelity Export & Multinational||FEXPX||109.0%||1,900||0.83%|
|Fidelity Focused Stock||FTQGX||277.0%||475||0.93%|
|Fidelity Growth Company||FDGRX||36.0%||40,600||0.84%|
|Fidelity Growth Discovery||FDSVX||72.0%||1,000||0.63%|
|Fidelity Large Cap Growth||FSLGX||108.0%||160||0.88%|
|Fidelity Large Cap Growth Enhanced Index||FLGEX||77.0%||149||0.47%|
|Fidelity New Millennium||FMILX||69.0%||1,900||1.00%|
|Fidelity Stock Selector All Cap||FDSSX||9.0%||2,300||0.80%|
|FMI Provident Trust Strategy||FMIRX||28.0%||140||0.98%|
|Franklin DynaTech A||FKDCZ||30.1%||1,200||0.97%|
|Franklin DynaTech A||FKDNX||30.1%||1,200||0.97%|
|Franklin DynaTech Fund Advisor Class||FDYZX||30.1%||1,200||0.72%|
|Franklin DynaTech Fund Class R||FDNRX||30.1%||1,200||1.22%|
|Franklin Flex Cap Growth A||FKC1Z||51.3%||3,400||0.98%|
|Franklin Flex Cap Growth A||FKCGX||51.3%||3,400||0.98%|
|Franklin Flex Cap Growth Adv||FKCAX||51.3%||3,400||0.73%|
|Franklin Flex Cap Growth R||FRCGX||51.3%||3,400||1.23%|
|Franklin Growth A||FGR1Z||2.7%||5,800||0.93%|
|Franklin Growth A||FKGRX||2.7%||5,800||0.93%|
|Franklin Growth Adv||FCGAX||2.7%||5,800||0.68%|
|Franklin Growth Opportunities Adv||FRAAX||69.7%||405||0.98%|
|Franklin Growth R||FGSRX||2.7%||5,800||1.18%|
|Franklin Templeton Corefolio Allc A||FTCSZ||2.5%||577||1.16%|
|Frost Growth Equity A||FACEX||38.0%||333||1.08%|
|Frost Growth Equity Inst||FICEX||38.0%||333||0.83%|
|GE Instl Premier Growth Equity Inv||GEIPX||26.0%||236||0.38%|
|GE Instl Premier Growth Equity Svc||GEPSX||26.0%||236||0.63%|
|GE Instl US Equity Inv||GUSIX||44.0%||617||0.37%|
|GE Instl US Equity Svc||GUSSX||44.0%||617||0.62%|
|Glenmede Strategic Equity||GTCEX||51.0%||165||0.88%|
|Goldman Sachs Capital Growth A||GCGTZ||58.0%||846||1.14%|
|Goldman Sachs Capital Growth A||GSC1Z||58.0%||846||1.14%|
|Goldman Sachs Capital Growth A||GSCGX||58.0%||846||1.14%|
|Goldman Sachs Capital Growth Instl||GSPIX||58.0%||846||0.74%|
|Goldman Sachs Capital Growth IR||GSPTX||58.0%||846||0.89%|
|Goldman Sachs Concentrated Growth I||GCRIX||35.0%||179||0.86%|
|Goldman Sachs Strategic Growth A||GGRAX||35.0%||462||1.15%|
|Goldman Sachs Strategic Growth A||GGRAZ||35.0%||462||1.15%|
|Goldman Sachs Strategic Growth Instl||GSTIX||35.0%||462||0.75%|
|Goldman Sachs Struct Large Cap Gr A||GLCGX||76.0%||587||0.95%|
|Goldman Sachs Struct Large Cap Gr I||GLCSZ||76.0%||587||0.55%|
|Hancock Horizon Growth Instl||HHRTX||86.0%||109||1.08%|
|Harbor Capital Appreciation Adm||HRCAX||53.0%||15,300||0.92%|
|Harbor Capital Appreciation Instl||HACAX||53.0%||15,300||0.67%|
|Harbor Capital Appreciation Inv||HCAIX||53.0%||15,300||1.04%|
|Hartford Fundamental Growth Fund Class I||HFFIX||95.0%||124||1.02%|
|Hartford Fundamental Growth Fund Class R4||HFFSX||95.0%||124||1.20%|
|Hartford Fundamental Growth Fund Class R5||HFFTX||95.0%||124||0.90%|
|Hartford Growth Fund Class A||HGWAX||47.0%||714||1.25%|
|Hartford Growth I||HGWJX||47.0%||714||0.95%|
|Hartford Growth Opportunities Fund Class A||HGOAX||121.0%||1,900||1.21%|
|Hartford Growth Opportunities I||HGOIX||121.0%||1,900||0.92%|
|Hartford Growth Opportunities R4||HGOSX||121.0%||1,900||1.15%|
|Hartford Growth Opportunities R5||HGOTX||121.0%||1,900||0.85%|
|Hartford Growth Opportunities Y||HGOYX||121.0%||1,900||0.76%|
|Hartford Growth R4||HGWSX||47.0%||714||1.19%|
|Hartford Growth R5||HGWUX||47.0%||714||0.90%|
|Hartford Growth Y||HGWYX||47.0%||714||0.79%|
|Huntington Growth Trust||HGWTX||137.0%||131||1.19%|
|INTECH U.S. Growth A||JDRAX||96.0%||297||0.87%|
|INTECH U.S. Growth Fund Class T||JDRTX||96.0%||297||0.79%|
|INTECH U.S. Growth Instl||JRMGX||96.0%||297||0.64%|
|INTECH U.S. Growth S||JCGIX||96.0%||297||1.08%|
|Ivy Core Equity I||ICIEX||65.0%||333||0.99%|
|Ivy Core Equity Y||WCEYX||65.0%||333||1.24%|
|Ivy Dividend Opportunities Y||IVDYX||37.0%||325||1.21%|
|Ivy Large Cap Growth I||IYGIX||57.0%||1,400||0.88%|
|Ivy Large Cap Growth Y||WLGYX||57.0%||1,400||1.06%|
|Janus Aspen Forty Instl||JACAX||46.0%||959||0.71%|
|Janus Forty A||JDCAX||51.0%||3,600||0.98%|
|Janus Forty Fund Class T||JACTX||51.0%||3,600||0.93%|
|Janus Forty I||JCAPX||51.0%||3,600||0.75%|
|Janus Forty S||JAR1Z||51.0%||3,600||1.18%|
|Janus Forty S||JARTX||51.0%||3,600||1.18%|
|Janus Fund Class A||JDGAX||90.0%||7,800||0.99%|
|Janus Fund Class I||JGROX||90.0%||7,800||0.73%|
|Janus Fund Class S||JGORX||90.0%||7,800||1.15%|
|Janus Growth & Income Fund Class A||JDNAX||65.0%||3,400||0.95%|
|Janus Growth & Income Fund Class I||JGINX||65.0%||3,400||0.70%|
|Janus Growth & Income T||JAGIX||65.0%||3,400||0.90%|
|Janus Growth and Income Fund Class S||JADGX||65.0%||3,400||1.15%|
|Janus Research Fund Class A||JRAAX||88.0%||3,200||0.91%|
|Janus Research Fund Class I||JRAIX||88.0%||3,200||0.68%|
|Janus Research Fund Class S||JRASX||88.0%||3,200||1.11%|
|Janus Research T||JAMRX||88.0%||3,200||0.88%|
|Janus Twenty T||JAVLX||56.0%||8,000||0.94%|
|Jensen Quality Growth I||JENIX||7.0%||3,800||0.60%|
|Jensen Quality Growth J||JENSX||7.0%||3,800||0.92%|
|JHancock Large Cap Equity A||TAGRX||59.0%||1,500||1.12%|
|JHancock Large Cap Equity I||JLVIX||59.0%||1,500||0.79%|
|JHancock US Global Leaders Gr I||USLIX||50.0%||535||0.93%|
|JHancock3 Rainier Growth ADV||RGRDX||90.0%||1,200||1.14%|
|JHancock3 Rainier Growth I||RLGIX||90.0%||1,200||0.87%|
|Keystone Large Cap Growth I||KLGIX||120.0%||317||1.10%|
|Laudus Growth Investors US Large Cap Gr||LGILX||96.0%||1,100||0.78%|
|Legg Mason Cap Mgmt Growth FI||LMGFX||54.0%||158||1.15%|
|Legg Mason Cap Mgmt Growth I||LMGNX||54.0%||158||0.90%|
|Legg Mason ClearBridge Aggressive Gr I||SAGYX||6.0%||5,000||0.84%|
|Legg Mason ClearBridge Aggressive Gr IS||LSIFX||6.0%||5,000||0.74%|
|Legg Mason ClearBridge Large Cap Gr I||SBLYX||41.0%||775||1.05%|
|LKCM Equity Instl||LKEQX||20.0%||123||0.81%|
|Loomis Sayles Growth A||LGRRX||16.0%||129||1.14%|
|Loomis Sayles Growth Y||LGR1Z||16.0%||129||0.89%|
|Loomis Sayles Growth Y||LSGRX||16.0%||129||0.89%|
|Lord Abbett Diversified Equity Strat I||LDSYX||12.9%||171||1.13%|
|Lord Abbett Stock Appreciation I||LALYX||135.5%||149||1.10%|
|MainStay Growth Equity A||MREAX||112.0%||526||1.19%|
|MainStay Large Cap Growth A||MLAAX||52.0%||16,300||1.07%|
|MainStay Large Cap Growth I||MLAIX||52.0%||16,300||0.82%|
|MainStay Large Cap Growth R1||MLRRX||52.0%||16,300||0.92%|
|MainStay Large Cap Growth R2||MLRTX||52.0%||16,300||1.17%|
|MEMBERS Large Cap Growth Y||MYLGX||77.0%||125||0.95%|
|MFS Aggressive Growth Allocation Fund Class A||MAAGX||11.0%||1,100||1.25%|
|MFS Growth A||MFE1Z||80.0%||4,500||1.18%|
|MFS Growth A||MFEGX||80.0%||4,500||1.18%|
|MFS Growth I||MFEIX||80.0%||4,500||0.93%|
|MFS Growth R3||MFEHX||80.0%||4,500||1.18%|
|MFS Growth R4||MFEJX||80.0%||4,500||0.93%|
|MFS Massachusetts Investors Gr Stk A||MFS1Z||28.0%||3,200||0.81%|
|MFS Massachusetts Investors Gr Stk A||MIGFX||28.0%||3,200||0.81%|
|MFS Massachusetts Investors Gr Stk I||MGTIX||28.0%||3,200||0.56%|
|MFS Massachusetts Investors Gr Stk R3||MIGHX||28.0%||3,200||0.81%|
|MFS Massachusetts Investors Gr Stk R4||MIGKX||28.0%||3,200||0.56%|
|Morgan Stanley Focus Growth A||AMOAX||32.0%||1,500||0.96%|
|Morgan Stanley Focus Growth I||AMODX||32.0%||1,500||0.71%|
|Morgan Stanley Inst Opportunity H||MEGHX||21.0%||242||1.13%|
|Morgan Stanley Inst Opportunity I||MGEIX||21.0%||242||0.88%|
|Morgan Stanley Institutional Growth I||MSEQX||26.0%||837||0.71%|
|Morgan Stanley Multi Cap Growth A||CPO12||29.0%||303||1.24%|
|Morgan Stanley Multi Cap Growth A||CPOAX||29.0%||303||1.24%|
|Morgan Stanley Multi Cap Growth I||CPODX||29.0%||303||0.99%|
|Nationwide Growth A||NMFAX||178.8%||146||0.81%|
|Neuberger Berman Guardian A||NGDAX||32.0%||1,100||1.11%|
|Neuberger Berman Guardian Inst||NGDLX||32.0%||1,100||0.75%|
|Neuberger Berman Guardian Inv||NGUAX||32.0%||1,100||0.92%|
|Neuberger Berman Guardian Tr||NBGTX||32.0%||1,100||1.10%|
|Neuberger Berman LgCp Discp Gr A||NLDAX||101.0%||562||1.11%|
|Neuberger Berman LgCp Discp Gr Instl||NLDLX||101.0%||562||0.75%|
|Neuberger Berman LgCp Discp Gr Inv||NBCIX||101.0%||562||1.11%|
|Neuberger Berman Socially Resp A||NRAAX||20.0%||1,800||1.11%|
|Neuberger Berman Socially Resp Inst||NBSLX||20.0%||1,800||0.74%|
|Neuberger Berman Socially Resp Inv||NBSRX||20.0%||1,800||0.90%|
|Neuberger Berman Socially Resp Tr||NBSTX||20.0%||1,800||1.08%|
|Northern Multi-Manager Lg Cap||NMMLX||39.4%||979||1.10%|
|Nuveen Large Cap Growth Opp A||FRGWX||88.0%||559||1.21%|
|Nuveen Large Cap Growth Opp I||FIGWX||88.0%||559||0.96%|
|Nuveen Winslow Large-Cap Growth Fund Class I||NVLIX||47.0%||926||0.80%|
|Oppenheimer Capital Appreciation A||OPT1Z||30.0%||4,600||1.15%|
|Oppenheimer Capital Appreciation A||OPT2Z||30.0%||4,600||1.15%|
|Oppenheimer Capital Appreciation A||OPTFX||30.0%||4,600||1.15%|
|Oppenheimer Capital Appreciation Y||OTCYX||30.0%||4,600||0.72%|
|Oppenheimer Equity A||OEQ1Z||50.0%||1,400||0.95%|
|Oppenheimer Equity A||OEQ2Z||50.0%||1,400||0.95%|
|Oppenheimer Equity A||OEQAX||50.0%||1,400||0.95%|
|Oppenheimer Equity Y||OEQYX||50.0%||1,400||0.81%|
|Pioneer Fundamental Growth A||PPF1Z||16.0%||789||1.25%|
|Pioneer Fundamental Growth Y||FUNYX||16.0%||789||0.78%|
|Pioneer Independence A||PIN1Z||71.0%||780||1.25%|
|Pioneer Independence A||PINDX||71.0%||780||1.25%|
|Pioneer Independence Y||INYDX||71.0%||780||0.86%|
|PRIMECAP Odyssey Growth||POGRX||12.6%||2,000||0.67%|
|PRIMECAP Odyssey Stock||POSKX||24.3%||1,300||0.67%|
|Principal Large Cap Growth A||PRGSZ||64.8%||2,300||1.22%|
|Principal Large Cap Growth I R3||PPUMX||52.0%||3,700||1.18%|
|Principal Large Cap Growth I R4||PPUSX||52.0%||3,700||0.99%|
|Principal Large Cap Growth Inst||PGLIX||64.8%||2,300||0.65%|
|Principal Large Cap Growth R5||PDPPX||64.8%||2,300||0.90%|
|Prudential Jennison 20/20 Focus A||PTWAX||82.0%||2,400||1.18%|
|Prudential Jennison 20/20 Focus Z||PTWZX||82.0%||2,400||0.89%|
|Prudential Jennison Blend A||PBQ1Z||143.0%||952||1.00%|
|Prudential Jennison Blend Z||PEQZX||143.0%||952||0.70%|
|Prudential Jennison Growth A||PJFAX||63.0%||2,200||1.08%|
|Prudential Jennison Growth Z||PJFZX||63.0%||2,200||0.78%|
|Prudential Jennison Select Growth A||SPFAX||59.0%||250||1.24%|
|Prudential Jennison Select Growth Z||SPFZX||59.0%||250||0.99%|
|Putnam Growth Opportunities A||POGAX||68.0%||330||1.22%|
|Putnam Growth Opportunities Y||PGOYX||68.0%||330||0.97%|
|Putnam Multi-Cap Growth A||PNOPX||69.0%||3,100||1.22%|
|Putnam Multi-Cap Growth Y||PNOYX||69.0%||3,100||0.97%|
|Putnam Voyager A||PVOYX||176.0%||3,600||1.17%|
|Putnam Voyager Y||PVYYX||176.0%||3,600||0.92%|
|Pyxis Premier Growth Equity A||HPEAX||23.0%||151||1.11%|
|Pyxis Premier Growth Equity Y||HPEYX||23.0%||151||0.86%|
|Pyxis U.S Equity A||HUEAX||40.0%||158||0.86%|
|Pyxis U.S Equity Y||HUEYX||40.0%||158||0.61%|
|Rainier Large Cap Equity||RIMEX||85.7%||791||1.15%|
|Rainier Large Cap Equity Instl||RAIEX||85.7%||791||0.90%|
|RidgeWorth Large Cap Growth Stock I||STCAX||19.0%||288||1.06%|
|RiverPark/Wedgewood Fund Class Institutional||RWGIX||48.0%||261||1.00%|
|RiverPark/Wedgewood Fund Class Retail||RWGFX||48.0%||261||1.25%|
|RS Capital Appreciation A||RCAPX||47.0%||111||1.20%|
|RS Capital Appreciation Fund Class Y||RCAYX||47.0%||111||0.82%|
|Russell Tax-Managed US Large Cap S||RETSX||58.0%||465||0.97%|
|Russell Tax-Managed US Large Cap S||RETSZ||58.0%||465||0.97%|
|Schwab Large-Cap Growth||SWLSX||62.0%||216||0.99%|
|Sit Large Cap Growth||SNIGX||25.4%||265||1.00%|
|Sterling Capital Special Opps Eq Inst||BOPIX||31.5%||625||1.05%|
|T. Rowe Price Blue Chip Growth||TRBCX||44.2%||13,600||0.77%|
|T. Rowe Price Blue Chip Growth Adv||PABGX||44.2%||13,600||1.00%|
|T. Rowe Price Growth & Income||PRGIX||9.0%||1,100||0.71%|
|T. Rowe Price Growth Stock||PRGFX||29.5%||27,700||0.70%|
|T. Rowe Price Growth Stock Adv||TRSAX||29.5%||27,700||0.93%|
|T. Rowe Price Growth Stock R||RRGSX||29.5%||27,700||1.20%|
|T. Rowe Price Instl Large Cap Core Gr||TPLGX||36.6%||346||0.65%|
|T. Rowe Price Instl Large Cap Growth||TRLGX||57.6%||5,000||0.57%|
|T. Rowe Price New America Growth||PRWAX||32.1%||3,300||0.81%|
|T. Rowe Price New America Growth Adv||PAWAX||32.1%||3,300||1.07%|
|TCW Select Equities I||TGCEX||28.1%||932||0.92%|
|TCW Select Equities I||TGCTZ||28.1%||932||0.92%|
|TCW Select Equities N||TGCNX||28.1%||932||1.24%|
|Thornburg Core Growth I||THIGX||80.5%||722||0.99%|
|Thornburg Core Growth R5||THGRX||80.5%||722||0.99%|
|TIAA-CREF Enh Lg Cp Gr Idx Inst||TLIIX||121.0%||950||0.38%|
|TIAA-CREF Large-Cap Gr Idx Instl||TILIX||24.0%||908||0.08%|
|TIAA-CREF Large-Cap Growth Inst||TILGX||160.0%||1,500||0.48%|
|TIAA-CREF Large-Cap Growth Retail||TIRTX||160.0%||1,500||0.90%|
|Touchstone Capital Growth Y||TCGYX||26.5%||164||1.00%|
|Touchstone Growth Opportunities A||TGVFX||204.0%||139||1.24%|
|Touchstone Growth Opportunities Fund Class Y||TGVYX||204.0%||139||0.99%|
|Touchstone Growth Opportunities Fund Institutional Class||TGVVX||204.0%||139||0.84%|
|Touchstone Large Cap Growth A||TEQAX||91.0%||739||1.25%|
|Touchstone Large Cap Growth A||TXQ1Z||91.0%||739||1.25%|
|Touchstone Large Cap Growth Y||TIQIX||91.0%||739||0.99%|
|Touchstone Sands Capital Inst Gr||CISGX||18.0%||1,900||0.80%|
|Transamerica Capital Growth I||TFOIX||90.0%||728||1.13%|
|Transamerica Diversified Equity I||TDEIX||141.0%||1,500||1.17%|
|Transamerica Diversified Equity I2||TWMSZ||141.0%||1,500||0.80%|
|Turner Large Growth Institutional||TTMEX||182.0%||364||0.69%|
|Turner Large Growth Investor||TCGFX||182.0%||364||0.94%|
|Value Line Larger Companies||VALLX||30.0%||180||1.00%|
|Vanguard Capital Opportunity Adm||VHCAX||9.0%||7,100||0.41%|
|Vanguard Capital Opportunity Inv||VHCOX||9.0%||7,100||0.48%|
|Vanguard Diversified Equity Inv||VDEQX||3.0%||1,200||0.41%|
|Vanguard FTSE Social Index Instl||VFTNX||11.0%||535||0.16%|
|Vanguard FTSE Social Index Inv||VFTSX||11.0%||535||0.29%|
|Vanguard Growth Equity Inv||VGEQX||44.0%||731||0.52%|
|Vanguard Growth Index Instl||VIGIX||23.0%||23,400||0.08%|
|Vanguard Growth Index Inv||VIGRX||23.0%||23,400||0.24%|
|Vanguard Growth Index Signal||VIGSX||23.0%||23,400||0.10%|
|Vanguard Morgan Growth Adm||VMRAX||55.0%||8,700||0.30%|
|Vanguard Morgan Growth Inv||VMRGX||55.0%||8,700||0.42%|
|Vanguard PRIMECAP Adm||VPMAX||8.0%||27,700||0.36%|
|Vanguard PRIMECAP Core Inv||VPCCX||9.0%||4,500||0.51%|
|Vanguard PRIMECAP Inv||VPMCX||8.0%||27,700||0.45%|
|Vanguard Russell 1000 Growth Index Fund Institutional Shares||VRGWX||30.0%||507||0.08%|
|Vanguard US Growth Adm||VWUAX||89.0%||3,700||0.30%|
|Vanguard US Growth Inv||VWUSX||89.0%||3,700||0.44%|
|Virtus Strategic Growth I||PLXGX||115.0%||385||1.19%|
|Waddell & Reed Accumulative A||UNACX||42.0%||1,100||1.21%|
|Waddell & Reed Accumulative A||UNATZ||42.0%||1,100||1.21%|
|Waddell & Reed Core Investment A||UNCMX||79.0%||2,900||1.14%|
|Waddell & Reed Core Investment Y||UNIYX||79.0%||2,900||0.84%|
|Waddell & Reed Tax Managed Eq A||WTEAX||43.0%||203||1.15%|
|Waddell & Reed Vanguard A||UNVGX||87.0%||1,400||1.25%|
|Waddell & Reed Vanguard Y||WAVYX||87.0%||1,400||0.88%|
|Wells Fargo Advantage Capital Growth Adm||WFCDX||116.0%||772||0.94%|
|Wells Fargo Advantage Capital Growth I||WWCIX||116.0%||772||0.70%|
|Wells Fargo Advantage Endeavor Select A||STAEX||100.0%||840||1.23%|
|Wells Fargo Advantage Endeavor Select Ad||WECDX||100.0%||840||1.00%|
|Wells Fargo Advantage Endeavor Select I||WFCIX||100.0%||840||0.80%|
|Wells Fargo Advantage Growth A||SGRCZ||54.0%||10,100||1.22%|
|Wells Fargo Advantage Growth Adm||SGRKX||54.0%||10,100||0.96%|
|Wells Fargo Advantage Growth I||SGRNX||54.0%||10,100||0.75%|
|Wells Fargo Advantage Large Cap Gr Inv||STRFX||47.0%||517||1.19%|
|Wells Fargo Advantage Large Cap Growth Fund Administrator Class||STDFX||47.0%||517||0.95%|
|Wells Fargo Advantage Large Cap Growth Fund Institutional Class||STNFX||47.0%||517||0.75%|
|Wells Fargo Advantage Prem Lg Co Gr A||EKJAX||65.0%||1,400||1.12%|
|Wells Fargo Advantage Prem Lg Co Gr I||EKJYX||65.0%||1,400||0.75%|
|Wells Fargo Advantage Premier Large Company Growth Fund Administrator Class||WFPDX||65.0%||1,400||0.95%|
|Wells Fargo Advantage Premier Large Compnay Growth Fund Investor Class||WFPNX||65.0%||1,400||1.19%|
|White Oak Select Growth||WOGSX||12.0%||219||1.14%|
|William Blair Growth I||BGFIX||59.0%||604||0.86%|
|William Blair Growth I||BGFTZ||59.0%||604||0.86%|
|William Blair Growth N||WBGSX||59.0%||604||1.21%|
|Wilshire Large Company Growth Instl||WLCGX||104.0%||180||1.05%|
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.
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The section titles in the TOS are for convenience only and have no legal or contractual effect.
Please be advised that the answers provided by any member of the MarketRiders community represents his or own opinions, and that MarketRiders will not assess, verify or guarantee the suitability or profitability of any particular investment. You should not rely solely upon information provided on this page for purposes of transacting securities or other investments. You bear responsibility for your own investment research and decisions and should seek the advice of a qualified securities professional before making any investment.
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Effective Date: March 30, 2015
We collect certain information from you in order to provide you with the most interesting and useful Web site possible.
We use your IP address to identify you, to gather demographic information that helps us understand how you and our other customers use our Web site, and to administer our Web site.
Our registration form requires you to give us contact information (like your name, phone number and email address), demographic information (like your zip code and occupation) and profile information (like your investment experience). We use your contact information to contact you about the services on our site, in which you have expressed interest, to send you newsletters from MarketRiders. You may opt-out of receiving these types of communications at any time, please see our "Choice/Opt-out" Section below. We also collect your credit card number and expiration date. We use this information to bill you for the services you have signed up for.
We may conduct or sponsor surveys and contests on our Web site. If you elect to participate, we may ask you for contact, demographic and other information as part of these offerings. We would use this information to analyze and report on the results of surveys, to provide you with the results of the surveys and contests. Participation in surveys and contests is completely voluntary.
If you choose to use our referral service to invite a friend to our site, we will ask you for your friend's name and email address. We will automatically send your friend a one-time email inviting him or her to visit the site. MarketRiders stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program.
Your friend may contact us at to request that we remove this information from our database.
You can import contacts from your Outlook or other email account address book to invite them to become members of our site. We collect the username and password for the email account you wish to import your contacts from and will only use it for that purpose.
We currently do not have advertisers, but if we do, we would share demographic, profile and other general information about you and our other customers with our advertisers on an aggregate basis. This means that we may tell our advertisers general information about the characteristics of our customer base such as how many visitors and registered users we have within a certain postal code, but we do not specifically identify a particular visitor or provide his or her contact information to our advertisers.
We provide the information (such as your name, email address, mailing address and credit card information) on a confidential basis to nonaffiliated companies we engage as contractors or agents to perform services for us, such as maintaining software, sending direct mail, credit card processing, and Paypal.. Information will be shared with such contractors only to the extent reasonably necessary for them to perform services on our behalf, and pursuant to confidentiality obligations;
We reserve the right to disclose your personally identifiable information as required by law and when we believe that disclosure is necessary to protect our rights and/or to comply with a judicial proceeding, court order, or legal process served on our Web site.
MarketRiders may disclose all the information we collect as described above to other companies such as direct marketers to perform marketing services on our behalf, or to financial institutions, such as banks, insurance companies and securities broker-dealers, with whom we have joint marketing agreements.
Technologies such as: cookies, beacons, tags and scripts are used by MarketRiders and our affiliates, analytics tools, and customer support tools. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.
We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here. Please note this does not opt you out of being served ads. You will continue to receive generic ads.
As is true of most web sites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data.
We may combine this automatically collected log information with other information we collect about you. We do this to improve services we offer you and tailor site functionality.
Third parties with whom we partner to provide certain features on our site or to display advertising based upon your Web browsing activity use LSOs such as HTML 5 or Flash to collect and store information.
Various browsers may offer their own management tools for removing HTML5 LSOs. To manage Flash LSOs please click here.
We provide you the opportunity to 'opt-out' of having your personally identifiable information used for certain purposes, when we ask for this information. For example, if you purchase a product/service but do not wish to receive any additional marketing material from us, you can indicate your preference on the registration form.
If you no longer wish to receive our newsletter and promotional communications, you may opt-out of receiving them by following the instructions included in each newsletter or communication, by logging into your my account section of the site under email and newsletter preferences, sending a letter to us at 530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301, or by emailing us at . We offer an opportunity to opt-out of certain communications within the My Account section of the site or you may contact us at 866-990-ETFS to opt-out.
You will be notified when your personally identifiable information is collected by any third party who is not our agent/service provider, so you can make an informed choice as to whether or not to share your information with that party.
The security of your personal information is important to us. When you enter sensitive information (such as credit card number and/or social security number, national ID, personal health information) on our registration or order forms, we encrypt that information using secure socket layer technology (SSL). To learn more about SSL, follow this link.
We follow generally accepted industry standards to protect the personally identifiable information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
If you click on a link to a third party site, you will leave the www.marketriders.com site you are visiting and go to the site you selected. Because we cannot control the activities of third parties, we cannot accept responsibility for any use of your personally identifiable information by such third parties, and we cannot guarantee that they will adhere to the same privacy practices as www.marketriders.com. We encourage you to review the privacy statements of any other service provider from whom you request services. If you visit a third party website that is linked to a www.marketriders.com site, you should read that site's privacy statement before providing any personally identifiable information.
If your personally identifiable information changes, or if you no longer desire our service, you may correct, delete inaccuracies, or update it by emailing our Customer Support at or by contacting us by telephone or postal mail at the contact information listed on our website.
We will retain your information for as long as your account is active or as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.
We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page prior to the change becoming effective.
530 Lytton Avenue
Palo Alto, CA 94301
Toll free: 1-866-990-3837