HRCPX - Eagle Capital Appreciation A

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Eagle Capital Appreciation A (HRCPX)
Expense Ratio: 1.22%
Expected Lifetime Fees: $35,511.08


The Eagle Capital Appreciation A fund (HRCPX) is a Large Growth fund started on 12/12/1985 and has $340.70 million in assets under management. The current manager has been running Eagle Capital Appreciation A since 1/23/2003. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.25%

MarketRiders Prefers The Following ETF

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 Eagle Capital Appreciation A because computers automatically manage the stocks.




The Following Large Growth Funds Have Lower Fees Than Eagle Capital Appreciation A (HRCPX). Why are these metrics important?
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 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 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 Instl TWSIX 17.0% 1,900 0.80%
American Century Select Inv TWCIX 17.0% 1,900 1.00%
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%
Brandywine Blue BLU1Z 234.0% 968 1.18%
Brandywine Blue BLUEX 234.0% 968 1.18%
Brown Advisory Growth Equity Instl BIAGX 30.0% 902 0.94%
Buffalo Growth BUFGX 46.0% 478 1.00%
Calamos Growth I CGRIX 84.7% 7,000 1.02%
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%
CGM Focus CGMFX 496.0% 1,600 1.05%
CGM Mutual LOMMX 404.0% 431 1.09%
Chase Growth Institutional CHAIX 82.4% 151 0.93%
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 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 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 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 I HRCIX 37.0% 341 0.90%
Eagle Capital Appreciation R5 HRCMX 37.0% 341 0.93%
Eaton Vance Atlanta Capital Focused Gr I EILGX 62.0% 158 1.00%
Eaton Vance Large-Cap Growth I ELCIX 69.0% 156 1.00%
Edgewood Growth Instl EGFIX 39.0% 1,600 1.00%
Fidelity FFIDX 88.0% 5,000 0.59%
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 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 Contrafund FCNTX 55.0% 79,500 0.81%
Fidelity Export & Multinational FEXPX 109.0% 1,900 0.83%
Fidelity Fifty FFTYX 257.0% 655 0.71%
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 Independence FDFFX 93.0% 3,400 0.70%
Fidelity Large Cap Growth FSLGX 108.0% 160 0.88%
Fidelity Large Cap Growth Enhanced Index FLGEX 77.0% 149 0.47%
Fidelity Magellan FMAGX 99.0% 14,500 0.55%
Fidelity New Millennium FMILX 69.0% 1,900 1.00%
Fidelity OTC FOCPX 158.0% 7,300 0.94%
Fidelity Stock Selector All Cap FDSSX 9.0% 2,300 0.80%
Fidelity Trend FTRNX 82.0% 1,100 0.90%
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 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 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 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 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 T JANSX 90.0% 7,800 0.90%
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%
Lateef I LIMIX 31.8% 376 0.99%
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 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 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%
Parnassus PARNX 74.4% 356 0.94%
Parnassus Workplace PARWX 47.2% 231 1.16%
Pioneer Fundamental Growth Y FUNYX 16.0% 789 0.78%
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 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 Z SPFZX 59.0% 250 0.99%
Putnam Growth Opportunities Y PGOYX 68.0% 330 0.97%
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%
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%
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 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 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 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 Ad WECDX 100.0% 840 1.00%
Wells Fargo Advantage Endeavor Select I WFCIX 100.0% 840 0.80%
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%



Search for a mutual fund by symbol or name:

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Why Are These Metrics Important?


Turnover
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.

Assets
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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Terms of Service

1. ACCEPTANCE OF TERMS

MarketRiders ("MarketRiders") welcomes you. MarketRiders provides its service to you subject to the following Terms of Service ("TOS"), which may be updated by us from time to time without notice to you. In addition, when using particular MarketRiders owned or operated services, you and MarketRiders shall be subject to any posted guidelines or rules applicable to such services, which may be posted from time to time. All such guidelines or rules are hereby incorporated by reference into the TOS.

2. DESCRIPTION OF SERVICE

MarketRiders provides users with access to a rich collection of resources, including various communications tools, a portfolio engine tool, forums, search services, personalized content and branded programming through its site which may be accessed through any various medium or device now known or hereafter developed (the "Service"). You also understand and agree that the Service may include advertisements and that these advertisements are necessary for MarketRiders to provide the Service. You also understand and agree that the Service may include certain communications from MarketRiders, such as service announcements, administrative messages and the MarketRiders Newsletter, and that these communications are considered part of MarketRiders membership and you will not be able to opt out of receiving them. Unless explicitly stated otherwise, any new features that augment or enhance the current Service, including the release of new MarketRiders properties, shall be subject to the TOS. You understand and agree that the Service is provided "AS-IS" and that MarketRiders assumes no responsibility for the timeliness, deletion, mis-delivery or failure to store any user communications or personalization settings. You are responsible for obtaining access to the Service, and that access may involve third-party fees (such as Internet service provider or airtime charges). You are responsible for those fees, including those fees associated with the display or delivery of advertisements. In addition, you must provide and are responsible for all equipment necessary to access the Service.

3. YOUR REGISTRATION OBLIGATIONS

In consideration of your use of the Service, you represent that you are of legal age to form a binding contract and are not a person barred from receiving services under the laws of the United States or other applicable jurisdiction. You also agree to: (a) provide true, accurate, current and complete information about yourself as prompted by the Service's registration form (the "Registration Data") and (b) maintain and promptly update the Registration Data to keep it true, accurate, current and complete. If you provide any information that is untrue, inaccurate, not current or incomplete, or MarketRiders has reasonable grounds to suspect that such information is untrue, inaccurate, not current or incomplete, MarketRiders has the right to suspend or terminate your account and refuse any and all current or future use of the Service (or any portion thereof).

4. MEMBER ACCOUNT, PASSWORD AND SECURITY

You will receive a password and account designation upon completing the Service's registration process. You are responsible for maintaining the confidentiality of the password and account and are fully responsible for all activities that occur under your password or account. You agree to (a) immediately notify MarketRiders of any unauthorized use of your password or account or any other breach of security, and (b) ensure that you exit from your account at the end of each session. MarketRiders cannot and will not be liable for any loss or damage arising from your failure to comply with this Section 4.

5. MEMBER CONDUCT

You understand that all information, data, text, software, music, sound, photographs, graphics, video, messages, tags, or other materials ("Content"), whether publicly posted or privately transmitted, are the sole responsibility of the person from whom such Content originated. This means that you, and not MarketRiders, are entirely responsible for all Content that you upload, post, email, transmit or otherwise make available via the Service. MarketRiders does not control the Content posted via the Service and, as such, does not guarantee the accuracy, integrity or quality of such Content. You understand that by using the Service, you may be exposed to Content that is offensive, indecent or objectionable. Under no circumstances will MarketRiders be liable in any way for any Content, including, but not limited to, any errors or omissions in any Content, or any loss or damage of any kind incurred as a result of the use of any Content posted, emailed, transmitted or otherwise made available via the Service. You agree to not use the Service to:


  1. upload, post, email, transmit or otherwise make available any Content that is unlawful, harmful, threatening, abusive, harassing, tortuous, defamatory, vulgar, obscene, libelous, invasive of another's privacy, hateful, or racially, ethnically or otherwise objectionable;
  2. harm minors in any way;
  3. impersonate any person or entity, including, but not limited to, a MarketRiders official, forum leader, guide or host, or falsely state or otherwise misrepresent your affiliation with a person or entity;
  4. forge headers or otherwise manipulate identifiers in order to disguise the origin of any Content transmitted through the Service;
  5. upload, post, email, transmit or otherwise make available any Content that you do not have a right to make available under any law or under contractual or fiduciary relationships (such as inside information, proprietary and confidential information learned or disclosed as part of employment relationships or under nondisclosure agreements);
  6. upload, post, email, transmit or otherwise make available any Content that infringes any patent, trademark, trade secret, copyright or other proprietary rights ("Rights") of any party;
  7. upload, post, email, transmit or otherwise make available any unsolicited or unauthorized advertising, promotional materials, "junk mail," "spam," "chain letters," "pyramid schemes," or any other form of solicitation, except in those areas (such as shopping) that are designated for such purpose
  8. upload, post, email, transmit or otherwise make available any material that contains software viruses or any other computer code, files or programs designed to interrupt, destroy or limit the functionality of any computer software or hardware or telecommunications equipment;
  9. disrupt the normal flow of dialogue, cause a screen to "scroll" faster than other users of the Service are able to type, or otherwise act in a manner that negatively affects other users' ability to engage in real time exchanges;
  10. interfere with or disrupt the Service or servers or networks connected to the Service, or disobey any requirements, procedures, policies or regulations of networks connected to the Service;
  11. intentionally or unintentionally violate any applicable local, state, national or international law, including, but not limited to, regulations promulgated by the U.S. Securities and Exchange Commission, any rules of any national or other securities exchange, including, without limitation, the New York ETF Exchange, the American ETF Exchange or the NASDAQ, and any regulations having the force of law;
  12. provide material support or resources (or to conceal or disguise the nature, location, source, or ownership of material support or resources) to any organization(s) designated by the United States government as a foreign terrorist organization pursuant to section 219 of the Immigration and Nationality Act;
  13. "stalk" or otherwise harass another; and/or
  14. collect or store personal data about other users in connection with the prohibited conduct and activities set forth in paragraphs a through m above.

You acknowledge that MarketRiders may or may not pre-screen Content, but that MarketRiders and its designees shall have the right (but not the obligation) in their sole discretion to pre-screen, refuse, or move any Content that is available via the Service. Without limiting the foregoing, MarketRiders and its designees shall have the right to remove any Content that violates the TOS or is otherwise objectionable. You agree that you must evaluate, and bear all risks associated with, the use of any Content, including any reliance on the accuracy, completeness, or usefulness of such Content. In this regard, you acknowledge that you may not rely on any Content created by MarketRiders or submitted to MarketRiders, including without limitation information in MarketRiders Message Boards and in all other parts of the Service.

You acknowledge, consent and agree that MarketRiders may access, preserve and disclose your account information and Content if required to do so by law or in a good faith belief that such access preservation or disclosure is reasonably necessary to: (a) comply with legal process; (b) enforce the TOS; (c) respond to claims that any Content violates the rights of third parties; (d) respond to your requests for customer service; or (e) protect the rights, property or personal safety of MarketRiders, its users and the public.

You understand that the technical processing and transmission of the Service, including your Content, may involve (a) transmissions over various networks; and (b) changes to conform and adapt to technical requirements of connecting networks or devices.

You understand that the Service and software embodied within the Service may include security components that permit digital materials to be protected, and that use of these materials is subject to usage rules set by MarketRiders and/or content providers who provide content to the Service. You may not attempt to override or circumvent any of the usage rules embedded into the Service. Any unauthorized reproduction, publication, further distribution or public exhibition of the materials provided on the Service, in whole or in part, is strictly prohibited.

6. INTERSTATE NATURE OF COMMUNICATIONS ON MARKETRIDERS NETWORK

When you register with MarketRiders, you acknowledge that in using MarketRiders services to send electronic communications (including but not limited to email, search queries, sending messages to MarketRiders blogs, Q and A, Research Library or MarketRiders Groups, uploading photos and files to MarketRiders Photos or Briefcase, and other Internet activities), you will be causing communications to be sent through MarketRiders's computer networks, portions of which are located in California, Texas, Virginia, and other locations in the United States and portions of which are located abroad. As a result, and also as a result of MarketRiders's network architecture and business practices and the nature of electronic communications, even communications that seem to be intrastate in nature can result in the transmission of interstate communications regardless of where you are physically located at the time of transmission. Accordingly, by agreeing to this Terms of Service, you acknowledge that use of the service results in interstate data transmissions.

7. SPECIAL ADMONITIONS FOR INTERNATIONAL USE

Recognizing the global nature of the Internet, you agree to comply with all local rules regarding online conduct and acceptable Content. Specifically, you agree to comply with all applicable laws regarding the transmission of technical data exported from the United States or the country in which you reside.

8. CONTENT SUBMITTED OR MADE AVAILABLE FOR INCLUSION ON THE SERVICE

MarketRiders does not claim ownership of Content you submit or make available for inclusion on the Service. However, with respect to Content you submit or make available for inclusion on publicly accessible areas of the Service, you grant MarketRiders the following worldwide, royalty-free and non-exclusive license(s), as applicable:


  • With respect to Content you submit or make available for inclusion on publicly accessible areas of MarketRiders, the license to use, distribute, reproduce, modify, adapt, publicly perform and publicly display such Content on the Service solely for the purposes of providing and promoting the specific MarketRiders to which such Content was submitted or made available. This license exists only for as long as you elect to continue to include such Content on the Service and will terminate at the time you remove or MarketRiders removes such Content from the Service.
  • With respect to photos, graphics, audio or video you submit or make available for inclusion on publicly accessible areas of the Service other than MarketRiders, the license to use, distribute, reproduce, modify, adapt, publicly perform and publicly display such Content on the Service solely for the purpose for which such Content was submitted or made available. This license exists only for as long as you elect to continue to include such Content on the Service and will terminate at the time you remove or MarketRiders removes such Content from the Service.
  • With respect to Content other than photos, graphics, audio or video you submit or make available for inclusion on publicly accessible areas of the Service other than MarketRiders, the perpetual, irrevocable and fully sublicensable license to use, distribute, reproduce, modify, adapt, publish, translate, publicly perform and publicly display such Content (in whole or in part) and to incorporate such Content into other works in any format or medium now known or later developed.

"Publicly accessible" areas of the Service are those areas of the MarketRiders network of properties that are intended by MarketRiders to be available to the general public. By way of example, publicly accessible areas of the Service would include MarketRiders Message Boards and portions of MarketRiders that are open to both members and visitors.

9. INDEMNITY

You agree to indemnify and hold MarketRiders and its subsidiaries, affiliates, officers, agents, employees, partners and licensors harmless from any claim or demand, including reasonable attorneys' fees, made by any third party due to or arising out of Content you submit, post, transmit or otherwise make available through the Service, your use of the Service, your connection to the Service, your violation of the TOS, or your violation of any rights of another.

10. NO RESALE OF SERVICE

You agree not to reproduce, duplicate, copy, sell, trade, resell or exploit for any commercial purposes, any portion of the Service (including your MarketRiders ID), use of the Service, or access to the Service.

11. GENERAL PRACTICES REGARDING USE AND STORAGE

You acknowledge that MarketRiders may establish general practices and limits concerning use of the Service, including without limitation the maximum number of days that messages, message board postings or other uploaded Content will be retained by the Service, the maximum number of messages that may be sent from or received by an account on the Service, the maximum size of any message that may be sent from or received by an account on the Service, the maximum disk space that will be allotted on MarketRiders's servers on your behalf, and the maximum number of times (and the maximum duration for which) you may access the Service in a given period of time. You agree that MarketRiders has no responsibility or liability for the deletion or failure to store any messages and other communications or other Content maintained or transmitted by the Service. You acknowledge that MarketRiders reserves the right to log off accounts that are inactive for an extended period of time. You further acknowledge that MarketRiders reserves the right to modify these general practices and limits from time to time.

12. MODIFICATIONS TO SERVICE

MarketRiders reserves the right at any time and from time to time to modify or discontinue, temporarily or permanently, the Service (or any part thereof) with or without notice. You agree that MarketRiders shall not be liable to you or to any third party for any modification, suspension or discontinuance of the Service.

13. TERMINATION

You agree that MarketRiders may, under certain circumstances and without prior notice, immediately terminate your MarketRiders account, any associated email address, and access to the Service. Cause for such termination shall include, but not be limited to, (a) breaches or violations of the TOS or other incorporated agreements or guidelines, (b) requests by law enforcement or other government agencies, (c) a request by you (self-initiated account deletions), (d) discontinuance or material modification to the Service (or any part thereof), (e) unexpected technical or security issues or problems, (f) extended periods of inactivity, (g) engagement by you in fraudulent or illegal activities, and/or (h) nonpayment of any fees owed by you in connection with the Services. Termination of your MarketRiders account includes (a) removal of access to all offerings within the Service, (b) deletion of your password and all related information, files and content associated with or inside your account (or any part thereof), and (c) barring of further use of the Service. Further, you agree that all terminations for cause shall be made in MarketRiders's sole discretion and that MarketRiders shall not be liable to you or any third party for any termination of your account, any associated email address, or access to the Service.

14. DEALINGS WITH ADVERTISERS

Your correspondence or business dealings with, or participation in promotions of, advertisers found on or through the Service, including payment and delivery of related goods or services, and any other terms, conditions, warranties or representations associated with such dealings, are solely between you and such advertiser. You agree that MarketRiders shall not be responsible or liable for any loss or damage of any sort incurred as the result of any such dealings or as the result of the presence of such advertisers on the Service.

15. LINKS

The Service may provide, or third parties may provide, links to other World Wide Web sites or resources. Because MarketRiders has no control over such sites and resources, you acknowledge and agree that MarketRiders is not responsible for the availability of such external sites or resources, and does not endorse and is not responsible or liable for any Content, advertising, products or other materials on or available from such sites or resources. You further acknowledge and agree that MarketRiders shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such Content, goods or services available on or through any such site or resource.

16. MARKETRIDERS'S PROPRIETARY RIGHTS

You acknowledge and agree that the Service and any necessary software used in connection with the Service ("Software") contain proprietary and confidential information that is protected by applicable intellectual property and other laws. You further acknowledge and agree that Content contained in sponsor advertisements or information presented to you through the Service or by advertisers is protected by copyrights, trademarks, service marks, patents or other proprietary rights and laws. Except as expressly authorized by MarketRiders or advertisers, you agree not to modify, rent, lease, loan, sell, distribute or create derivative works based on the Service or the Software, in whole or in part.

MarketRiders grants you a personal, non-transferable and non-exclusive right and license to use the object code of its Software on a single computer; provided that you do not (and do not allow any third party to) copy, modify, create a derivative work from, reverse engineer, reverse assemble or otherwise attempt to discover any source code, sell, assign, sublicense, grant a security interest in or otherwise transfer any right in the Software. You agree not to modify the Software in any manner or form, nor to use modified versions of the Software, including (without limitation) for the purpose of obtaining unauthorized access to the Service. You agree not to access the Service by any means other than through the interface that is provided by MarketRiders for use in accessing the Service.

17. DISCLAIMER OF WARRANTIES

YOU EXPRESSLY UNDERSTAND AND AGREE THAT:

  1. YOUR USE OF THE SERVICE IS AT YOUR SOLE RISK. THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. MARKETRIDERS AND ITS SUBSIDIARIES, AFFILIATES, OFFICERS, EMPLOYEES, AGENTS, PARTNERS AND LICENSORS EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.
  2. MARKETRIDERS AND ITS SUBSIDIARIES, AFFILIATES, OFFICERS, EMPLOYEES, AGENTS, PARTNERS AND LICENSORS MAKE NO WARRANTY THAT (i) THE SERVICE WILL MEET YOUR REQUIREMENTS; (ii) THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE OR ERROR-FREE; (iii) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICE WILL BE ACCURATE OR RELIABLE; (iv) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION OR OTHER MATERIAL PURCHASED OR OBTAINED BY YOU THROUGH THE SERVICE WILL MEET YOUR EXPECTATIONS; AND (v) ANY ERRORS IN THE SOFTWARE WILL BE CORRECTED.
  3. ANY MATERIAL DOWNLOADED OR OTHERWISE OBTAINED THROUGH THE USE OF THE SERVICE IS ACCESSED AT YOUR OWN DISCRETION AND RISK, AND YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY SUCH MATERIAL.
  4. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED BY YOU FROM MARKETRIDERS OR THROUGH OR FROM THE SERVICE SHALL CREATE ANY WARRANTY NOT EXPRESSLY STATED IN THE TOS.
  5. A SMALL PERCENTAGE OF USERS MAY EXPERIENCE EPILEPTIC SEIZURES WHEN EXPOSED TO CERTAIN LIGHT PATTERNS OR BACKGROUNDS ON A COMPUTER SCREEN OR WHILE USING THE SERVICE. CERTAIN CONDITIONS MAY INDUCE PREVIOUSLY UNDETECTED EPILEPTIC SYMPTOMS EVEN IN USERS WHO HAVE NO HISTORY OF PRIOR SEIZURES OR EPILEPSY. IF YOU, OR ANYONE IN YOUR FAMILY, HAVE AN EPILEPTIC CONDITION, CONSULT YOUR PHYSICIAN PRIOR TO USING THE SERVICE. IMMEDIATELY DISCONTINUE USE OF THE SERVICE AND CONSULT YOUR PHYSICIAN IF YOU EXPERIENCE ANY OF THE FOLLOWING SYMPTOMS WHILE USING THE SERVICE: DIZZINESS, ALTERED VISION, EYE OR MUSCLE TWITCHES, LOSS OF AWARENESS, DISORIENTATION, ANY INVOLUNTARY MOVEMENT, OR CONVULSIONS.

18. LIMITATION OF LIABILITY

YOU EXPRESSLY UNDERSTAND AND AGREE THAT MARKETRIDERS AND ITS SUBSIDIARIES, AFFILIATES, OFFICERS, EMPLOYEES, AGENTS, PARTNERS AND LICENSORS SHALL NOT BE LIABLE TO YOU FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES, INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA OR OTHER INTANGIBLE LOSSES (EVEN IF MARKETRIDERS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES), RESULTING FROM: (i) THE USE OR THE INABILITY TO USE THE SERVICE; (ii) THE COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES RESULTING FROM ANY GOODS, DATA, INFORMATION OR SERVICES PURCHASED OR OBTAINED OR MESSAGES RECEIVED OR TRANSACTIONS ENTERED INTO THROUGH OR FROM THE SERVICE; (iii) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA; (iv) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON THE SERVICE; OR (v) ANY OTHER MATTER RELATING TO THE SERVICE.

19. EXCLUSIONS AND LIMITATIONS

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. ACCORDINGLY, SOME OF THE ABOVE LIMITATIONS OF SECTIONS 16 AND 17 MAY NOT APPLY TO YOU.

20. SPECIAL ADMONITION FOR SERVICES RELATING TO FINANCIAL MATTERS

If you intend to create or join any service, receive or request any news, messages, alerts or other information from the Service concerning companies, ETF quotes, investments or securities, please read the above Sections 17 and 18 again. They go doubly for you. In addition, for this type of information particularly, the phrase "Let the investor beware" is apt. The Service is provided for informational purposes only, and no Content included in the Service is intended for trading or investing purposes. MarketRiders and its licensors shall not be responsible or liable for the accuracy, usefulness or availability of any information transmitted or made available via the Service, and shall not be responsible or liable for any trading or investment decisions based on such information.

21. NO THIRD-PARTY BENEFICIARIES

You agree that, except as otherwise expressly provided in this TOS, there shall be no third-party beneficiaries to this agreement.

22. NOTICE

MarketRiders may provide you with notices, including those regarding changes to the TOS, by email, regular mail or postings on the Service.

23. NOTICE AND PROCEDURE FOR MAKING CLAIMS OF COPYRIGHT OR INTELLECTUAL PROPERTY INFRINGEMENT

MarketRiders respects the intellectual property of others, and we ask our users to do the same. MarketRiders may, in appropriate circumstances and at its discretion, disable and/or terminate the accounts of users who may be repeat infringers. If you believe that your work has been copied in a way that constitutes copyright infringement, or your intellectual property rights have been otherwise violated, please provide MarketRiders's with the following information:


  1. an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright or other intellectual property interest;
  2. a description of the copyrighted work or other intellectual property that you claim has been infringed;
  3. a description of where the material that you claim is infringing is located on the site;
  4. your address, telephone number, and email address;
  5. a statement by you that you have a good faith belief that the disputed use is not authorized by the copyright owner, its agent, or the law;
  6. a statement by you, made under penalty of perjury, that the above information in your Notice is accurate and that you are the copyright or intellectual property owner or authorized to act on the copyright or intellectual property owner's behalf.

MarketRiders's contact info for claims of copyright or other intellectual property infringement is as follows:

James Alan Cook
731A Emerson Street
Palo Alto, CA 94301
By email:

24. GENERAL INFORMATION

Entire Agreement.
The TOS constitutes the entire agreement between you and MarketRiders and governs your use of the Service, superseding any prior agreements between you and MarketRiders with respect to the Service. You also may be subject to additional terms and conditions that may apply when you use or purchase certain other MarketRiders services, affiliate services, third-party content or third-party software.

Choice of Law and Forum.
The TOS and the relationship between you and MarketRiders shall be governed by the laws of the State of New York without regard to its conflict of law provisions. You and MarketRiders agree to submit to the personal and exclusive jurisdiction of the courts located within the county of New York, New York.

Waiver and Severability of Terms.
The failure of MarketRiders to exercise or enforce any right or provision of the TOS shall not constitute a waiver of such right or provision. If any provision of the TOS is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties' intentions as reflected in the provision, and the other provisions of the TOS remain in full force and effect.

No Right of Survivorship and Non-Transferability.
You agree that your MarketRiders account is non-transferable and any rights to your MarketRiders ID or contents within your account terminate upon your death. Upon receipt of a copy of a death certificate, your account may be terminated and all contents therein permanently deleted.

Statute of Limitations.
You agree that regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to use of the Service or the TOS must be filed within one (1) year after such claim or cause of action arose or be forever barred.

The section titles in the TOS are for convenience only and have no legal or contractual effect.

25. VIOLATIONS

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.

Please report any violations of the TOS to us via the contact form.

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Privacy Policy

TRUSTe online privacy certification

Effective Date: March 30, 2015

MarketRiders shares your concern about the protection of your personal information online. This is our policy regarding the privacy of information we collect on our Web sites. This privacy policy applies to www.MarketRiders.com owned and operated by MarketRiders. This policy does not apply to the practices of companies that MarketRiders does not own or control. This Privacy Policy includes examples of the types of personal information we collect and the kinds of companies with whom we share such information. These examples are illustrative and should not be considered a complete inventory of our information collection, use and sharing practices. It also describes the choices available to you regarding our use of your personal information and how you can access and update this information. We will comply with applicable state laws that may restrict the types of information we may disclose about you or require us to provide you with additional notices.

MarketRiders has been awarded TRUSTe's Privacy Seal signifying that this privacy policy and practices have been reviewed by TRUSTe for compliance with TRUSTe's program requirements including transparency, accountability and choice regarding the collection and use of your personal information. The TRUSTe program does not cover information that may be collected through downloadable software. The TRUSTe program covers only information that is collected through this Web site, http://www.marketriders.com.

TRUSTe's mission, as an independent third party, is to accelerate online trust among consumers and organizations globally through its leading privacy trustmark and innovative trust solutions. If you have questions or complaints regarding our privacy policy or practices, please contact us at . If you are not satisfied with our response you can contact TRUSTe here.


Information We Gather and How We Use It


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.


Tell-A-Friend


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.


Import Contacts


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.


Information We May Disclose


MarketRiders does not share, sell, rent or trade personal information about you with third parties other than as described within this privacy policy.

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.


Disclosures Permitted by Law


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.

If we are acquired by or merged with another company. In this event, MarketRiders will notify you before information about you is transferred and becomes subject to a different privacy policy.


Disclosures for Joint Marketing and Servicing


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.


Tracking Technologies


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 use cookies to remember users' settings, for authentication, and to customize the site for each user's experience. Users can control the use of cookies at the individual browser level. If you reject cookies, you may still use our site, but your ability to use some features or areas of our site may be limited.


Behavioral Targeting / Re-Targeting


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.


Log Files


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.


Local Storage Objects (Flash/HTML5)


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.


Choice/Opt-out


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.


Security


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.


Links to Other Web Sites


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.


Social Media Widgets


Our Web site includes Social Media Features, such as the Facebook Like button [and Widgets, such as the Share this button or interactive mini-programs that run on our site]. These Features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the Feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Site. Your interactions with these Features are governed by the privacy policy of the company providing it.


Correcting and Updating 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.


Changes in this Privacy Statement


If we decide to change our privacy policy, we will post those changes to this privacy statement, the home page, and other places we deem appropriate so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.

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.


Contact Us


MarketRiders, Inc.
530 Lytton Avenue
2nd Floor
Palo Alto, CA 94301
Toll free: 1-866-990-3837
Email us