JPSCX - JPMorgan US Dynamic Plus C

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JPMorgan US Dynamic Plus C (JPSCX)
Expense Ratio: 2.51%
Expected Lifetime Fees: $64,052.59


The JPMorgan US Dynamic Plus C fund (JPSCX) is a Large Blend fund started on 1/31/2006 and has $155.10 million in assets under management. The current manager has been running JPMorgan US Dynamic Plus C since 5/31/2012. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.75%

MarketRiders Prefers The Following ETF

Vanguard Large Cap ETF (VV)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Large Cap ETF (VV) is an Exchange Traded Fund. It is a "basket" of securities that index the Large Blend investment strategy and is an alternative to a Large Blend mutual fund. Fees are very low compared to a comparable mutual fund like JPMorgan US Dynamic Plus C because computers automatically manage the stocks.




The Following Large Blend Funds Have Lower Fees Than JPMorgan US Dynamic Plus C (JPSCX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
AdvisorOne Amerigo N CLSAX 53.0% 462 1.41%
AdvisorOne Descartes N CLDEX 25.0% 159 1.47%
AllianceBern Tx-Mgd Wlth Appr Strat Adv ATWYX 73.0% 586 0.77%
AllianceBern Tx-Mgd Wlth Appr Strat B ATWBX 73.0% 586 1.81%
AllianceBern Tx-Mgd Wlth Appr Strat C ATWCX 73.0% 586 1.78%
AllianceBern Wealth Apprec Strat A AWAAX 4.0% 1,400 1.12%
AllianceBern Wealth Apprec Strat Ad AWAYX 4.0% 1,400 0.82%
AllianceBern Wealth Apprec Strat B AWABX 4.0% 1,400 1.86%
AllianceBern Wealth Apprec Strat C AWACX 4.0% 1,400 1.83%
Alpine Dynamic Dividend Institutional ADVDX 358.0% 360 1.18%
Amana Trust Income AMANX 3.0% 1,300 1.21%
American Beacon S&P 500 Idx Instl AASPX 15.0% 467 0.16%
American Beacon S&P 500 Idx Inv AAFPX 15.0% 467 0.64%
American Century Equity Growth A BEQAX 74.0% 2,000 0.94%
American Century Equity Growth C AEYCX 74.0% 2,000 1.69%
American Century Equity Growth Instl AMEIX 74.0% 2,000 0.49%
American Century Equity Growth Inv BEQGX 74.0% 2,000 0.69%
American Century Equity Growth R AEYRX 74.0% 2,000 1.19%
American Century Equity Index Instl ACQIX 3.0% 239 0.30%
American Century Equity Index Inv ACIVX 3.0% 239 0.50%
American Century Fundamental Equity A AFDAX 18.0% 174 1.26%
American Century Fundamental Equity C AFDCX 18.0% 174 2.01%
American Century Fundamental Equity Inst AFEIX 18.0% 174 0.81%
American Century Fundamental Equity Inv AFDIX 18.0% 174 1.01%
American Century Fundamental Equity R AFDRX 18.0% 174 1.51%
American Funds Fundamental Investors A ANCFX 28.0% 47,800 0.63%
American Funds Fundamental Investors B AFIBX 28.0% 47,800 1.40%
American Funds Fundamental Investors R4 RFNEX 28.0% 47,800 0.66%
American Funds Fundamental Investors R5 RFNFX 28.0% 47,800 0.36%
American Funds Fundamental Investors R6 RFNGX 28.0% 47,800 0.31%
American Funds Fundamental Invs C AFICX 28.0% 47,800 1.44%
American Funds Fundamental Invs F-1 AFIFX 28.0% 47,800 0.67%
American Funds Fundamental Invs F-2 FINFX 28.0% 47,800 0.42%
American Funds Fundamental Invs R1 RFNAX 28.0% 47,800 1.43%
American Funds Fundamental Invs R2 RFNBX 28.0% 47,800 1.41%
American Funds Fundamental Invs R3 RFNCX 28.0% 47,800 0.93%
American Funds Invmt Co of America A AIVSX 28.0% 54,700 0.61%
American Funds Invmt Co of America B AICBX 28.0% 54,700 1.38%
American Funds Invmt Co of America C AICCX 28.0% 54,700 1.42%
American Funds Invmt Co of America F-1 AICFX 28.0% 54,700 0.66%
American Funds Invmt Co of America F-2 ICAFX 28.0% 54,700 0.40%
American Funds Invmt Co of America R1 RICAX 28.0% 54,700 1.41%
American Funds Invmt Co of America R2 RICBX 28.0% 54,700 1.41%
American Funds Invmt Co of America R3 RICCX 28.0% 54,700 0.97%
American Funds Invmt Co of America R4 RICEX 28.0% 54,700 0.65%
American Funds Invmt Co of America R5 RICFX 28.0% 54,700 0.35%
American Funds Invmt Co of America R6 RICGX 28.0% 54,700 0.30%
Ameristock AMSTX 90.0% 186 0.91%
Ameristock AMSTZ 90.0% 186 0.91%
Ave Maria Rising Dividend AVEDX 22.0% 266 1.03%
BBH Core Select N BBTEX 17.0% 2,000 1.00%
BBH Core Select Retail Class Shares BBTRX 17.0% 2,000 1.25%
BlackRock Index Equity Instl PNIEX 6.0% 521 0.18%
BlackRock Index Equity Inv A CIEAX 6.0% 521 0.42%
BlackRock Index Equity Inv B CIEBX 6.0% 521 1.24%
BlackRock Index Equity Inv C CIECX 6.0% 521 1.24%
BlackRock Index Equity Svc PNESX 6.0% 521 0.39%
BlackRock S&P 500 Index A MDSRX 6.0% 1,800 0.56%
BlackRock S&P 500 Index Instl MASRX 6.0% 1,800 0.30%
BlackRock S&P 500 Stock WFSPX 9.0% 321 0.18%
BNY Mellon Large Cap Stock Inv MILCX 86.7% 950 1.05%
BNY Mellon Large Cap Stock M MPLCX 86.7% 950 0.80%
BNY Mellon US Core Equity 130/30 Inv MUCIX 144.0% 266 1.97%
BNY Mellon US Core Equity 130/30 M MUCMX 144.0% 266 1.69%
Bridgeway Blue Chip 35 Index BRLIX 19.0% 275 0.15%
Brown Advisory Value Equity Instl BIAVX 64.0% 156 0.93%
Cambiar Opportunity Inst CAMWX 63.0% 1,200 0.96%
Cambiar Opportunity Inv CAMOX 63.0% 1,200 1.21%
Castle Focus Fund Class Investor MOATX 39.8% 104 1.49%
Clipper CFIMX 15.0% 1,000 0.75%
Cohen & Steers Dividend Value A DVFAX 33.0% 125 1.15%
Cohen & Steers Dividend Value C DVFCX 33.0% 125 1.80%
Cohen & Steers Dividend Value I DVFIX 33.0% 125 0.65%
Columbia Contrarian Core A LCCAX 78.0% 1,900 1.16%
Columbia Contrarian Core B LCCBX 78.0% 1,900 1.91%
Columbia Contrarian Core Fund Class R4 CCRFX 78.0% 1,900 1.08%
Columbia Contrarian Core T SGIEX 78.0% 1,900 1.21%
Columbia Contrarian Core Z SMGIX 78.0% 1,900 0.91%
Columbia Contrarian Core Z SMGSZ 78.0% 1,900 0.91%
Columbia Large Cap Core A NSGAX 197.0% 776 1.16%
Columbia Large Cap Core B NSIBX 197.0% 776 1.91%
Columbia Large Cap Core Z NSEPX 197.0% 776 0.91%
Columbia Large Cap Enhanced Core A NMIAX 67.0% 260 0.95%
Columbia Large Cap Enhanced Core Z NMIMX 67.0% 260 0.70%
Columbia Large Cap Index A NEIAX 6.0% 2,300 0.42%
Columbia Large Cap Index B CLIBX 6.0% 2,300 1.17%
Columbia Large Cap Index Z NINDX 6.0% 2,300 0.17%
Columbia Large Core Quantitative A AQEAX 57.0% 3,300 1.06%
Columbia Large Core Quantitative B AQEBX 57.0% 3,300 1.81%
Columbia Large Core Quantitative C RDCEX 57.0% 3,300 1.81%
Columbia Large Core Quantitative Fund Class R CLQRX 57.0% 3,300 1.31%
Columbia Large Core Quantitative R4 RQEYX 57.0% 3,300 0.90%
Columbia Large Core Quantitative R5 RSIPX 57.0% 3,300 0.65%
Columbia LifeGoal Growth A NLGIX 86.0% 718 1.34%
Columbia LifeGoal Growth B NLGBX 86.0% 718 2.09%
Columbia LifeGoal Growth C NLGCX 86.0% 718 2.09%
Columbia LifeGoal Growth Z NGPAX 86.0% 718 1.17%
Croft Value CLVFX 20.0% 311 1.30%
Davis NY Venture A NYVTX 8.0% 22,200 0.89%
Davis NY Venture B NYVBX 8.0% 22,200 1.79%
Davis NY Venture C NYVCX 8.0% 22,200 1.67%
Davis NY Venture R NYVRX 8.0% 22,200 1.22%
Davis NY Venture Y DNVYX 8.0% 22,200 0.62%
DFA Enhanced US Large Company I DFELX 140.0% 179 0.27%
DFA Tax-Managed US Equity DTMEX 11.0% 1,400 0.22%
DFA US Core Equity 1 I DFEOX 5.0% 4,300 0.20%
DFA US Large Company DFUSX 4.0% 3,800 0.10%
DFA US Sustainability Core 1 DFSIX 14.0% 169 0.37%
DGHM All-Cap Value Institutional DGAIX 49.5% 121 1.11%
DGHM All-Cap Value Investor DGHMX 49.5% 121 1.47%
Domini Social Equity Inv DSEFX 87.0% 724 1.25%
Domini Social Equity R DSFRX 87.0% 724 0.90%
Domini Social Investment Trust Social Equity Fund Institutional Class DIEQX 87.0% 724 0.80%
Dreyfus Appreciation DGAGX 2.6% 4,500 0.97%
Dreyfus Basic S&P 500 Stock Index DSPIX 2.1% 1,200 0.20%
Dreyfus Core Equity C DPECX 4.1% 351 2.10%
Dreyfus Core Equity Fund Class A DLTSX 4.1% 351 1.35%
Dreyfus Core Equity Fund Class A DPCSZ 4.1% 351 1.35%
Dreyfus Core Equity I DPERX 4.1% 351 1.10%
Dreyfus Disciplined Stock DDSTX 84.2% 501 1.00%
Dreyfus Fund Incorporated DREVX 67.6% 965 0.77%
Dreyfus Large Cap Equity A DLB1Z 47.9% 192 1.34%
Dreyfus Large Cap Equity I DLQIX 47.9% 192 0.81%
Dreyfus S&P 500 Index PEOPX 3.4% 2,200 0.50%
Dreyfus Strategic Value A DAGVX 88.4% 1,000 0.98%
Dreyfus Strategic Value C DCGVX 88.4% 1,000 1.73%
Dreyfus Strategic Value I DRGVX 88.4% 1,000 0.73%
Dreyfus Tax-Managed Growth A DTMGX 15.1% 165 1.35%
Dreyfus Tax-Managed Growth C DPTAX 15.1% 165 2.10%
Dreyfus Tax-Managed Growth I DPTRX 15.1% 165 1.10%
DWS Core Equity A SUWAX 191.0% 3,200 0.98%
DWS Core Equity B SUWBX 191.0% 3,200 1.89%
DWS Core Equity C SUWCX 191.0% 3,200 1.71%
DWS Core Equity Institutional SUWIX 191.0% 3,200 0.53%
DWS Core Equity S SCD1Z 191.0% 3,200 0.64%
DWS Core Equity S SCDGX 191.0% 3,200 0.64%
DWS Equity 500 Index Inst BTIIX 3.0% 1,500 0.24%
DWS Equity 500 Index S BTIEX 3.0% 1,500 0.31%
DWS S&P 500 Index A SXPAX 3.0% 703 0.71%
DWS S&P 500 Index B SXPBX 3.0% 703 1.40%
DWS S&P 500 Index S SCPIX 3.0% 703 0.39%
Eaton Vance Dividend Builder A EVTMX 87.0% 1,100 1.09%
Eaton Vance Dividend Builder B EMTMX 87.0% 1,100 1.84%
Eaton Vance Dividend Builder C ECTMX 87.0% 1,100 1.84%
Eaton Vance Dividend Builder I EIUTX 87.0% 1,100 0.84%
Eaton Vance Tx-Mgd Eq Asset Allc A EAEAX 12.0% 376 1.37%
Eaton Vance Tx-Mgd Eq Asset Allc B EBEAX 12.0% 376 2.12%
Eaton Vance Tx-Mgd Eq Asset Allc C ECEAX 12.0% 376 2.12%
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX 2.0% 1,100 0.86%
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX 2.0% 1,100 1.61%
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX 2.0% 1,100 1.61%
Eaton Vance Tx-Mgd Growth 1.1 I EITMX 2.0% 1,100 0.61%
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX 2.0% 445 1.04%
Eaton Vance Tx-Mgd Growth 1.2 B EYTGX 2.0% 445 1.80%
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX 2.0% 445 1.80%
Eaton Vance Tx-Mgd Growth 1.2 I EITGX 2.0% 445 0.79%
Evergreen Equity Index Instl WFIOX 3.0% 2,200 0.25%
Federated Capital Appreciation A FEDEX 175.0% 883 1.25%
Federated Capital Appreciation A FEDTZ 175.0% 883 1.25%
Federated Capital Appreciation B CPABX 175.0% 883 2.11%
Federated Capital Appreciation C CPA2Z 175.0% 883 2.07%
Federated Capital Appreciation C CPACX 175.0% 883 2.07%
Federated Capital Appreciation Instl CPAIX 175.0% 883 0.99%
Federated Capital Appreciation R CPAKX 175.0% 883 1.47%
Federated Max-Cap Index C MXC1Z 53.0% 518 1.44%
Federated Max-Cap Index C MXCCX 53.0% 518 1.44%
Federated Max-Cap Index Instl FISPX 53.0% 518 0.36%
Federated Max-Cap Index Svc FMXSX 53.0% 518 0.66%
Fidelity Advisor Diversified Stock A FDTOX 76.0% 1,700 0.86%
Fidelity Advisor Diversified Stock C FDTCX 76.0% 1,700 1.78%
Fidelity Advisor Diversified Stock I FDTIX 76.0% 1,700 0.74%
Fidelity Advisor Diversified Stock T FDTEX 76.0% 1,700 1.29%
Fidelity Advisor Dividend Growth A FADAX 68.0% 811 1.39%
Fidelity Advisor Dividend Growth A FAZCZ 68.0% 811 1.39%
Fidelity Advisor Dividend Growth B FADBX 68.0% 811 2.17%
Fidelity Advisor Dividend Growth C FDGCX 68.0% 811 2.11%
Fidelity Advisor Dividend Growth I FDGIX 68.0% 811 1.07%
Fidelity Advisor Dividend Growth T FDGTX 68.0% 811 1.60%
Fidelity Advisor Growth & Income A FGIRX 123.0% 1,400 1.06%
Fidelity Advisor Growth & Income B FGISX 123.0% 1,400 1.81%
Fidelity Advisor Growth & Income C FGIUX 123.0% 1,400 1.78%
Fidelity Advisor Growth & Income I FGIOX 123.0% 1,400 0.72%
Fidelity Advisor Growth & Income T FGITX 123.0% 1,400 1.29%
Fidelity Advisor Large Cap B FALHX 83.0% 1,200 2.04%
Fidelity Advisor Large Cap C FLCCX 83.0% 1,200 2.03%
Fidelity Advisor Large Cap I FALIX 83.0% 1,200 0.95%
Fidelity Advisor Large Cap T FALGX 83.0% 1,200 1.54%
Fidelity Advisor Mega Cap Stock A FGTSZ 53.0% 1,400 1.06%
Fidelity Advisor Mega Cap Stock I FTRIX 53.0% 1,400 0.79%
Fidelity Capital Appreciation FDCAX 182.0% 5,500 0.91%
Fidelity Disciplined Equity FDEQX 153.0% 7,600 0.59%
Fidelity Dividend Growth FDGFX 67.0% 7,500 0.93%
Fidelity Growth & Income FGRIX 129.0% 5,100 0.72%
Fidelity Large Cap Core Enhanced Index FLCEX 104.0% 247 0.46%
Fidelity Large Cap Stock FLCSX 108.0% 871 0.94%
Fidelity Mega Cap Stock FGRTX 53.0% 1,400 0.79%
Fidelity Spartan 500 Index Advtg FUSVX 5.0% 44,000 0.06%
Fidelity Spartan 500 Index Inv FUSEX 5.0% 44,000 0.10%
Fidelity Spartan Total Market Index Inv FSTMX 17.0% 12,200 0.10%
Fidelity Spartan Total Mkt Idx Advtg FSTVX 17.0% 12,200 0.07%
Fidelity Value Discovery FVDFX 59.0% 453 0.80%
Fifth Third Equity Index A KNIDX 2.0% 340 0.45%
Fifth Third Equity Index Instl KNIEX 2.0% 340 0.20%
First Eagle US Value A FEVAX 18.5% 2,600 1.18%
First Eagle US Value C FEVCX 18.5% 2,600 1.93%
First Eagle US Value I FEVIX 18.5% 2,600 0.93%
FMI Large Cap FMIHX 28.0% 5,100 0.97%
Forward CorePlus Institutional AGROX 231.0% 111 0.82%
Forward CorePlus Investor AGRIX 231.0% 111 1.22%
Franklin Rising Dividends A FRDAZ 4.0% 7,500 1.00%
Franklin Rising Dividends A FRDPX 4.0% 7,500 1.00%
Franklin Rising Dividends Adv FRDAX 4.0% 7,500 0.75%
Franklin Rising Dividends R FRDRX 4.0% 7,500 1.25%
Gabelli Asset A GATAX 8.0% 2,800 1.37%
Gabelli Asset AAA GABAX 8.0% 2,800 1.37%
Gabelli Asset C GATCX 8.0% 2,800 2.12%
Gabelli Asset I GABIX 8.0% 2,800 1.12%
Gabelli Equity Income A GCAEX 14.0% 2,100 1.41%
Gabelli Equity Income AAA GABEX 14.0% 2,100 1.41%
Gabelli Equity Income C GCCEX 14.0% 2,100 2.16%
Gabelli Value A GABVX 6.0% 484 1.43%
Gabelli Value B GVCBX 6.0% 484 2.18%
Gabelli Value C GVCCX 6.0% 484 2.18%
Gabelli Value Fund Class AAA GVCAX 6.0% 484 1.43%
Gabelli Value I GVCIX 6.0% 484 1.18%
GE Instl US Large Cap Core Eq Inv GEIVX 44.0% 198 0.40%
GE Instl US Large Cap Core Eq Svc GEVSX 44.0% 198 0.65%
Glenmede Large Cap 100 GTLOX 103.0% 105 0.88%
Glenmede Secured Options Portfolio GTSOX 1.0% 326 0.90%
GMO Quality III GQETX 40.0% 18,600 0.48%
Goldman Sachs Rising Dividend Gr A GSRAX 51.9% 262 1.20%
Goldman Sachs Rising Dividend Gr Instl GSRLX 51.9% 262 0.80%
Goldman Sachs Structured Tx-Mgd Eq A GCTAX 99.0% 307 1.09%
Goldman Sachs Structured Tx-Mgd Eq B GCTBX 99.0% 307 1.84%
Goldman Sachs Structured Tx-Mgd Eq C GCTCX 99.0% 307 1.84%
Goldman Sachs Structured Tx-Mgd Eq I GCTIX 99.0% 307 0.69%
Goldman Sachs Structured US Equity A GSSQX 46.0% 319 0.95%
Goldman Sachs Structured US Equity B GSSBX 46.0% 319 1.70%
Goldman Sachs Structured US Equity C GSUSX 46.0% 319 1.70%
Goldman Sachs Structured US Equity I GSELX 46.0% 319 0.55%
Goldman Sachs Structured US Equity S GSESX 46.0% 319 1.05%
Goldman Sachs US Eq Div and Premium A GSPAX 90.0% 1,000 1.25%
Goldman Sachs US Eq Div and Premium C GSPQX 90.0% 1,000 2.00%
Goldman Sachs US Eq Div and Premium I GSPKX 90.0% 1,000 0.85%
Guggenheim Large Cap Core A SECEX 92.0% 177 1.34%
Harbor Large Cap Value Adm HRLVX 43.0% 273 0.93%
Harbor Large Cap Value Instl HAVLX 43.0% 273 0.68%
Harbor Large Cap Value Inv HILVX 43.0% 273 1.05%
Hartford Capital Appreciation A ITHAX 75.0% 11,800 1.12%
Hartford Capital Appreciation B IHCAX 75.0% 11,800 1.95%
Hartford Capital Appreciation C HCACX 75.0% 11,800 1.84%
Hartford Capital Appreciation HLS IA HIACX 113.0% 8,700 0.67%
Hartford Capital Appreciation I ITHIX 75.0% 11,800 0.87%
Hartford Capital Appreciation II A HCTAX 140.0% 860 1.25%
Hartford Capital Appreciation II B HCTBX 140.0% 860 2.00%
Hartford Capital Appreciation II C HFCCX 140.0% 860 2.00%
Hartford Capital Appreciation II I HCTIX 140.0% 860 1.00%
Hartford Capital Appreciation II R3 HCTRX 140.0% 860 1.35%
Hartford Capital Appreciation II R4 HCTSX 140.0% 860 1.05%
Hartford Capital Appreciation II R5 HCTTX 140.0% 860 0.95%
Hartford Capital Appreciation II Y HCTYX 140.0% 860 0.90%
Hartford Capital Appreciation R3 ITHRX 75.0% 11,800 1.40%
Hartford Capital Appreciation R4 ITHSX 75.0% 11,800 1.10%
Hartford Capital Appreciation R5 ITHTX 75.0% 11,800 0.80%
Hartford Capital Appreciation Y HCAYX 75.0% 11,800 0.70%
Hartford Disciplined Equity A HAIAX 56.0% 190 1.35%
Hartford Disciplined Equity B HGIBX 56.0% 190 2.10%
Hartford Disciplined Equity C HGICX 56.0% 190 2.10%
Hartford Disciplined Equity R3 HGIRX 56.0% 190 1.50%
Hartford Disciplined Equity R4 HGISX 56.0% 190 1.20%
Hartford Disciplined Equity R5 HGITX 56.0% 190 0.90%
Hartford Disciplined Equity Y HGIYX 56.0% 190 0.85%
ING Core Equity Research A AAGSZ 75.0% 365 1.08%
ING Core Equity Research C AEH1Z 75.0% 365 1.83%
ING Core Equity Research Fund Class B AGINX 75.0% 365 1.83%
ING Core Equity Research I AEGIX 75.0% 365 0.75%
ING Index Plus LargeCap A AELAX 130.0% 276 0.95%
ING Index Plus LargeCap B ATLBX 130.0% 276 1.70%
ING Index Plus LargeCap C AELCX 130.0% 276 1.45%
ING Index Plus LargeCap I AELIX 130.0% 276 0.70%
ING Value Choice A PAV1Z 66.0% 512 1.42%
ING Value Choice A PAVAX 66.0% 512 1.42%
ING Value Choice C PAVCX 66.0% 512 2.17%
ING Value Choice Fund Class B PAVBX 66.0% 512 2.17%
ING Value Choice I PAVIX 66.0% 512 1.16%
INTECH U.S. Core Fund Class A JDOAX 93.0% 330 0.99%
INTECH U.S. Core Fund Class C JLCCX 93.0% 330 1.81%
INTECH U.S. Core Fund Class I JRMCX 93.0% 330 0.73%
INTECH U.S. Core Fund Class S JLCIX 93.0% 330 1.19%
INTECH U.S. Core T JRMSX 93.0% 330 0.93%
Janus Contrarian Fund Class A JCNAX 130.0% 2,500 0.89%
Janus Contrarian Fund Class C JCNCX 130.0% 2,500 1.61%
Janus Contrarian Fund Class I JCONX 130.0% 2,500 0.64%
Janus Contrarian Fund Class R JCNRX 130.0% 2,500 1.29%
Janus Contrarian Fund Class S JCNIX 130.0% 2,500 1.05%
Janus Contrarian T JSVAX 130.0% 2,500 0.80%
JHancock Sovereign Investors A SOVIX 52.0% 554 1.17%
JHancock Sovereign Investors B SOVBX 52.0% 554 1.86%
JHancock Sovereign Investors C SOVCX 52.0% 554 1.87%
JHancock Sovereign Investors I SOIIX 52.0% 554 0.79%
JHancock2 Lifestyle Aggressive A JALAX 25.0% 3,600 1.47%
JHancock2 Lifestyle Aggressive B JBLAX 25.0% 3,600 2.24%
JHancock2 Lifestyle Aggressive C JCLAX 25.0% 3,600 2.18%
JHancock2 Lifestyle Aggressive R1 JPLAX 25.0% 3,600 1.88%
JHancock2 Lifestyle Aggressive R3 JRLAX 25.0% 3,600 1.76%
JHancock2 Lifestyle Aggressive R4 JSLAX 25.0% 3,600 1.40%
JPMorgan Disciplined Equity A JDEAX 169.0% 1,100 0.85%
JPMorgan Disciplined Equity Instl JPIEX 169.0% 1,100 0.45%
JPMorgan Disciplined Equity Sel JDESX 169.0% 1,100 0.60%
JPMorgan Equity Index A OGEAX 7.0% 1,700 0.45%
JPMorgan Equity Index B OGEIX 7.0% 1,700 1.20%
JPMorgan Equity Index C OEICX 7.0% 1,700 1.20%
JPMorgan Equity Index Select HLEIX 7.0% 1,700 0.20%
JPMorgan Investor Growth Fund Class A ONG1Z 15.0% 1,400 1.53%
JPMorgan Investor Growth Fund Class B OGIGX 15.0% 1,400 2.28%
JPMorgan Investor Growth Fund Class C OGGCX 15.0% 1,400 2.28%
JPMorgan Investor Growth Fund Select Class ONIFX 15.0% 1,400 1.28%
JPMorgan US Dynamic Plus A JPSAX 651.0% 155 2.01%
JPMorgan US Dynamic Plus Sel JILSX 651.0% 155 1.76%
JPMorgan US Large Cap Core Plus A JLCAX 102.0% 6,400 2.00%
JPMorgan US Large Cap Core Plus C JLPCX 102.0% 6,400 2.50%
JPMorgan US Large Cap Core Plus R5 JCPRX 102.0% 6,400 0.96%
JPMorgan US Large Cap Core Plus Select JLPSX 102.0% 6,400 1.75%
Legg Mason Batterymarch S&P 500 Index A SBS1Z 5.0% 230 0.59%
Legg Mason Cap Mgmt All Cap A SPAAX 23.0% 419 1.43%
Legg Mason Cap Mgmt All Cap B SPBBX 23.0% 419 2.25%
Legg Mason Cap Mgmt All Cap C SPBLX 23.0% 419 1.93%
Legg Mason Cap Mgmt All Cap I LACIX 23.0% 419 1.00%
Legg Mason Cap Mgmt Value C LMVTX 47.0% 2,200 1.78%
Legg Mason Cap Mgmt Value FI LMVFX 47.0% 2,200 1.10%
Legg Mason Cap Mgmt Value I LMNVX 47.0% 2,200 0.77%
Legg Mason Cap Mgmt Value R LMVRX 47.0% 2,200 1.39%
Legg Mason ClearBridge Appreciation A SHAPX 27.0% 4,000 1.06%
Legg Mason ClearBridge Appreciation I SAPYX 27.0% 4,000 0.71%
Legg Mason ClearBridge Equity I LMQIX 33.0% 445 0.95%
Legg Mason ClearBridge Fdmtl AlCp Val A SHFCZ 15.0% 1,600 1.34%
Legg Mason ClearBridge Fdmtl AlCp Val I SFVYX 15.0% 1,600 0.89%
Longleaf Partners LLPFX 23.6% 7,700 0.91%
Lord Abbett Classic Stock A LRLCZ 27.0% 799 0.98%
Lord Abbett Classic Stock C LLRCX 27.0% 799 1.63%
Lord Abbett Classic Stock I LARYX 27.0% 799 0.63%
Lord Abbett Fundamental Equity A LDFVX 56.0% 4,600 1.09%
Lord Abbett Fundamental Equity I LAVYX 56.0% 4,600 0.74%
Madison Mosaic Disciplined Equity Y MADEX 57.0% 143 0.96%
MainStay 130/30 Core I MYCIX 145.0% 438 1.56%
MainStay Common Stock A MSOAX 139.0% 116 0.99%
MainStay Common Stock B MOPBX 139.0% 116 2.29%
MainStay Common Stock C MGOCX 139.0% 116 2.29%
MainStay Common Stock I MSOIX 139.0% 116 0.74%
MainStay Epoch US All Cap A MAAAX 42.0% 515 1.15%
MainStay Epoch US All Cap B MAWBX 42.0% 515 2.33%
MainStay Epoch US All Cap C MAWCX 42.0% 515 2.33%
MainStay Epoch US All Cap I MATIX 42.0% 515 0.90%
MainStay Epoch US Equity A EPLPX 54.0% 201 1.25%
MainStay Epoch US Equity I EPLCX 54.0% 201 1.00%
MainStay Growth Allocation A MGXAX 53.0% 205 1.60%
MainStay MAP A MAPAX 44.0% 1,800 1.14%
MainStay MAP B MAPBX 44.0% 1,800 2.09%
MainStay MAP C MMPCX 44.0% 1,800 2.09%
MainStay MAP I MUBFX 44.0% 1,800 0.89%
MainStay MAP R1 MAPRX 44.0% 1,800 0.99%
MainStay S&P 500 Index A MSXAX 4.0% 1,600 0.60%
Mairs & Power Growth Inv MPGFX 2.8% 2,200 0.72%
Manning & Napier Equity EXEYX 54.0% 1,700 1.05%
Manning & Napier Pro-Blend Max Term I MNHIX 65.0% 727 0.85%
Manning & Napier Pro-Blend Max Term S EXHAX 65.0% 727 1.10%
Manning & Napier Pro-Blend Max Term S EXHTZ 65.0% 727 1.10%
MFS Core Equity A MRGAX 66.0% 839 1.18%
MFS Core Equity A MRGSZ 66.0% 839 1.18%
MFS Core Equity B MRGBX 66.0% 839 1.93%
MFS Core Equity C MRGCX 66.0% 839 1.93%
MFS Core Equity I MRGRX 66.0% 839 0.93%
MFS Core Equity R3 MRGHX 66.0% 839 1.18%
MFS Core Equity R4 MRGJX 66.0% 839 0.93%
MFS Equity Opportunities A SRFAX 154.0% 147 1.32%
MFS Equity Opportunities B SRFBX 154.0% 147 2.07%
MFS Equity Opportunities C SRFCX 154.0% 147 2.07%
MFS Equity Opportunities Fund Class I SRFIX 154.0% 147 1.07%
MFS Massachusetts Investors Tr A MIT1Z 21.0% 3,200 0.78%
MFS Massachusetts Investors Tr A MITTX 21.0% 3,200 0.78%
MFS Massachusetts Investors Tr B MITBX 21.0% 3,200 1.53%
MFS Massachusetts Investors Tr C MITCX 21.0% 3,200 1.53%
MFS Massachusetts Investors Tr I MITIX 21.0% 3,200 0.53%
MFS Massachusetts Investors Tr R3 MITHX 21.0% 3,200 0.78%
MFS Massachusetts Investors Tr R4 MITDX 21.0% 3,200 0.53%
MFS Research A MFR1Z 69.0% 2,400 0.93%
MFS Research A MFRFX 69.0% 2,400 0.93%
MFS Research B MFRBX 69.0% 2,400 1.68%
MFS Research C MFRCX 69.0% 2,400 1.68%
MFS Research I MRFIX 69.0% 2,400 0.68%
MFS Research R3 MFRHX 69.0% 2,400 0.93%
MFS Research R4 MFRJX 69.0% 2,400 0.68%
Muhlenkamp MUHLX 42.5% 449 1.25%
Munder Index 500 A MUXAX 5.0% 229 0.76%
Munder Index 500 B MUXBX 5.0% 229 1.11%
Nationwide A NWFAX 24.3% 661 1.03%
Nationwide Inv Dest Agrsv Svc NDASX 9.7% 981 0.87%
Nationwide Inv Destinations Agrsv A NDAAX 9.7% 981 0.74%
Nationwide Inv Destinations Agrsv C NDACX 9.7% 981 1.47%
Nationwide S&P 500 Index A GRMAX 4.1% 2,400 0.62%
Natixis CGM Advisor Targeted Equity A NEFGX 236.0% 573 1.13%
Natixis CGM Advisor Targeted Equity B NEBGX 236.0% 573 1.88%
Natixis CGM Advisor Targeted Equity C NED1Z 236.0% 573 1.88%
Natixis CGM Advisor Targeted Equity Y NEGYX 236.0% 573 0.87%
Natixis Harris Associates Large Cp Val A NEFOX 36.0% 129 1.30%
Natixis Harris Associates Large Cp Val A NGITZ 36.0% 129 1.30%
Natixis Harris Associates Large Cp Val B NEGBX 36.0% 129 2.05%
Natixis Harris Associates Large Cp Val C NECOX 36.0% 129 2.05%
Natixis Harris Associates Large Cp Val Y NEOYX 36.0% 129 1.05%
Neuberger Berman Focus Adv NBFAX 113.0% 523 1.32%
Neuberger Berman Focus Fund Class A NFAAX 113.0% 523 1.11%
Neuberger Berman Focus Fund Institutional Class NFALX 113.0% 523 0.75%
Neuberger Berman Focus Inv NBSSX 113.0% 523 0.97%
Neuberger Berman Focus Tr NBFCX 113.0% 523 1.16%
Neuberger Berman Multi-Cap Opp A NMUAX 105.0% 237 1.36%
Neuberger Berman Multi-Cap Opp Inst NMULX 105.0% 237 1.00%
Northern Large Cap Equity NOGEX 63.7% 130 0.85%
Northern Stock Index NOSIX 2.7% 3,100 0.10%
Nuveen Equity Index A FAEIX 2.0% 721 0.61%
Nuveen Equity Index B FAEQX 2.0% 721 1.36%
Nuveen Equity Index C FCEIX 2.0% 721 1.36%
Nuveen Equity Index I FEIIX 2.0% 721 0.36%
Nuveen Santa Barbara Dividend Growth A NSBAX 15.0% 1,000 1.18%
Nuveen Santa Barbara Dividend Growth B NSQ1Z 15.0% 1,000 1.95%
Nuveen Santa Barbara Dividend Growth C NSBCX 15.0% 1,000 1.92%
Nuveen Santa Barbara Dividend Growth I NSBRX 15.0% 1,000 0.91%
Nuveen Tradewinds Value Opportunities A NVOAX 77.0% 1,300 1.20%
Nuveen Tradewinds Value Opportunities B NVOBX 77.0% 1,300 1.95%
Nuveen Tradewinds Value Opportunities C NVOCX 77.0% 1,300 1.95%
Nuveen Tradewinds Value Opportunities I NVORX 77.0% 1,300 0.95%
Nuveen Tradewinds Value Opportunities R3 NTVTX 77.0% 1,300 1.45%
Oakmark I OAKMX 18.0% 5,800 1.04%
Oakmark II OARMX 18.0% 5,800 1.45%
Oakmark Select I OAKLX 16.0% 2,900 1.07%
Oakmark Select II OARLX 16.0% 2,900 1.38%
Olstein All Cap Value Adv OFAFX 39.3% 520 1.55%
Olstein All Cap Value C OFALX 39.3% 520 2.30%
Oppenheimer Main Street A MSI1Z 35.0% 5,200 0.99%
Oppenheimer Main Street A MSI2Z 35.0% 5,200 0.99%
Oppenheimer Main Street A MSIGX 35.0% 5,200 0.99%
Oppenheimer Main Street B OMSBX 35.0% 5,200 1.89%
Oppenheimer Main Street C MIGCX 35.0% 5,200 1.73%
Oppenheimer Main Street N OMGNX 35.0% 5,200 1.23%
Oppenheimer Main Street Select A OMSOX 58.0% 1,400 1.22%
Oppenheimer Main Street Select B OMOBX 58.0% 1,400 2.05%
Oppenheimer Main Street Select C OMSCX 58.0% 1,400 1.95%
Oppenheimer Main Street Select N OMSNX 58.0% 1,400 1.50%
Oppenheimer Main Street Select Y OMSYX 58.0% 1,400 0.87%
Oppenheimer Main Street Y MIGYX 35.0% 5,200 0.57%
Oppenheimer Rising Dividends A OARDX 36.0% 3,800 1.09%
Oppenheimer Rising Dividends A QFV1Z 36.0% 3,800 1.09%
Oppenheimer Rising Dividends A QFV2Z 36.0% 3,800 1.09%
Oppenheimer Rising Dividends B OBRDX 36.0% 3,800 2.00%
Oppenheimer Rising Dividends C OCRDX 36.0% 3,800 1.85%
Oppenheimer Rising Dividends N ONRDX 36.0% 3,800 1.43%
Oppenheimer Rising Dividends Y OYRDX 36.0% 3,800 0.87%
Parnassus Equity Income - Inst PRILX 63.0% 4,300 0.70%
Parnassus Equity Income - Inv PRBLX 63.0% 4,300 0.94%
PIMCO Fundamental IndexPLUS TR A PIXTZ 1.0% 615 1.19%
PIMCO Fundamental IndexPLUS TR D PIXDX 1.0% 615 1.19%
PIMCO Fundamental IndexPLUS TR Inst PXTIX 1.0% 615 0.79%
PIMCO StocksPLUS Admin PSP2Z 404.0% 1,000 0.75%
PIMCO StocksPLUS B PSPBX 404.0% 1,000 1.65%
PIMCO StocksPLUS C PSPCX 404.0% 1,000 1.40%
PIMCO StocksPLUS D PSPDX 404.0% 1,000 0.90%
PIMCO StocksPLUS Instl PSTKX 404.0% 1,000 0.50%
PIMCO StocksPLUS Long Duration Instl PSLDX 276.0% 533 0.59%
PIMCO StocksPLUS Total Return A PTOTZ 601.0% 430 1.04%
PIMCO StocksPLUS Total Return B PTOBX 601.0% 430 1.79%
PIMCO StocksPLUS Total Return C PSOCX 601.0% 430 1.79%
PIMCO StocksPLUS Total Return D PSTDX 601.0% 430 1.04%
PIMCO StocksPLUS Total Return Instl PSPTX 601.0% 430 0.64%
Pioneer A PIODX 10.0% 5,800 1.09%
Pioneer A PIOSZ 10.0% 5,800 1.09%
Pioneer B PBODX 10.0% 5,800 2.24%
Pioneer Ibbotson Aggressive Allocation A PIAAX 11.0% 111 1.74%
Pioneer Ibbotson Aggressive Allocation C IALCX 11.0% 111 2.44%
Pioneer R PIORX 10.0% 5,800 1.38%
Pioneer Y PYODX 10.0% 5,800 0.72%
PL Port Optimization Aggressive B POEBX 12.5% 220 2.17%
PL Port Optimization Aggressive C POCEX 12.5% 220 2.17%
PL Portfolio Optimization Aggressive Fund Class A POEAX 12.5% 220 1.42%
PL Portfolio Optimization Aggressive Fund Class A POESZ 12.5% 220 1.42%
PNC S&P 500 Index A PIIAX 27.0% 111 0.62%
PNC S&P 500 Index I PSXIX 27.0% 111 0.37%
Praxis Core Stock A MMPAX 14.8% 126 1.61%
Principal Capital Appreciation A CMNWX 12.7% 1,700 0.94%
Principal Capital Appreciation B CMNBX 12.7% 1,700 1.88%
Principal Capital Appreciation C CMNCX 12.7% 1,700 1.82%
Principal Capital Appreciation Inst PWCIX 12.7% 1,700 0.52%
Principal Large Cap S&P 500 Index A PLSAX 4.3% 2,500 0.62%
Principal Large Cap S&P 500 Index C PLICX 4.3% 2,500 1.30%
Principal Large Cap S&P 500 Index R3 PLFMX 4.3% 2,500 0.73%
Principal Large Cap S&P 500 Index R5 PLFPX 4.3% 2,500 0.42%
Principal SAM Strategic Growth A SACAX 37.7% 1,400 1.48%
Principal SAM Strategic Growth R5 PSGFX 37.7% 1,400 1.33%
Prudential Jennison Equity Opp A PJIAX 66.0% 323 1.15%
Prudential Jennison Equity Opp B PJIBX 66.0% 323 1.85%
Prudential Jennison Equity Opp C PJGCX 66.0% 323 1.85%
Prudential Jennison Equity Opp Z PJGZX 66.0% 323 0.85%
Prudential Jennison Value A PBEAX 56.0% 767 1.04%
Prudential Jennison Value B PBQIX 56.0% 767 1.74%
Prudential Jennison Value C PEICX 56.0% 767 1.74%
Prudential Jennison Value L JVK1Z 56.0% 767 1.24%
Prudential Jennison Value Z PEIZX 56.0% 767 0.74%
Prudential Large Cap Core Equity A PTMAX 121.0% 120 1.20%
Prudential Large Cap Core Equity B PTMBX 121.0% 120 1.95%
Prudential Large Cap Core Equity C PTMCX 121.0% 120 1.95%
Prudential Large Cap Core Equity L DLQ1Z 121.0% 120 1.45%
Prudential Large Cap Core Equity X DLXBX 121.0% 120 1.95%
Prudential Large Cap Core Equity Z PTEZX 121.0% 120 0.95%
Prudential Stock Index A PSIAX 5.0% 679 0.55%
Prudential Stock Index B PBSIX 5.0% 679 1.73%
Prudential Stock Index C PSICX 5.0% 679 1.17%
Prudential Stock Index Z PSIFX 5.0% 679 0.25%
Putnam Investors A PINVX 65.0% 1,300 1.18%
Putnam Investors B PNVBX 65.0% 1,300 1.93%
Putnam Investors C PCINX 65.0% 1,300 1.93%
Putnam Investors M PNVMX 65.0% 1,300 1.68%
Putnam Investors Y PNVYX 65.0% 1,300 0.93%
Putnam Research A PNRAX 99.0% 204 1.23%
Putnam Research B PRFBX 99.0% 204 1.98%
Putnam Research C PRACX 99.0% 204 1.98%
Putnam Research M PRFMX 99.0% 204 1.73%
RS Large Cap Alpha A GPAFX 41.0% 648 0.92%
RS Large Cap Alpha K RCEKX 41.0% 648 1.33%
RS Large Cap Alpha Y RCEYX 41.0% 648 0.63%
Russell US Core Equity A RSQAX 90.0% 3,500 1.07%
Russell US Core Equity C REQSX 90.0% 3,500 1.82%
Russell US Core Equity E REAEX 90.0% 3,500 1.03%
Russell US Core Equity I REASX 90.0% 3,500 0.74%
Russell US Core Equity I REASZ 90.0% 3,500 0.74%
Russell US Core Equity S RLISX 90.0% 3,500 0.82%
Russell US Core Equity S RLISZ 90.0% 3,500 0.82%
Russell US Quantitative Equity A REQAX 142.0% 2,800 1.26%
Russell US Quantitative Equity C REQCX 142.0% 2,800 2.01%
Russell US Quantitative Equity E REQEX 142.0% 2,800 1.22%
Russell US Quantitative Equity I REDSX 142.0% 2,800 0.93%
Russell US Quantitative Equity I REDSZ 142.0% 2,800 0.93%
Russell US Quantitative Equity S REQTX 142.0% 2,800 1.01%
Russell US Quantitative Equity S REQTZ 142.0% 2,800 1.01%
Rydex S&P 500 A RYSOX 196.0% 131 1.54%
Rydex S&P 500 C RYSYX 196.0% 131 2.29%
Rydex S&P 500 H RYSPX 196.0% 131 1.54%
SA US Core Market SAMKX 9.0% 397 1.02%
Schroder North American Equity Adv SNAVX 72.0% 520 0.74%
Schroder North American Equity Inv SNAEX 72.0% 520 0.39%
Schwab 1000 Index SNXFX 5.0% 4,600 0.29%
Schwab Core Equity Inv SWANX 35.0% 1,600 0.73%
Schwab MarketTrack All Equity Investor SWEGX 12.0% 450 0.65%
Schwab S&P 500 Index SWPPX 3.0% 11,700 0.09%
Schwab Total Stock Market Index SWTSX 1.0% 1,900 0.09%
Selected American Shares D SLADX 11.0% 5,700 0.61%
Selected American Shares S SLASX 11.0% 5,700 0.94%
Sentinel Common Stock A SENCX 9.0% 1,600 1.12%
Sentinel Common Stock I SICWX 9.0% 1,600 0.78%
Sentinel Sustainable Core Opp A MYPVX 7.0% 181 1.34%
Sentinel Sustainable Core Opp I CVALX 7.0% 181 1.00%
Sequoia SEQUX 3.0% 5,300 1.03%
Sit Dividend Growth I SDVGX 14.7% 653 1.17%
Sit Dividend Growth S SDVSX 14.7% 653 1.42%
SSgA S&P 500 Index Instl SVSPX 2.0% 1,100 0.18%
Sterling Capital Select Equity I BBISX 66.3% 202 0.83%
Steward Large Cap Enhanced Index Inst SEECX 22.0% 157 0.55%
SunAmerica Strategic Value B SFDBX 106.0% 161 2.37%
T. Rowe Price Capital Opportunity PRCOX 36.6% 358 0.77%
T. Rowe Price Capital Opportunity Adv PACOX 36.6% 358 1.10%
T. Rowe Price Capital Opportunity R RRCOX 36.6% 358 1.35%
T. Rowe Price Dividend Growth PRDGX 10.4% 2,400 0.68%
T. Rowe Price Dividend Growth Adv TADGX 10.4% 2,400 0.94%
T. Rowe Price Equity Index 500 PREIX 5.5% 13,900 0.30%
T. Rowe Price Spectrum Growth PRSGX 13.0% 3,000 0.80%
T. Rowe Price Total Equity Market Idx POMIX 6.2% 593 0.41%
Target Growth Allocation A PHGAX 73.0% 158 1.51%
Target Growth Allocation B PIHGX 73.0% 158 2.26%
Target Growth Allocation R SPHTZ 73.0% 158 1.76%
Target Growth Allocation Z PDHZX 73.0% 158 1.26%
Thompson Plumb Growth THPGX 40.0% 109 1.31%
Thornburg Value A TVA1Z 64.1% 3,100 1.28%
Thornburg Value A TVAFX 64.1% 3,100 1.28%
Thornburg Value I TVIFX 64.1% 3,100 0.91%
Thornburg Value R3 TVRFX 64.1% 3,100 1.35%
Thornburg Value R4 TVIRX 64.1% 3,100 1.25%
Thornburg Value R5 TVRRX 64.1% 3,100 0.99%
TIAA-CREF Equity Index Instl TIEIX 11.0% 3,600 0.07%
TIAA-CREF Equity Index Premier TCEPX 11.0% 3,600 0.22%
TIAA-CREF Equity Index R TIQRX 11.0% 3,600 0.32%
TIAA-CREF Equity Index Retail TINRX 11.0% 3,600 0.40%
TIAA-CREF Growth & Income Instl TIGRX 116.0% 2,600 0.47%
TIAA-CREF Growth & Income Premier TRPGX 116.0% 2,600 0.62%
TIAA-CREF Growth & Income Retail TIIRX 116.0% 2,600 0.83%
TIAA-CREF Growth & Income Retire TRGIX 116.0% 2,600 0.72%
TIAA-CREF S&P 500 Index Instl TISPX 14.0% 1,400 0.07%
TIAA-CREF S&P 500 Index Retire TRSPX 14.0% 1,400 0.32%
TIAA-CREF Social Choice Eq Instl TISCX 19.0% 1,200 0.19%
TIAA-CREF Social Choice Eq Premier TRPSX 19.0% 1,200 0.34%
TIAA-CREF Social Choice Eq Retail TICRX 19.0% 1,200 0.50%
TIAA-CREF Social Choice Eq Retire TRSCX 19.0% 1,200 0.44%
Tocqueville TOCQX 28.0% 366 1.25%
Torray TORYX 12.9% 334 1.17%
Touchstone Focused Instl TFFIX 99.0% 526 0.81%
Touchstone Focused Y TFFYX 99.0% 526 0.96%
Transamerica Asset Allc Growth A IAAAX 30.0% 1,300 1.55%
Transamerica Asset Allc Growth I TAGIX 30.0% 1,300 1.20%
UBS US Large Cap Equity A BNEQX 60.0% 198 1.20%
UBS US Large Cap Equity Y BPEQX 60.0% 198 0.95%
Vanguard 500 Index Investor VFINX 4.0% 107,600 0.17%
Vanguard 500 Index Signal VIFSX 4.0% 107,600 0.05%
Vanguard Capital Value Inv VCVLX 149.0% 647 0.58%
Vanguard Dividend Appreciation Idx Inv VDAIX 14.0% 13,200 0.25%
Vanguard Dividend Growth Inv VDIGX 13.0% 9,900 0.31%
Vanguard Growth & Income Adm VGIAX 120.0% 4,000 0.23%
Vanguard Growth & Income Inv VQNPX 120.0% 4,000 0.34%
Vanguard Institutional Index Instl VINIX 5.0% 104,800 0.04%
Vanguard Institutional Index Instl Pl VIIIX 5.0% 104,800 0.02%
Vanguard Instl Ttl Stk Mkt Idx Instl VITNX 12.0% 19,400 0.05%
Vanguard Large Cap Index Instl VLISX 7.0% 5,500 0.08%
Vanguard Large Cap Index Inv VLACX 7.0% 5,500 0.24%
Vanguard Large Cap Index Signal VLCSX 7.0% 5,500 0.10%
Vanguard Russell 1000 Index Instl VRNIX 20.0% 355 0.08%
Vanguard Russell 3000 Index Instl VRTTX 32.0% 130 0.09%
Vanguard Tax-Managed Capital App Adm VTCLX 2.0% 3,800 0.12%
Vanguard Tax-Managed Growth & Inc Adm VTGLX 6.0% 2,400 0.12%
Vanguard Total Stock Market Idx Instl VITSX 5.0% 181,800 0.05%
Vanguard Total Stock Mkt Idx Inv VTSMX 5.0% 181,800 0.18%
Vanguard Total Stock Mkt Idx Signal VTSSX 5.0% 181,800 0.06%
Victory Diversified Stock A SRVCZ 80.0% 2,000 1.11%
Victory Diversified Stock A SRVEX 80.0% 2,000 1.11%
Victory Diversified Stock A SRVTZ 80.0% 2,000 1.11%
Victory Diversified Stock C VDSCX 80.0% 2,000 1.94%
Victory Diversified Stock I VDSIX 80.0% 2,000 0.81%
Victory Diversified Stock R GRINX 80.0% 2,000 1.38%
Victory Inst Diversified Stock VIDSX 87.0% 593 0.61%
Virtus AlphaSector Rotation A PWBAX 134.0% 446 1.11%
Virtus AlphaSector Rotation C PWBCX 134.0% 446 1.84%
Virtus AlphaSector Rotation Fund Class I VARIX 134.0% 446 0.86%
Virtus Growth & Income A PDASZ 51.0% 104 1.25%
Virtus Growth & Income A PDIAX 51.0% 104 1.25%
Virtus Growth & Income C PGICX 51.0% 104 2.00%
Virtus Growth & Income I PXIIX 51.0% 104 1.00%
Virtus Premium AlphaSector Fund Class A VAPAX 247.0% 3,100 1.70%
Virtus Premium AlphaSector Fund Class I VAPIX 247.0% 3,100 1.45%
Weitz Value WVALX 31.0% 918 1.21%
Wells Fargo Advantage C&B Lg Cap Val A CBEAX 17.0% 272 1.15%
Wells Fargo Advantage C&B Lg Cap Val A CBESZ 17.0% 272 1.15%
Wells Fargo Advantage C&B Lg Cap Val Adm CBLLX 17.0% 272 0.95%
Wells Fargo Advantage C&B Lg Cap Val B CBEBX 17.0% 272 1.90%
Wells Fargo Advantage C&B Lg Cap Val C CBECX 17.0% 272 1.90%
Wells Fargo Advantage C&B Lg Cp Val Inv CBEQX 17.0% 272 1.20%
Wells Fargo Advantage Diversified Eq A NVDAX 48.0% 375 1.25%
Wells Fargo Advantage Diversified Eq B NVDBX 48.0% 375 2.00%
Wells Fargo Advantage Index A WFILX 3.0% 2,200 0.56%
Wells Fargo Advantage Index A WIF3Z 3.0% 2,200 0.56%
Wells Fargo Advantage Index B WFIMX 3.0% 2,200 1.31%
Wells Fargo Advantage Index Fund Investor Class WFIRX 3.0% 2,200 0.45%
Wells Fargo Advantage Intrinsic Value A EIVAX 25.0% 348 1.17%
Wells Fargo Advantage Intrinsic Value Fund Administrator Class EIVDX 25.0% 348 0.95%
Wells Fargo Advantage Intrinsic Value I EIVIX 25.0% 348 0.81%
Wells Fargo Advantage Large Cap Core Fund Investor Class WFLNX 43.0% 164 1.21%
Wells Fargo Advantage Lg Cp Core A EGOAX 43.0% 164 1.14%
Westwood LargeCap Value A WWLAX 42.0% 157 1.25%
Westwood LargeCap Value Institutional WHGLX 42.0% 157 1.00%
Wilshire 5000 Index Instl WINDX 9.0% 154 0.53%
Wilshire 5000 Index Invmt WFIVX 9.0% 154 0.74%
Wilshire Large Cap Core Plus Instl WLTTX 134.0% 166 1.31%
Wilshire Large Cap Core Plus Invmt WLCTX 134.0% 166 1.56%
Yacktman YACKX 2.8% 7,400 0.80%
Yacktman YACTZ 2.8% 7,400 0.80%
Yacktman Focused YAFFX 2.1% 6,000 1.25%



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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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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.