MFS Core Equity R3 (MRGHX)
Expense Ratio: 1.18%
Expected Lifetime Fees: $34,489.08
The MFS Core Equity R3 fund (MRGHX) is a Large Blend fund started on 4/1/2005 and has $839.30 million in assets under management. The current manager has been running MFS Core Equity R3 since 5/25/2008. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.25%
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 MFS Core Equity R3 because computers automatically manage the stocks.
|Mutual Fund Name||Ticker Symbol||Turnover||Assets (M)||Annual Fees|
|AllianceBern Tx-Mgd Wlth Appr Strat Adv||ATWYX||73.0%||586||0.77%|
|AllianceBern Wealth Apprec Strat A||AWAAX||4.0%||1,400||1.12%|
|AllianceBern Wealth Apprec Strat Ad||AWAYX||4.0%||1,400||0.82%|
|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 Instl||AMEIX||74.0%||2,000||0.49%|
|American Century Equity Growth Inv||BEQGX||74.0%||2,000||0.69%|
|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 Inst||AFEIX||18.0%||174||0.81%|
|American Century Fundamental Equity Inv||AFDIX||18.0%||174||1.01%|
|American Funds Fundamental Investors A||ANCFX||28.0%||47,800||0.63%|
|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 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 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 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 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%|
|Ave Maria Rising Dividend||AVEDX||22.0%||266||1.03%|
|BBH Core Select N||BBTEX||17.0%||2,000||1.00%|
|BlackRock Index Equity Instl||PNIEX||6.0%||521||0.18%|
|BlackRock Index Equity Inv A||CIEAX||6.0%||521||0.42%|
|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%|
|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%|
|Cohen & Steers Dividend Value A||DVFAX||33.0%||125||1.15%|
|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 Fund Class R4||CCRFX||78.0%||1,900||1.08%|
|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 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 R4||RQEYX||57.0%||3,300||0.90%|
|Columbia Large Core Quantitative R5||RSIPX||57.0%||3,300||0.65%|
|Columbia LifeGoal Growth Z||NGPAX||86.0%||718||1.17%|
|Davis NY Venture A||NYVTX||8.0%||22,200||0.89%|
|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%|
|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 Basic S&P 500 Stock Index||DSPIX||2.1%||1,200||0.20%|
|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 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 I||DRGVX||88.4%||1,000||0.73%|
|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 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 S||SCPIX||3.0%||703||0.39%|
|Eaton Vance Dividend Builder A||EVTMX||87.0%||1,100||1.09%|
|Eaton Vance Dividend Builder I||EIUTX||87.0%||1,100||0.84%|
|Eaton Vance Tx-Mgd Growth 1.1 A||ETTGX||2.0%||1,100||0.86%|
|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 I||EITGX||2.0%||445||0.79%|
|Evergreen Equity Index Instl||WFIOX||3.0%||2,200||0.25%|
|Federated Capital Appreciation Instl||CPAIX||175.0%||883||0.99%|
|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 I||FDTIX||76.0%||1,700||0.74%|
|Fidelity Advisor Dividend Growth I||FDGIX||68.0%||811||1.07%|
|Fidelity Advisor Growth & Income A||FGIRX||123.0%||1,400||1.06%|
|Fidelity Advisor Growth & Income I||FGIOX||123.0%||1,400||0.72%|
|Fidelity Advisor Large Cap I||FALIX||83.0%||1,200||0.95%|
|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 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%|
|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%|
|Gabelli Asset I||GABIX||8.0%||2,800||1.12%|
|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 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 I||GCTIX||99.0%||307||0.69%|
|Goldman Sachs Structured US Equity A||GSSQX||46.0%||319||0.95%|
|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 I||GSPKX||90.0%||1,000||0.85%|
|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 HLS IA||HIACX||113.0%||8,700||0.67%|
|Hartford Capital Appreciation I||ITHIX||75.0%||11,800||0.87%|
|Hartford Capital Appreciation II I||HCTIX||140.0%||860||1.00%|
|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 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 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 I||AEGIX||75.0%||365||0.75%|
|ING Index Plus LargeCap A||AELAX||130.0%||276||0.95%|
|ING Index Plus LargeCap I||AELIX||130.0%||276||0.70%|
|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 I||JRMCX||93.0%||330||0.73%|
|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 I||JCONX||130.0%||2,500||0.64%|
|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 I||SOIIX||52.0%||554||0.79%|
|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 Select||HLEIX||7.0%||1,700||0.20%|
|JPMorgan US Large Cap Core Plus R5||JCPRX||102.0%||6,400||0.96%|
|Legg Mason Batterymarch S&P 500 Index A||SBS1Z||5.0%||230||0.59%|
|Legg Mason Cap Mgmt All Cap I||LACIX||23.0%||419||1.00%|
|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 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 I||SFVYX||15.0%||1,600||0.89%|
|Lord Abbett Classic Stock A||LRLCZ||27.0%||799||0.98%|
|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 Common Stock A||MSOAX||139.0%||116||0.99%|
|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 I||MATIX||42.0%||515||0.90%|
|MainStay Epoch US Equity I||EPLCX||54.0%||201||1.00%|
|MainStay MAP A||MAPAX||44.0%||1,800||1.14%|
|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 I||MRGRX||66.0%||839||0.93%|
|MFS Core Equity R4||MRGJX||66.0%||839||0.93%|
|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 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 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%|
|Munder Index 500 A||MUXAX||5.0%||229||0.76%|
|Munder Index 500 B||MUXBX||5.0%||229||1.11%|
|Nationwide Inv Dest Agrsv Svc||NDASX||9.7%||981||0.87%|
|Nationwide Inv Destinations Agrsv A||NDAAX||9.7%||981||0.74%|
|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 Y||NEGYX||236.0%||573||0.87%|
|Natixis Harris Associates Large Cp Val Y||NEOYX||36.0%||129||1.05%|
|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 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 I||FEIIX||2.0%||721||0.36%|
|Nuveen Santa Barbara Dividend Growth I||NSBRX||15.0%||1,000||0.91%|
|Nuveen Tradewinds Value Opportunities I||NVORX||77.0%||1,300||0.95%|
|Oakmark Select I||OAKLX||16.0%||2,900||1.07%|
|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 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 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 Inst||PXTIX||1.0%||615||0.79%|
|PIMCO StocksPLUS Admin||PSP2Z||404.0%||1,000||0.75%|
|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 D||PSTDX||601.0%||430||1.04%|
|PIMCO StocksPLUS Total Return Instl||PSPTX||601.0%||430||0.64%|
|PNC S&P 500 Index A||PIIAX||27.0%||111||0.62%|
|PNC S&P 500 Index I||PSXIX||27.0%||111||0.37%|
|Principal Capital Appreciation A||CMNWX||12.7%||1,700||0.94%|
|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 R3||PLFMX||4.3%||2,500||0.73%|
|Principal Large Cap S&P 500 Index R5||PLFPX||4.3%||2,500||0.42%|
|Prudential Jennison Equity Opp A||PJIAX||66.0%||323||1.15%|
|Prudential Jennison Equity Opp Z||PJGZX||66.0%||323||0.85%|
|Prudential Jennison Value A||PBEAX||56.0%||767||1.04%|
|Prudential Jennison Value Z||PEIZX||56.0%||767||0.74%|
|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 C||PSICX||5.0%||679||1.17%|
|Prudential Stock Index Z||PSIFX||5.0%||679||0.25%|
|Putnam Investors Y||PNVYX||65.0%||1,300||0.93%|
|RS Large Cap Alpha A||GPAFX||41.0%||648||0.92%|
|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 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 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%|
|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 I||CVALX||7.0%||181||1.00%|
|Sit Dividend Growth I||SDVGX||14.7%||653||1.17%|
|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%|
|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 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%|
|Thornburg Value I||TVIFX||64.1%||3,100||0.91%|
|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%|
|Touchstone Focused Instl||TFFIX||99.0%||526||0.81%|
|Touchstone Focused Y||TFFYX||99.0%||526||0.96%|
|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 I||VDSIX||80.0%||2,000||0.81%|
|Victory Inst Diversified Stock||VIDSX||87.0%||593||0.61%|
|Virtus AlphaSector Rotation A||PWBAX||134.0%||446||1.11%|
|Virtus AlphaSector Rotation Fund Class I||VARIX||134.0%||446||0.86%|
|Virtus Growth & Income I||PXIIX||51.0%||104||1.00%|
|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 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 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 Lg Cp Core A||EGOAX||43.0%||164||1.14%|
|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%|
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.
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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.
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You agree that, except as otherwise expressly provided in this TOS, there shall be no third-party beneficiaries to this agreement.
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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:
MarketRiders's contact info for claims of copyright or other intellectual property infringement is as follows:
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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 California 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 San Mateo, California.
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.
The section titles in the TOS are for convenience only and have no legal or contractual effect.
Please be advised that the answers provided by any member of the MarketRiders community represents his or own opinions, and that MarketRiders will not assess, verify or guarantee the suitability or profitability of any particular investment. You should not rely solely upon information provided on this page for purposes of transacting securities or other investments. You bear responsibility for your own investment research and decisions.
Please report any violations of the TOS to us via the contact form.
Effective Date: March 30, 2015
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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.
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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.
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If you no longer wish to receive our newsletter and promotional communications, you may opt-out of receiving them by following the instructions included in each newsletter or communication, by logging into your my account section of the site under email and newsletter preferences, sending a letter to us at 530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301, or by emailing us at . We offer an opportunity to opt-out of certain communications within the My Account section of the site or you may contact us at 866-990-ETFS to opt-out.
You will be notified when your personally identifiable information is collected by any third party who is not our agent/service provider, so you can make an informed choice as to whether or not to share your information with that party.
The security of your personal information is important to us. When you enter sensitive information (such as credit card number and/or social security number, national ID, personal health information) on our registration or order forms, we encrypt that information using secure socket layer technology (SSL). To learn more about SSL, follow this link.
We follow generally accepted industry standards to protect the personally identifiable information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
If you click on a link to a third party site, you will leave the www.marketriders.com site you are visiting and go to the site you selected. Because we cannot control the activities of third parties, we cannot accept responsibility for any use of your personally identifiable information by such third parties, and we cannot guarantee that they will adhere to the same privacy practices as www.marketriders.com. We encourage you to review the privacy statements of any other service provider from whom you request services. If you visit a third party website that is linked to a www.marketriders.com site, you should read that site's privacy statement before providing any personally identifiable information.
If your personally identifiable information changes, or if you no longer desire our service, you may correct, delete inaccuracies, or update it by emailing our Customer Support at or by contacting us by telephone or postal mail at the contact information listed on our website.
We will retain your information for as long as your account is active or as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.
We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page prior to the change becoming effective.
530 Lytton Avenue
Palo Alto, CA 94301
Toll free: 1-866-990-3837