OSVNX - Oppenheimer Select Value N

Don't let mutual funds siphon away your returns.
Get our FREE Report: "Index Funds and ETFs – A Smarter Way To Invest"
Your Mutual Fund

Oppenheimer Select Value N (OSVNX)
Expense Ratio: 1.58%
Expected Lifetime Fees: $44,316.40


The Oppenheimer Select Value N fund (OSVNX) is a Large Value fund started on 2/27/2004 and has $219.70 million in assets under management. The current manager has been running Oppenheimer Select Value N since 3/21/2004. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.50%

MarketRiders Prefers The Following ETF

Vanguard Value ETF (VTV)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Value ETF (VTV) is an Exchange Traded Fund. It is a "basket" of securities that index the Large Value investment strategy and is an alternative to a Large Value mutual fund. Fees are very low compared to a comparable mutual fund like Oppenheimer Select Value N because computers automatically manage the stocks.




The Following Large Value Funds Have Lower Fees Than Oppenheimer Select Value N (OSVNX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
AllianceBern Equity Income A AUISZ 57.0% 457 1.23%
AllianceBern Equity Income Adv AUIYX 57.0% 457 0.91%
AllianceBern Growth & Income A CAB4Z 72.0% 1,300 1.35%
AllianceBern Growth & Income A CABDX 72.0% 1,300 1.35%
AllianceBern Growth & Income Adv CBBYX 72.0% 1,300 0.87%
AllianceBern Value A ABVAX 64.0% 360 1.09%
AllianceBern Value Adv ABVYX 64.0% 360 0.79%
AllianceBern Value I ABVIX 64.0% 360 0.69%
AllianceBern Value K ABVKX 64.0% 360 1.12%
Allianz NFJ Dividend Value A PNEAX 38.0% 7,600 1.06%
Allianz NFJ Dividend Value Admin ANDAX 38.0% 7,600 0.96%
Allianz NFJ Dividend Value D PEIDX 38.0% 7,600 1.06%
Allianz NFJ Dividend Value Instl NFJEX 38.0% 7,600 0.71%
Allianz NFJ Dividend Value R PNERX 38.0% 7,600 1.31%
Allianz NFJ Large Cap Value A PNBAX 19.0% 772 1.11%
Allianz NFJ Large Cap Value A PNBTZ 19.0% 772 1.11%
Allianz NFJ Large Cap Value Adm ALNFX 19.0% 772 1.01%
Allianz NFJ Large Cap Value D PNBDX 19.0% 772 1.11%
Allianz NFJ Large Cap Value Instl ANVIX 19.0% 772 0.76%
Allianz NFJ Large Cap Value R ANLRX 19.0% 772 1.36%
American Beacon Large Cap Value Fund Class Y ABLYX 90.0% 7,800 0.70%
American Beacon Lg Cap Value Adv AVASX 90.0% 7,800 1.09%
American Beacon Lg Cap Value AMR AAGAX 90.0% 7,800 0.34%
American Beacon Lg Cap Value Inst AADEX 90.0% 7,800 0.59%
American Beacon Lg Cap Value Inv AAGPX 90.0% 7,800 0.96%
American Century Capital Val A ACCVX 37.0% 116 1.35%
American Century Capital Val Instl ACPIX 37.0% 116 0.90%
American Century Capital Val Inv ACTIX 37.0% 116 1.10%
American Century Equity Income A TWEAX 115.0% 9,300 1.21%
American Century Equity Income Instl ACIIX 115.0% 9,300 0.76%
American Century Equity Income Inv TWEIX 115.0% 9,300 0.96%
American Century Equity Income R AEURX 115.0% 9,300 1.46%
American Century Income & Growth A AMADX 42.0% 1,500 0.94%
American Century Income & Growth Inst AMGIX 42.0% 1,500 0.49%
American Century Income & Growth Inv BIGRX 42.0% 1,500 0.69%
American Century Income & Growth R AICRX 42.0% 1,500 1.19%
American Century Large Co Val A ALPAX 56.0% 539 1.12%
American Century Large Co Val Instl ALVSX 56.0% 539 0.67%
American Century Large Co Val Inv ALVIX 56.0% 539 0.87%
American Century Large Co Val R ALVRX 56.0% 539 1.37%
American Century Value A TWADX 62.0% 2,100 1.26%
American Century Value Instl AVLIX 62.0% 2,100 0.81%
American Century Value Inv TWVLX 62.0% 2,100 1.01%
American Century Value R AVURX 62.0% 2,100 1.51%
American Funds American Mutual A AMRMX 23.0% 20,800 0.62%
American Funds American Mutual B AMFBX 23.0% 20,800 1.39%
American Funds American Mutual C AMFCX 23.0% 20,800 1.43%
American Funds American Mutual F-1 AMFFX 23.0% 20,800 0.66%
American Funds American Mutual F-2 AMRFX 23.0% 20,800 0.42%
American Funds American Mutual R1 RMFAX 23.0% 20,800 1.43%
American Funds American Mutual R2 RMFBX 23.0% 20,800 1.45%
American Funds American Mutual R3 RMFCX 23.0% 20,800 0.97%
American Funds American Mutual R4 RMFEX 23.0% 20,800 0.67%
American Funds American Mutual R5 RMFFX 23.0% 20,800 0.37%
American Funds American Mutual R6 RMFGX 23.0% 20,800 0.32%
American Funds Washington Mutual A AWSHX 25.0% 51,900 0.63%
American Funds Washington Mutual B WSHBX 25.0% 51,900 1.39%
American Funds Washington Mutual C WSHCX 25.0% 51,900 1.44%
American Funds Washington Mutual F-1 WSHFX 25.0% 51,900 0.66%
American Funds Washington Mutual F-2 WMFFX 25.0% 51,900 0.41%
American Funds Washington Mutual R1 RWMAX 25.0% 51,900 1.41%
American Funds Washington Mutual R2 RWMBX 25.0% 51,900 1.41%
American Funds Washington Mutual R3 RWMCX 25.0% 51,900 0.97%
American Funds Washington Mutual R4 RWMEX 25.0% 51,900 0.66%
American Funds Washington Mutual R5 RWMFX 25.0% 51,900 0.36%
American Funds Washington Mutual R6 RWMGX 25.0% 51,900 0.31%
Artisan Value Fund Investor Shares ARTLX 78.4% 711 1.10%
ASTON/River Road Dividend All Cap Val I ARIDX 24.7% 828 0.90%
ASTON/River Road Dividend All Cap Val N ARDEX 24.7% 828 1.15%
Auxier Focus Inv AUXFX 20.0% 236 1.25%
Becker Value Equity BVEFX 34.3% 127 0.94%
BlackRock Basic Value Instl MABAX 64.0% 3,800 0.55%
BlackRock Basic Value Inv A MDBAX 64.0% 3,800 0.84%
BlackRock Basic Value R MRBVX 64.0% 3,800 1.22%
BlackRock Equity Dividend Instl MADVX 5.0% 20,700 0.76%
BlackRock Equity Dividend Inv A MDDVX 5.0% 20,700 1.04%
BlackRock Equity Dividend R MRDVX 5.0% 20,700 1.37%
BlackRock Equity Dividend S MSDVX 5.0% 20,700 1.02%
BlackRock Large Cap Core Instl MALRX 129.0% 1,600 1.05%
BlackRock Large Cap Core Inv A MDLRX 129.0% 1,600 1.14%
BlackRock Large Cap Core R MRLRX 129.0% 1,600 1.51%
BlackRock Large Cap Value Instl MALVX 156.0% 1,100 0.98%
BlackRock Large Cap Value Inv A MDLVX 156.0% 1,100 1.19%
BlackRock Large Cap Value R MRLVX 156.0% 1,100 1.51%
BlackRock Large Cap Value S MSLVX 156.0% 1,100 1.12%
BNY Mellon Income Stock Inv MIISX 72.3% 457 1.12%
BNY Mellon Income Stock M MPISX 72.3% 457 0.86%
Cambiar Aggressive Value Investor CAMAX 128.0% 187 1.35%
Columbia Diversified Equity Income A INDZX 36.0% 3,000 1.08%
Columbia Diversified Equity Income R RDEIX 36.0% 3,000 1.33%
Columbia Diversified Equity Income R3 RDERX 36.0% 3,000 1.17%
Columbia Diversified Equity Income R4 IDQSZ 36.0% 3,000 0.92%
Columbia Diversified Equity Income R5 RSEDX 36.0% 3,000 0.67%
Columbia Dividend Income R CDIRX 20.0% 5,800 1.25%
Columbia Dividend Income T GEQAX 20.0% 5,800 1.05%
Columbia Dividend Income Z GSFTX 20.0% 5,800 0.75%
Columbia Dividend Opportunity A INUTX 105.0% 3,900 1.11%
Columbia Dividend Opportunity R RSOOX 105.0% 3,900 1.36%
Columbia Dividend Opportunity R4 RSORX 105.0% 3,900 0.96%
Columbia Dividend Opportunity R5 RSDFX 105.0% 3,900 0.71%
Columbia Dividend Opportunity Z CDOZX 105.0% 3,900 0.86%
Columbia Equity Value A IEVAX 21.0% 570 1.18%
Columbia Equity Value R REVRX 21.0% 570 1.43%
Columbia Equity Value R3 RSEVX 21.0% 570 1.30%
Columbia Equity Value R4 AEVYX 21.0% 570 1.05%
Columbia Equity Value R5 RSEYX 21.0% 570 0.80%
Columbia Large Cap Value A NVLEX 74.0% 723 1.11%
Columbia Large Cap Value Z NVLSZ 74.0% 723 0.86%
Columbia Large Cap Value Z NVLUX 74.0% 723 0.86%
Columbia Large Cap Value Z NVV1Z 74.0% 723 0.86%
Columbia Large Value Quantitative A RLCAX 90.0% 239 1.12%
Columbia Large Value Quantitative Fund Class T CVQTX 90.0% 239 1.17%
Columbia Large Value Quantitative R RLCOX 90.0% 239 1.37%
Columbia Large Value Quantitative R4 RLCYX 90.0% 239 1.05%
Columbia Large Value Quantitative Z CVQZX 90.0% 239 0.87%
Columbia Select Large Cap Value A SLVAX 14.0% 469 1.25%
Columbia Select Large Cap Value Fund Class R4 SLVTX 14.0% 469 1.12%
Columbia Value & Restructuring A EVRAX 9.0% 3,000 1.19%
Columbia Value & Restructuring R URBIX 9.0% 3,000 1.44%
Columbia Value & Restructuring Z UMBIX 9.0% 3,000 0.94%
Delaware Value A DDVAX 24.0% 1,400 1.10%
Delaware Value Inst DDVIX 24.0% 1,400 0.85%
DFA Tax-Managed US Marketwide Value DTMMX 20.0% 2,100 0.38%
DFA Tax-Managed US Marketwide Value II DFMVX 20.0% 849 0.23%
DFA US Large Cap Value I DFLVX 14.0% 7,400 0.28%
DFA US Large Cap Value III DFUVX 14.0% 1,900 0.14%
Diamond Hill Large Cap A DHLAX 16.0% 1,400 1.06%
Diamond Hill Large Cap I DHLRX 16.0% 1,400 0.81%
Dodge & Cox Stock DODGX 16.0% 36,800 0.52%
DWS Equity Dividend A KDH1Z 140.0% 1,200 1.22%
DWS Equity Dividend A KDHAX 140.0% 1,200 1.22%
DWS Equity Dividend Instl KDHIX 140.0% 1,200 0.85%
DWS Equity Dividend S KDHSX 140.0% 1,200 0.99%
DWS Large Cap Value A KDC1Z 34.0% 1,400 1.02%
DWS Large Cap Value A KDCAX 34.0% 1,400 1.02%
DWS Large Cap Value Inst KDCIX 34.0% 1,400 0.68%
DWS Large Cap Value S KDCSX 34.0% 1,400 0.68%
DWS Large Cap Value S SLC1Z 34.0% 1,400 0.68%
Eagle Growth & Income A HRSSZ 123.0% 312 1.28%
Eagle Growth & Income I HIGJX 123.0% 312 0.95%
Eagle Growth & Income R5 HIGSX 123.0% 312 1.02%
Eaton Vance Large-Cap Value A EHSTX 41.0% 8,500 0.98%
Eaton Vance Large-Cap Value I EILVX 41.0% 8,500 0.73%
Eaton Vance Large-Cap Value R ERSTX 41.0% 8,500 1.23%
Eaton Vance Tx-Mgd Value A EATVX 40.0% 1,000 1.17%
Eaton Vance Tx-Mgd Value I EITVX 40.0% 1,000 0.92%
Fairholme FAIRX 44.0% 7,000 1.02%
Federated Clover Value A VFCAX 98.0% 834 1.20%
Federated Clover Value Fund Institutional Shares VFCIX 98.0% 834 0.95%
Federated Equity-Income A LEIFX 123.0% 436 1.14%
Federated Equity-Income F LFEIX 123.0% 436 1.40%
Federated MDT Stock Svc FSTKX 169.0% 194 0.99%
Federated MDT Stock Svc FSTTZ 169.0% 194 0.99%
Federated Strategic Value Dividend A SVAAX 17.0% 6,000 1.06%
Federated Strategic Value Dividend Instl SVAIX 17.0% 6,000 0.81%
Fidelity Advisor Equity Income A FEI1Z 89.0% 2,000 1.03%
Fidelity Advisor Equity Income A FEIAX 89.0% 2,000 1.03%
Fidelity Advisor Equity Income I EQPIX 89.0% 2,000 0.74%
Fidelity Advisor Equity Income T FEIRX 89.0% 2,000 1.22%
Fidelity Advisor Equity Income T FEITZ 89.0% 2,000 1.22%
Fidelity Advisor Stock Selec Lg Cp Val A FLUAX 128.0% 468 0.87%
Fidelity Advisor Stock Selec Lg Cp Val I FLUIX 128.0% 468 0.60%
Fidelity Advisor Strategic Div & Inc A FASDX 56.0% 2,400 1.14%
Fidelity Advisor Strategic Div & Inc I FSIDX 56.0% 2,400 0.83%
Fidelity Blue Chip Value FBCVX 141.0% 236 0.75%
Fidelity Equity Dividend Income FEQTX 82.0% 4,500 0.68%
Fidelity Equity-Income FEQIX 80.0% 8,300 0.68%
Fidelity Stock Selec Lg Cp Val FSLVX 128.0% 468 0.57%
Fidelity Strategic Dividend & Income FSDIX 56.0% 2,400 0.84%
Fifth Third Disciplined Lg Cp Val Instl FEINX 72.0% 163 0.75%
Franklin Equity Income A FISEX 19.5% 1,300 0.97%
Franklin Equity Income A FQT1Z 19.5% 1,300 0.97%
Franklin Equity Income R FREIX 19.5% 1,300 1.22%
Franklin Large Cap Value A FLV1Z 18.0% 126 1.40%
Franklin Large Cap Value A FLVAX 18.0% 126 1.40%
Franklin Large Cap Value Adv FTLTZ 18.0% 126 1.10%
Frost Dividend Value Equity A FADVX 82.0% 291 1.08%
Frost Dividend Value Equity Inst FIDVX 82.0% 291 0.83%
Glenmede Large Cap Value GTMEX 164.0% 105 0.92%
Goldman Sachs Growth and Inc A GSGRX 60.0% 439 1.19%
Goldman Sachs Growth and Inc Instl GSIIX 60.0% 439 0.79%
Goldman Sachs Growth and Inc Svc GSGSX 60.0% 439 1.29%
Goldman Sachs Large Cap Value A GSLAX 91.0% 1,600 1.17%
Goldman Sachs Large Cap Value Inst GSLIX 91.0% 1,600 0.77%
Goldman Sachs Large Cap Value IR GSVTX 91.0% 1,600 0.92%
Goldman Sachs Large Cap Value R GSVRX 91.0% 1,600 1.42%
Goldman Sachs Struct Large Cap Val A GCVAX 56.0% 476 0.95%
Goldman Sachs Struct Large Cap Val I GCVIX 56.0% 476 0.55%
Hancock Horizon Value A HHGAX 63.0% 156 1.28%
Hancock Horizon Value Instl HHGTX 63.0% 156 1.03%
Hartford Dividend & Growth A IHGIX 30.0% 6,200 1.08%
Hartford Dividend & Growth I HDGIX 30.0% 6,200 0.80%
Hartford Dividend & Growth R3 HDGRX 30.0% 6,200 1.35%
Hartford Dividend & Growth R4 HDGSX 30.0% 6,200 1.05%
Hartford Dividend & Growth R5 HDGTX 30.0% 6,200 0.75%
Hartford Dividend & Growth Y HDGYX 30.0% 6,200 0.66%
Hartford Equity Income A HQI1Z 18.0% 1,600 1.13%
Hartford Equity Income A HQIAX 18.0% 1,600 1.13%
Hartford Equity Income I HQIIX 18.0% 1,600 0.84%
Hartford Equity Income R3 HQIRX 18.0% 1,600 1.46%
Hartford Equity Income R4 HQISX 18.0% 1,600 1.14%
Hartford Equity Income R5 HQITX 18.0% 1,600 0.84%
Hartford Equity Income Y HQIYX 18.0% 1,600 0.73%
Hartford Value A HVFAX 16.0% 528 1.15%
Hartford Value A HVFSZ 16.0% 528 1.15%
Hartford Value I HVFIX 16.0% 528 0.86%
Hartford Value Opportunities Fund Class A HVOAX 70.0% 140 1.35%
Hartford Value Opportunities Fund Class A HVOSZ 70.0% 140 1.35%
Hartford Value Opportunities I HVOIX 70.0% 140 1.03%
Hartford Value Opportunities R3 HVORX 70.0% 140 1.55%
Hartford Value Opportunities R4 HVOSX 70.0% 140 1.25%
Hartford Value Opportunities R5 HVOTX 70.0% 140 0.95%
Hartford Value Opportunities Y HVOYX 70.0% 140 0.90%
Hartford Value R3 HVFRX 16.0% 528 1.35%
Hartford Value R4 HVFSX 16.0% 528 1.05%
Hartford Value R5 HVFTX 16.0% 528 0.80%
Hartford Value Y HVFYX 16.0% 528 0.74%
Hennessy Cornerstone Value HFCVX 40.0% 116 1.31%
Hennessy Cornerstone Value HFFTZ 40.0% 116 1.31%
Hennessy Cornerstone Value Inst HICVX 40.0% 116 0.98%
Hennessy Select Large Value Fund Institutional Class HSVIX 149.0% 119 0.98%
Hennessy Select Large Value Original HSVFX 149.0% 119 1.38%
HighMark Value Fiduciary HMVMX 26.0% 327 1.00%
HighMark Value Retail A HMVLX 26.0% 327 1.25%
Homestead Value HOL1Z 6.0% 559 0.70%
Homestead Value HOVLX 6.0% 559 0.70%
Hotchkis and Wiley Diversified Value A HWCAX 63.0% 356 1.20%
Hotchkis and Wiley Diversified Value I HWCIX 63.0% 356 0.95%
Hotchkis and Wiley Large Cap Value A HWLAX 43.0% 536 1.30%
Hotchkis and Wiley Large Cap Value I HWL1Z 43.0% 536 1.05%
Hotchkis and Wiley Large Cap Value I HWLIX 43.0% 536 1.05%
Huntington Dividend Capture Trust HDCTX 143.0% 164 1.38%
ING Corporate Leaders Trust Series B LCX1Z 0.0% 709 0.59%
ING Corporate Leaders Trust Series B LEXCX 0.0% 709 0.59%
ING Large Cap Value A IEDAX 46.0% 229 1.20%
ING Large Cap Value I IEDIX 46.0% 229 0.80%
Ivy Value Y IYVYX 54.0% 113 1.37%
JHancock Classic Value A PZFVX 37.0% 1,500 1.30%
JHancock Classic Value I JCVIX 37.0% 1,500 0.97%
JHancock3 Disciplined Value A JVLAX 44.0% 2,500 1.26%
JHancock3 Disciplined Value I JVLIX 44.0% 2,500 0.89%
JHancock3 Disciplined Value I2 JVLTX 44.0% 2,500 0.85%
JPMorgan Growth & Income A VGRIX 23.0% 298 1.19%
JPMorgan Growth & Income Sel VGIIX 23.0% 298 0.90%
JPMorgan Value Advantage A JVAAX 33.0% 1,100 1.27%
JPMorgan Value Advantage Instl JVAIX 33.0% 1,100 0.77%
JPMorgan Value Advantage Select JVASX 33.0% 1,100 1.02%
JPMorgan Value Opportunities A JVOAX 63.0% 492 0.95%
JPMorgan Value Opportunities B JVOBX 63.0% 492 1.45%
JPMorgan Value Opportunities C JVOCX 63.0% 492 1.45%
JPMorgan Value Opportunities Inst JVOIX 63.0% 492 0.65%
Legg Mason BW Diversified Large Cap Value Fund Class A LBWAX 59.0% 476 1.30%
Legg Mason BW Diversified Large Cap Value Fund Class I LBWIX 59.0% 476 0.95%
Legg Mason ClearBridge Equity Inc Bldr A SOPCZ 83.0% 4,000 1.15%
Legg Mason ClearBridge Equity Inc Bldr I SOPYX 83.0% 4,000 0.83%
Legg Mason ClearBridge Large Cap Value A SINAX 16.0% 676 1.01%
Legg Mason ClearBridge Large Cap Value I SAIFX 16.0% 676 0.67%
Loomis Sayles Value A LSVRX 29.0% 1,300 0.98%
Loomis Sayles Value Admin LSAVX 29.0% 1,300 1.17%
Loomis Sayles Value Y LSG1Z 29.0% 1,300 0.74%
Loomis Sayles Value Y LSGIX 29.0% 1,300 0.74%
Lord Abbett Affiliated A LAFFX 16.4% 6,400 0.84%
Lord Abbett Affiliated A LAFSZ 16.4% 6,400 0.84%
Lord Abbett Affiliated B LAFBX 16.4% 6,400 1.49%
Lord Abbett Affiliated C LAFCX 16.4% 6,400 1.49%
Lord Abbett Affiliated I LAFYX 16.4% 6,400 0.49%
Lord Abbett Affiliated P LAF1Z 16.4% 6,400 0.94%
Lord Abbett Affiliated P LAFPX 16.4% 6,400 0.94%
LSV Conservative Value Equity LSVVX 16.0% 116 0.35%
LSV Value Equity LSVEX 19.0% 1,100 0.64%
MainStay ICAP Equity A ICAUX 74.0% 945 1.18%
MainStay ICAP Equity I ICAEX 74.0% 945 0.90%
MainStay ICAP Equity I ICP1Z 74.0% 945 0.90%
MainStay ICAP Equity R1 ICAWX 74.0% 945 1.03%
MainStay ICAP Equity R2 ICAYX 74.0% 945 1.28%
MainStay ICAP Equity R3 ICAZX 74.0% 945 1.53%
MainStay ICAP Select Equity A ICSRX 71.0% 3,600 1.18%
MainStay ICAP Select Equity I ICS1Z 71.0% 3,600 0.90%
MainStay ICAP Select Equity I ICSLX 71.0% 3,600 0.90%
MainStay ICAP Select Equity R1 ICSWX 71.0% 3,600 1.06%
MainStay ICAP Select Equity R2 ICSYX 71.0% 3,600 1.31%
MainStay ICAP Select Equity R3 ICSZX 71.0% 3,600 1.56%
Manning & Napier Dividend Focus I MNDFX 8.0% 123 0.60%
MEMBERS Large Cap Value Y MYLVX 39.0% 137 0.91%
MFS Instl Large-Cap Value ILVAX 28.0% 132 0.65%
MFS Value A MEA1Z 17.0% 19,000 0.94%
MFS Value A MEIAX 17.0% 19,000 0.94%
MFS Value I MEIIX 17.0% 19,000 0.69%
MFS Value R2 MVRRX 17.0% 19,000 1.19%
MFS Value R3 MEIHX 17.0% 19,000 0.94%
MFS Value R4 MEIJX 17.0% 19,000 0.69%
Mutual Beacon A TBB1Z 51.4% 3,700 1.14%
Mutual Beacon Z TBE1Z 51.4% 3,700 0.84%
Mutual Shares A TET1Z 29.4% 13,100 1.16%
Mutual Shares R TESRX 29.4% 13,100 1.36%
Mutual Shares Z TES1Z 29.4% 13,100 0.86%
Neuberger Berman Large Cap Value Adv NBPBX 41.0% 1,700 1.19%
Neuberger Berman Large Cap Value Fund Class A NPNTZ 41.0% 1,700 1.11%
Neuberger Berman Large Cap Value Inst NBPIX 41.0% 1,700 0.69%
Neuberger Berman Large Cap Value Inv NPRTX 41.0% 1,700 0.85%
Neuberger Berman Large Cap Value Tr NBPTX 41.0% 1,700 1.04%
Northern Income Equity NOIEX 22.3% 351 1.00%
Northern Large Cap Value NOLVX 49.8% 110 0.85%
Nuveen Dividend Value A FFEIX 33.0% 1,100 1.14%
Nuveen Dividend Value I FAQIX 33.0% 1,100 0.89%
Nuveen Multi-Manager Large-Cap Value A NNG1Z 78.0% 290 1.18%
Nuveen Multi-Manager Large-Cap Value A NNGAX 78.0% 290 1.18%
Nuveen Multi-Manager Large-Cap Value I NNGRX 78.0% 290 0.93%
Nuveen Multi-Manager Large-Cap Value R3 NMMTX 78.0% 290 1.43%
Nuveen NWQ Large-Cap Value A NQCAX 27.0% 1,100 1.20%
Nuveen NWQ Large-Cap Value I NQCRX 27.0% 1,100 0.95%
Nuveen NWQ Multi-Cap Value A NQVAX 24.0% 189 1.38%
Nuveen NWQ Multi-Cap Value I NQVRX 24.0% 189 1.13%
Oppenheimer Equity Income A OAEIX 37.0% 3,000 1.09%
Oppenheimer Equity Income A QCV3Z 37.0% 3,000 1.09%
Oppenheimer Equity Income N ONEIX 37.0% 3,000 1.50%
Oppenheimer Select Value A OSVAX 125.0% 220 1.31%
Oppenheimer Select Value Y OSVYX 125.0% 220 0.88%
Oppenheimer Value A CGRSZ 91.0% 2,200 1.02%
Oppenheimer Value A CGRWX 91.0% 2,200 1.02%
Oppenheimer Value N CGRNX 91.0% 2,200 1.30%
Oppenheimer Value Y CGRYX 91.0% 2,200 0.58%
Payden Value Leaders PYVLX 167.0% 118 0.82%
Perkins Large Cap Value A JAPAX 43.0% 136 1.14%
Perkins Large Cap Value Fund Class T JPLTX 43.0% 136 1.06%
Perkins Large Cap Value I JAPIX 43.0% 136 0.84%
Pioneer Cullen Value A CVFCX 12.0% 3,900 1.13%
Pioneer Cullen Value R CVRFX 12.0% 3,900 1.40%
Pioneer Cullen Value Y CVFYX 12.0% 3,900 0.78%
Pioneer Equity Income A PEQIX 24.0% 1,100 1.15%
Pioneer Equity Income A PEQSZ 24.0% 1,100 1.15%
Pioneer Equity Income R PQIRX 24.0% 1,100 1.48%
Pioneer Equity Income Y PYEQX 24.0% 1,100 0.75%
Pioneer Value A PIOTX 84.0% 1,300 1.02%
Pioneer Value Y PVFYX 84.0% 1,300 0.61%
PNC Large Cap Value A PLVAX 69.0% 125 1.27%
PNC Large Cap Value I PLIVX 69.0% 125 0.97%
Poplar Forest Partners A PFPFX 22.5% 162 1.25%
Poplar Forest Partners Institutional IPFPX 22.5% 162 1.00%
Principal Equity Income A PQIAX 16.6% 3,800 0.95%
Principal Equity Income Inst PEIIX 16.6% 3,800 0.52%
Principal Large Cap Value A PCACX 130.9% 1,500 0.98%
Prudential Jennison Equity Income A SPQSZ 70.0% 2,600 1.19%
Prudential Jennison Equity Income L AGOAX 70.0% 2,600 1.44%
Prudential Jennison Equity Income Z JDEZX 70.0% 2,600 0.94%
Putnam Equity Income A PEYAX 71.0% 3,400 1.12%
Putnam Equity Income Y PEIYX 71.0% 3,400 0.87%
Putnam Fund for Growth & Income A PGI1Z 45.0% 4,200 1.10%
Putnam Fund for Growth & Income A PGRWX 45.0% 4,200 1.10%
Putnam Fund for Growth & Income Y PGIYX 45.0% 4,200 0.85%
RidgeWorth Large Cap Value Equity A SVIIX 110.0% 2,100 1.13%
RidgeWorth Large Cap Value Equity I STVTX 110.0% 2,100 0.83%
Robeco All Cap Val Instl BPAIX 47.0% 263 0.70%
Robeco All Cap Value Inv BPAVX 47.0% 263 0.95%
Rochdale Dividend & Income RIMHX 20.6% 123 1.41%
SA US Value SABTX 21.0% 294 1.05%
Schwab Dividend Equity SWDSX 31.0% 1,400 0.89%
Schwab Fdmtl US Lg Co Idx SFLNX 11.0% 1,800 0.35%
Schwab Premier Equity SWPSX 77.0% 209 1.02%
Shelton Core Value Direct Shares EQTIX 13.0% 152 0.87%
Sound Shore SSHFX 61.0% 1,500 0.94%
Sterling Capital Equity Income A BAEIX 16.6% 1,000 1.21%
Sterling Capital Equity Income Instl BEGIX 16.6% 1,000 0.96%
Stralem Equity Adv STRAX 28.0% 337 1.24%
Stralem Equity Instl STEFX 28.0% 337 0.99%
SunAmerica Focused Dividend Strategy A FDSAX 29.0% 1,800 1.01%
SunAmerica Focused Growth & Inc A FOGAX 468.0% 170 1.52%
SunAmerica Value A SSVAX 231.0% 107 1.50%
T. Rowe Price Equity Income PRFDX 15.3% 22,300 0.68%
T. Rowe Price Equity Income Adv PAFDX 15.3% 22,300 0.92%
T. Rowe Price Equity Income R RRFDX 15.3% 22,300 1.21%
T. Rowe Price Instl Large Cap Value TILCX 19.3% 778 0.59%
T. Rowe Price Value TRVLX 53.0% 11,900 0.85%
T. Rowe Price Value Adv PAVLX 53.0% 11,900 1.03%
TCW Dividend Focused I TGDFX 37.5% 593 0.86%
TCW Dividend Focused N TGIGX 37.5% 593 1.17%
TCW Relative Value Large Cap I TGDIX 26.8% 672 0.92%
TCW Relative Value Large Cap N TGDVX 26.8% 672 1.18%
TIAA-CREF Enh Lg Cp Val Idx Inst TEVIX 114.0% 907 0.38%
TIAA-CREF Large-Cap Value Idx Inst TILVX 27.0% 893 0.08%
TIAA-CREF Large-Cap Value Idx Retire TRCVX 27.0% 893 0.33%
TIAA-CREF Large-Cap Value Instl TRLIX 68.0% 2,500 0.47%
TIAA-CREF Large-Cap Value Retail TCLCX 68.0% 2,500 0.83%
TIAA-CREF Large-Cap Value Retire TRLCX 68.0% 2,500 0.72%
Touchstone Value Institutional TVLIX 15.3% 111 0.85%
Touchstone Value Y TVLYX 15.3% 111 0.95%
Transamerica Quality Value Fund Class A TWQAX 35.0% 1,500 1.27%
Transamerica Quality Value Fund Class I TWQIX 35.0% 1,500 0.95%
Vanguard Equity-Income Adm VEIRX 29.0% 7,900 0.22%
Vanguard Equity-Income Inv VEIPX 29.0% 7,900 0.31%
Vanguard High Dividend Yield Index Inv VHDYX 16.0% 4,700 0.25%
Vanguard Mega Cap 300 Value Index Instl VMVLX 24.0% 477 0.10%
Vanguard Russell 1000 Value Index Fund Institutional Shares VRVIX 39.0% 388 0.09%
Vanguard US Value Inv VUVLX 60.0% 504 0.31%
Vanguard Value Index Instl VIVIX 23.0% 15,800 0.08%
Vanguard Value Index Inv VIVAX 23.0% 15,800 0.24%
Vanguard Value Index Signal VVISX 23.0% 15,800 0.10%
Vanguard Windsor Adm VWNEX 49.0% 11,700 0.29%
Vanguard Windsor II Adm VWNAX 23.0% 34,600 0.27%
Vanguard Windsor II Investor VWNFX 23.0% 34,600 0.35%
Vanguard Windsor Investor VWNDX 49.0% 11,700 0.39%
Virtus Value Equity A HIEZX 65.0% 131 1.23%
Virtus Value Equity I HEQIX 65.0% 131 1.03%
Waddell & Reed Value A WVAAX 48.0% 471 1.38%
Wasatch Large Cap Value Investor FMIEX 26.0% 1,500 1.10%
Wells Fargo Advantage Discp US Core A EVSAX 64.0% 411 0.92%
Wells Fargo Advantage Discp US Core Adm EVSYX 64.0% 411 0.74%
Wells Fargo Advantage Equity Value A WLA1Z 90.0% 829 1.24%
Wells Fargo Advantage Equity Value A WLVAX 90.0% 829 1.24%
Wells Fargo Advantage Equity Value Adm WLVIX 90.0% 829 1.00%
Wells Fargo Advantage Large Co Val Adm WWIDX 35.0% 409 0.85%
Wells Fargo Advantage Large Co Val I WLCIX 35.0% 409 0.66%
Wells Fargo Advantage Large Co Val Inv SDVIX 35.0% 409 1.18%



Search for a mutual fund by symbol or name:

x
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.

x
Terms of Service

1. ACCEPTANCE OF TERMS

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

2. DESCRIPTION OF SERVICE

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

3. YOUR REGISTRATION OBLIGATIONS

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

4. MEMBER ACCOUNT, PASSWORD AND SECURITY

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

5. MEMBER CONDUCT

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


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

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

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

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

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

6. INTERSTATE NATURE OF COMMUNICATIONS ON MARKETRIDERS NETWORK

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

7. SPECIAL ADMONITIONS FOR INTERNATIONAL USE

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

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

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


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

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

9. INDEMNITY

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

10. NO RESALE OF SERVICE

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

11. GENERAL PRACTICES REGARDING USE AND STORAGE

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

12. MODIFICATIONS TO SERVICE

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

13. TERMINATION

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

14. DEALINGS WITH ADVERTISERS

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

15. LINKS

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

16. MARKETRIDERS'S PROPRIETARY RIGHTS

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

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

17. DISCLAIMER OF WARRANTIES

YOU EXPRESSLY UNDERSTAND AND AGREE THAT:

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

18. LIMITATION OF LIABILITY

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

19. EXCLUSIONS AND LIMITATIONS

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

20. SPECIAL ADMONITION FOR SERVICES RELATING TO FINANCIAL MATTERS

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

21. NO THIRD-PARTY BENEFICIARIES

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

22. NOTICE

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

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

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


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

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

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

24. GENERAL INFORMATION

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

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

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

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

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

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

25. VIOLATIONS

Please be advised that the answers provided by any member of the MarketRiders community represents his or own opinions, and that MarketRiders will not assess, verify or guarantee the suitability or profitability of any particular investment. You should not rely solely upon information provided on this page for purposes of transacting securities or other investments. You bear responsibility for your own investment research and decisions and should seek the advice of a qualified securities professional before making any investment.

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