TSWEX - TS&W Equity Institutional

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TS&W Equity Institutional (TSWEX)
Expense Ratio: 1.34%
Expected Lifetime Fees: $38,523.93

The TS&W Equity Institutional fund (TSWEX) is a Large Blend fund started on 7/17/1992 and has $39.00 million in assets under management. The current manager has been running TS&W Equity Institutional since 7/9/2000. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

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 TS&W Equity Institutional because computers automatically manage the stocks.

The Following Large Blend Funds Have Lower Fees Than TS&W Equity Institutional (TSWEX). Why are these metrics important?
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%
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 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 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%
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%
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%
Clipper CFIMX 15.0% 1,000 0.75%
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 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 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 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 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 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%
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 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 A FEDEX 175.0% 883 1.25%
Federated Capital Appreciation A FEDTZ 175.0% 883 1.25%
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 Diversified Stock T FDTEX 76.0% 1,700 1.29%
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 Growth & Income T FGITX 123.0% 1,400 1.29%
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 A FEVAX 18.5% 2,600 1.18%
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 I GABIX 8.0% 2,800 1.12%
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 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 A GSPAX 90.0% 1,000 1.25%
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 A HCTAX 140.0% 860 1.25%
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 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 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 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 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 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 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 Select Class ONIFX 15.0% 1,400 1.28%
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%
Longleaf Partners LLPFX 23.6% 7,700 0.91%
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 A EPLPX 54.0% 201 1.25%
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 A MRGAX 66.0% 839 1.18%
MFS Core Equity A MRGSZ 66.0% 839 1.18%
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 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%
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 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 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 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 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 A NSBAX 15.0% 1,000 1.18%
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 I NVORX 77.0% 1,300 0.95%
Oakmark I OAKMX 18.0% 5,800 1.04%
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 N OMGNX 35.0% 5,200 1.23%
Oppenheimer Main Street Select A OMSOX 58.0% 1,400 1.22%
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 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 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%
Pioneer A PIODX 10.0% 5,800 1.09%
Pioneer A PIOSZ 10.0% 5,800 1.09%
Pioneer Y PYODX 10.0% 5,800 0.72%
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 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 R5 PSGFX 37.7% 1,400 1.33%
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 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 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 A PINVX 65.0% 1,300 1.18%
Putnam Investors Y PNVYX 65.0% 1,300 0.93%
Putnam Research A PNRAX 99.0% 204 1.23%
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 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 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%
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%
Sequoia SEQUX 3.0% 5,300 1.03%
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%
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 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 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 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 A PDASZ 51.0% 104 1.25%
Virtus Growth & Income A PDIAX 51.0% 104 1.25%
Virtus Growth & Income I PXIIX 51.0% 104 1.00%
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 Cp Val Inv CBEQX 17.0% 272 1.20%
Wells Fargo Advantage Diversified Eq A NVDAX 48.0% 375 1.25%
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%
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%

Search for a mutual fund by symbol or name:

Why Are These Metrics Important?

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.

Terms of Service


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.


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.


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).


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.


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;
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  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;
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  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;
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  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.

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.


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 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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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 your personal computer(s); 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.









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.


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


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


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:

1 McBride and Son Center Dr. Suite 288
Chesterfield, MO 63005
By email: .


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 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.

Privacy Policy

TRUSTe online privacy certification

Effective Date: March 30, 2016

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

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

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

Information We Gather and How We Use It

We collect certain information from you in order to provide you with the most interesting and useful Web site possible.

We use your IP address to identify you, to gather demographic information that helps us understand how you and our other customers use our Web site, and to administer our Web site.

Our registration form requires you to give us contact information (like your name, phone number and email address), demographic information (like your zip code and occupation) and profile information (like your investment experience). We use your contact information to contact you about the services on our site, in which you have expressed interest, to send you newsletters from MarketRiders. You may opt-out of receiving these types of communications at any time, please see our "Choice/Opt-out" Section below. We also collect your credit card number and expiration date. We use this information to bill you for the services you have signed up for.

We may conduct or sponsor surveys and contests on our Web site. If you elect to participate, we may ask you for contact, demographic and other information as part of these offerings. We would use this information to analyze and report on the results of surveys, to provide you with the results of the surveys and contests. Participation in surveys and contests is completely voluntary.


If you choose to use our referral service to invite a friend to our site, we will ask you for your friend's name and email address. We will automatically send your friend a one-time email inviting him or her to visit the site. MarketRiders stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program.

Your friend may contact us at to request that we remove this information from our database.

Import Contacts

You can import contacts from your Outlook or other email account address book to invite them to become members of our site. We collect the username and password for the email account you wish to import your contacts from and will only use it for that purpose.

Information We May Disclose

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

We currently do not have advertisers, but if we do, we would share demographic, profile and other general information about you and our other customers with our advertisers on an aggregate basis. This means that we may tell our advertisers general information about the characteristics of our customer base such as how many visitors and registered users we have within a certain postal code, but we do not specifically identify a particular visitor or provide his or her contact information to our advertisers.

Disclosures Permitted by Law

We provide the information (such as your name, email address, mailing address and credit card information) on a confidential basis to nonaffiliated companies we engage as contractors or agents to perform services for us, such as maintaining software, sending direct mail, credit card processing, and Paypal.. Information will be shared with such contractors only to the extent reasonably necessary for them to perform services on our behalf, and pursuant to confidentiality obligations;

We reserve the right to disclose your personally identifiable information as required by law and when we believe that disclosure is necessary to protect our rights and/or to comply with a judicial proceeding, court order, or legal process served on our Web site.

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

Disclosures for Joint Marketing and Servicing

MarketRiders may disclose all the information we collect as described above to other companies such as direct marketers to perform marketing services on our behalf, or to financial institutions, such as banks, insurance companies and securities broker-dealers, with whom we have joint marketing agreements.

Tracking Technologies

Technologies such as: cookies, beacons, tags and scripts are used by MarketRiders and our affiliates, analytics tools, and customer support tools. These technologies are used in analyzing trends, administering the site, tracking users' movements around the site and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.

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

Behavioral Targeting / Re-Targeting

We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here. Please note this does not opt you out of being served ads. You will continue to receive generic ads.

Log Files

As is true of most web sites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data.

We may combine this automatically collected log information with other information we collect about you. We do this to improve services we offer you and tailor site functionality.

Local Storage Objects (Flash/HTML5)

Third parties with whom we partner to provide certain features on our site or to display advertising based upon your Web browsing activity use LSOs such as HTML 5 or Flash to collect and store information.

Various browsers may offer their own management tools for removing HTML5 LSOs. To manage Flash LSOs please click here.


We provide you the opportunity to 'opt-out' of having your personally identifiable information used for certain purposes, when we ask for this information. For example, if you purchase a product/service but do not wish to receive any additional marketing material from us, you can indicate your preference on the registration form.

If you no longer wish to receive our newsletter and promotional communications, you may opt-out of receiving them by following the instructions included in each newsletter or communication, by logging into your my account section of the site under email and newsletter preferences, sending a letter to us at 1 McBride and Son Center Dr. Suite 288 Chesterfield, MO 63005, 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.

Links to Other Web Sites

If you click on a link to a third party site, you will leave the www.marketriders.com site you are visiting and go to the site you selected. Because we cannot control the activities of third parties, we cannot accept responsibility for any use of your personally identifiable information by such third parties, and we cannot guarantee that they will adhere to the same privacy practices as www.marketriders.com. We encourage you to review the privacy statements of any other service provider from whom you request services. If you visit a third party website that is linked to a www.marketriders.com site, you should read that site's privacy statement before providing any personally identifiable information.

Social Media Widgets

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

Correcting and Updating Information

If your personally identifiable information changes, or if you no longer desire our service, you may correct, delete inaccuracies, or update it by emailing our Customer Support at or by contacting us by telephone or postal mail at the contact information listed on our website.

We will retain your information for as long as your account is active or as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

Changes in this Privacy Statement

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

We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page prior to the change becoming effective.

Contact Us

MarketRiders, Inc.
1 McBride and Son Center Dr.
Suite 288
Chesterfield, MO 63005
Toll free: 1-866-990-3837
Email us