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PNVMX - Putnam Investors M

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Putnam Investors M (PNVMX)
Expense Ratio: 1.68%
Expected Lifetime Fees: $46,640.77


The Putnam Investors M fund (PNVMX) is a Large Blend fund started on 12/2/1994 and has $1.30 billion in assets under management. The current manager has been running Putnam Investors M since 8/17/2008. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.75%

MarketRiders Prefers The Following ETF

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


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




The Following Large Blend Funds Have Lower Fees Than Putnam Investors M (PNVMX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
AdvisorOne Amerigo N CLSAX 53.0% 462 1.41%
AdvisorOne Descartes N CLDEX 25.0% 159 1.47%
AllianceBern Tx-Mgd Wlth Appr Strat Adv ATWYX 73.0% 586 0.77%
AllianceBern 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 Century Fundamental Equity R AFDRX 18.0% 174 1.51%
American Funds Fundamental Investors A ANCFX 28.0% 47,800 0.63%
American Funds Fundamental Investors B AFIBX 28.0% 47,800 1.40%
American Funds Fundamental Investors R4 RFNEX 28.0% 47,800 0.66%
American Funds Fundamental Investors R5 RFNFX 28.0% 47,800 0.36%
American Funds Fundamental Investors R6 RFNGX 28.0% 47,800 0.31%
American Funds Fundamental Invs C AFICX 28.0% 47,800 1.44%
American Funds Fundamental Invs F-1 AFIFX 28.0% 47,800 0.67%
American Funds Fundamental Invs F-2 FINFX 28.0% 47,800 0.42%
American Funds Fundamental Invs R1 RFNAX 28.0% 47,800 1.43%
American Funds Fundamental Invs R2 RFNBX 28.0% 47,800 1.41%
American Funds Fundamental Invs R3 RFNCX 28.0% 47,800 0.93%
American Funds Invmt Co of America A AIVSX 28.0% 54,700 0.61%
American Funds Invmt Co of America B AICBX 28.0% 54,700 1.38%
American Funds Invmt Co of America C AICCX 28.0% 54,700 1.42%
American Funds Invmt Co of America F-1 AICFX 28.0% 54,700 0.66%
American Funds Invmt Co of America F-2 ICAFX 28.0% 54,700 0.40%
American Funds Invmt Co of America R1 RICAX 28.0% 54,700 1.41%
American Funds Invmt Co of America R2 RICBX 28.0% 54,700 1.41%
American Funds Invmt Co of America R3 RICCX 28.0% 54,700 0.97%
American Funds Invmt Co of America R4 RICEX 28.0% 54,700 0.65%
American Funds Invmt Co of America R5 RICFX 28.0% 54,700 0.35%
American Funds Invmt Co of America R6 RICGX 28.0% 54,700 0.30%
Ameristock AMSTX 90.0% 186 0.91%
Ameristock AMSTZ 90.0% 186 0.91%
Ave Maria Rising Dividend AVEDX 22.0% 266 1.03%
BBH Core Select N BBTEX 17.0% 2,000 1.00%
BBH Core Select Retail Class Shares BBTRX 17.0% 2,000 1.25%
BlackRock Index Equity Instl PNIEX 6.0% 521 0.18%
BlackRock Index Equity Inv A CIEAX 6.0% 521 0.42%
BlackRock Index Equity Inv B CIEBX 6.0% 521 1.24%
BlackRock Index Equity Inv C CIECX 6.0% 521 1.24%
BlackRock Index Equity Svc PNESX 6.0% 521 0.39%
BlackRock S&P 500 Index A MDSRX 6.0% 1,800 0.56%
BlackRock S&P 500 Index Instl MASRX 6.0% 1,800 0.30%
BlackRock S&P 500 Stock WFSPX 9.0% 321 0.18%
BNY Mellon Large Cap Stock Inv MILCX 86.7% 950 1.05%
BNY Mellon Large Cap Stock M MPLCX 86.7% 950 0.80%
Bridgeway Blue Chip 35 Index BRLIX 19.0% 275 0.15%
Brown Advisory Value Equity Instl BIAVX 64.0% 156 0.93%
Cambiar Opportunity Inst CAMWX 63.0% 1,200 0.96%
Cambiar Opportunity Inv CAMOX 63.0% 1,200 1.21%
Castle Focus Fund Class Investor MOATX 39.8% 104 1.49%
Clipper CFIMX 15.0% 1,000 0.75%
Cohen & Steers Dividend Value A DVFAX 33.0% 125 1.15%
Cohen & Steers Dividend Value 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 A NLGIX 86.0% 718 1.34%
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 C NYVCX 8.0% 22,200 1.67%
Davis NY Venture R NYVRX 8.0% 22,200 1.22%
Davis NY Venture Y DNVYX 8.0% 22,200 0.62%
DFA Enhanced US Large Company I DFELX 140.0% 179 0.27%
DFA Tax-Managed US Equity DTMEX 11.0% 1,400 0.22%
DFA US Core Equity 1 I DFEOX 5.0% 4,300 0.20%
DFA US Large Company DFUSX 4.0% 3,800 0.10%
DFA US Sustainability Core 1 DFSIX 14.0% 169 0.37%
DGHM All-Cap Value Institutional DGAIX 49.5% 121 1.11%
DGHM All-Cap Value Investor DGHMX 49.5% 121 1.47%
Domini Social Equity Inv DSEFX 87.0% 724 1.25%
Domini Social Equity R DSFRX 87.0% 724 0.90%
Domini Social Investment Trust Social Equity Fund Institutional Class DIEQX 87.0% 724 0.80%
Dreyfus Appreciation DGAGX 2.6% 4,500 0.97%
Dreyfus Basic S&P 500 Stock Index DSPIX 2.1% 1,200 0.20%
Dreyfus Core Equity Fund Class A DLTSX 4.1% 351 1.35%
Dreyfus Core Equity Fund Class A DPCSZ 4.1% 351 1.35%
Dreyfus Core Equity I DPERX 4.1% 351 1.10%
Dreyfus Disciplined Stock DDSTX 84.2% 501 1.00%
Dreyfus Fund Incorporated DREVX 67.6% 965 0.77%
Dreyfus Large Cap Equity A DLB1Z 47.9% 192 1.34%
Dreyfus Large Cap Equity I DLQIX 47.9% 192 0.81%
Dreyfus S&P 500 Index PEOPX 3.4% 2,200 0.50%
Dreyfus Strategic Value A DAGVX 88.4% 1,000 0.98%
Dreyfus Strategic Value I DRGVX 88.4% 1,000 0.73%
Dreyfus Tax-Managed Growth A DTMGX 15.1% 165 1.35%
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 B SXPBX 3.0% 703 1.40%
DWS S&P 500 Index S SCPIX 3.0% 703 0.39%
Eaton Vance Dividend Builder A EVTMX 87.0% 1,100 1.09%
Eaton Vance Dividend Builder I EIUTX 87.0% 1,100 0.84%
Eaton Vance Tx-Mgd Eq Asset Allc A EAEAX 12.0% 376 1.37%
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX 2.0% 1,100 0.86%
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX 2.0% 1,100 1.61%
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX 2.0% 1,100 1.61%
Eaton Vance Tx-Mgd Growth 1.1 I EITMX 2.0% 1,100 0.61%
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX 2.0% 445 1.04%
Eaton Vance Tx-Mgd Growth 1.2 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 Capital Appreciation R CPAKX 175.0% 883 1.47%
Federated Max-Cap Index C MXC1Z 53.0% 518 1.44%
Federated Max-Cap Index C MXCCX 53.0% 518 1.44%
Federated Max-Cap Index Instl FISPX 53.0% 518 0.36%
Federated Max-Cap Index Svc FMXSX 53.0% 518 0.66%
Fidelity Advisor Diversified Stock A FDTOX 76.0% 1,700 0.86%
Fidelity Advisor Diversified Stock I FDTIX 76.0% 1,700 0.74%
Fidelity Advisor Diversified Stock T FDTEX 76.0% 1,700 1.29%
Fidelity Advisor Dividend Growth A FADAX 68.0% 811 1.39%
Fidelity Advisor Dividend Growth A FAZCZ 68.0% 811 1.39%
Fidelity Advisor Dividend Growth I FDGIX 68.0% 811 1.07%
Fidelity Advisor Dividend Growth T FDGTX 68.0% 811 1.60%
Fidelity Advisor Growth & Income A FGIRX 123.0% 1,400 1.06%
Fidelity Advisor Growth & Income 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 Large Cap T FALGX 83.0% 1,200 1.54%
Fidelity Advisor Mega Cap Stock A FGTSZ 53.0% 1,400 1.06%
Fidelity Advisor Mega Cap Stock I FTRIX 53.0% 1,400 0.79%
Fidelity Capital Appreciation FDCAX 182.0% 5,500 0.91%
Fidelity Disciplined Equity FDEQX 153.0% 7,600 0.59%
Fidelity Dividend Growth FDGFX 67.0% 7,500 0.93%
Fidelity Growth & Income FGRIX 129.0% 5,100 0.72%
Fidelity Large Cap Core Enhanced Index FLCEX 104.0% 247 0.46%
Fidelity Large Cap Stock FLCSX 108.0% 871 0.94%
Fidelity Mega Cap Stock FGRTX 53.0% 1,400 0.79%
Fidelity Spartan 500 Index Advtg FUSVX 5.0% 44,000 0.06%
Fidelity Spartan 500 Index Inv FUSEX 5.0% 44,000 0.10%
Fidelity Spartan Total Market Index Inv FSTMX 17.0% 12,200 0.10%
Fidelity Spartan Total Mkt Idx Advtg FSTVX 17.0% 12,200 0.07%
Fidelity Value Discovery FVDFX 59.0% 453 0.80%
Fifth Third Equity Index A KNIDX 2.0% 340 0.45%
Fifth Third Equity Index Instl KNIEX 2.0% 340 0.20%
First Eagle US Value A FEVAX 18.5% 2,600 1.18%
First Eagle US Value I FEVIX 18.5% 2,600 0.93%
FMI Large Cap FMIHX 28.0% 5,100 0.97%
Forward CorePlus Institutional AGROX 231.0% 111 0.82%
Forward CorePlus Investor AGRIX 231.0% 111 1.22%
Franklin Rising Dividends A FRDAZ 4.0% 7,500 1.00%
Franklin Rising Dividends A FRDPX 4.0% 7,500 1.00%
Franklin Rising Dividends Adv FRDAX 4.0% 7,500 0.75%
Franklin Rising Dividends R FRDRX 4.0% 7,500 1.25%
Gabelli Asset A GATAX 8.0% 2,800 1.37%
Gabelli Asset AAA GABAX 8.0% 2,800 1.37%
Gabelli Asset I GABIX 8.0% 2,800 1.12%
Gabelli Equity Income A GCAEX 14.0% 2,100 1.41%
Gabelli Equity Income AAA GABEX 14.0% 2,100 1.41%
Gabelli Value A GABVX 6.0% 484 1.43%
Gabelli Value Fund Class AAA GVCAX 6.0% 484 1.43%
Gabelli Value I GVCIX 6.0% 484 1.18%
GE Instl US Large Cap Core Eq Inv GEIVX 44.0% 198 0.40%
GE Instl US Large Cap Core Eq Svc GEVSX 44.0% 198 0.65%
Glenmede Large Cap 100 GTLOX 103.0% 105 0.88%
Glenmede Secured Options Portfolio GTSOX 1.0% 326 0.90%
GMO Quality III GQETX 40.0% 18,600 0.48%
Goldman Sachs Rising Dividend Gr A GSRAX 51.9% 262 1.20%
Goldman Sachs Rising Dividend Gr Instl GSRLX 51.9% 262 0.80%
Goldman Sachs Structured Tx-Mgd Eq A GCTAX 99.0% 307 1.09%
Goldman Sachs Structured Tx-Mgd Eq 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%
Guggenheim Large Cap Core A SECEX 92.0% 177 1.34%
Harbor Large Cap Value Adm HRLVX 43.0% 273 0.93%
Harbor Large Cap Value Instl HAVLX 43.0% 273 0.68%
Harbor Large Cap Value Inv HILVX 43.0% 273 1.05%
Hartford Capital Appreciation A ITHAX 75.0% 11,800 1.12%
Hartford Capital Appreciation 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 R3 HCTRX 140.0% 860 1.35%
Hartford Capital Appreciation II R4 HCTSX 140.0% 860 1.05%
Hartford Capital Appreciation II R5 HCTTX 140.0% 860 0.95%
Hartford Capital Appreciation II Y HCTYX 140.0% 860 0.90%
Hartford Capital Appreciation R3 ITHRX 75.0% 11,800 1.40%
Hartford Capital Appreciation R4 ITHSX 75.0% 11,800 1.10%
Hartford Capital Appreciation R5 ITHTX 75.0% 11,800 0.80%
Hartford Capital Appreciation Y HCAYX 75.0% 11,800 0.70%
Hartford Disciplined Equity A HAIAX 56.0% 190 1.35%
Hartford Disciplined Equity R3 HGIRX 56.0% 190 1.50%
Hartford Disciplined Equity R4 HGISX 56.0% 190 1.20%
Hartford Disciplined Equity R5 HGITX 56.0% 190 0.90%
Hartford Disciplined Equity Y HGIYX 56.0% 190 0.85%
ING Core Equity Research A AAGSZ 75.0% 365 1.08%
ING Core Equity Research I AEGIX 75.0% 365 0.75%
ING Index Plus LargeCap A AELAX 130.0% 276 0.95%
ING Index Plus LargeCap C AELCX 130.0% 276 1.45%
ING Index Plus LargeCap I AELIX 130.0% 276 0.70%
ING Value Choice A PAV1Z 66.0% 512 1.42%
ING Value Choice A PAVAX 66.0% 512 1.42%
ING Value Choice 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 C JCNCX 130.0% 2,500 1.61%
Janus Contrarian Fund Class I JCONX 130.0% 2,500 0.64%
Janus Contrarian Fund Class R JCNRX 130.0% 2,500 1.29%
Janus Contrarian Fund Class S JCNIX 130.0% 2,500 1.05%
Janus Contrarian T JSVAX 130.0% 2,500 0.80%
JHancock Sovereign Investors A SOVIX 52.0% 554 1.17%
JHancock Sovereign Investors I SOIIX 52.0% 554 0.79%
JHancock2 Lifestyle Aggressive A JALAX 25.0% 3,600 1.47%
JHancock2 Lifestyle Aggressive R4 JSLAX 25.0% 3,600 1.40%
JPMorgan Disciplined Equity A JDEAX 169.0% 1,100 0.85%
JPMorgan Disciplined Equity Instl JPIEX 169.0% 1,100 0.45%
JPMorgan Disciplined Equity Sel JDESX 169.0% 1,100 0.60%
JPMorgan Equity Index A OGEAX 7.0% 1,700 0.45%
JPMorgan Equity Index B OGEIX 7.0% 1,700 1.20%
JPMorgan Equity Index C OEICX 7.0% 1,700 1.20%
JPMorgan Equity Index Select HLEIX 7.0% 1,700 0.20%
JPMorgan Investor Growth Fund Class A ONG1Z 15.0% 1,400 1.53%
JPMorgan Investor Growth Fund 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 A SPAAX 23.0% 419 1.43%
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 Cap Mgmt Value R LMVRX 47.0% 2,200 1.39%
Legg Mason ClearBridge Appreciation A SHAPX 27.0% 4,000 1.06%
Legg Mason ClearBridge Appreciation I SAPYX 27.0% 4,000 0.71%
Legg Mason ClearBridge Equity I LMQIX 33.0% 445 0.95%
Legg Mason ClearBridge Fdmtl AlCp Val A SHFCZ 15.0% 1,600 1.34%
Legg Mason ClearBridge Fdmtl AlCp Val I SFVYX 15.0% 1,600 0.89%
Longleaf Partners LLPFX 23.6% 7,700 0.91%
Lord Abbett Classic Stock A LRLCZ 27.0% 799 0.98%
Lord Abbett Classic Stock C LLRCX 27.0% 799 1.63%
Lord Abbett Classic Stock I LARYX 27.0% 799 0.63%
Lord Abbett Fundamental Equity A LDFVX 56.0% 4,600 1.09%
Lord Abbett Fundamental Equity I LAVYX 56.0% 4,600 0.74%
Madison Mosaic Disciplined Equity Y MADEX 57.0% 143 0.96%
MainStay 130/30 Core I MYCIX 145.0% 438 1.56%
MainStay Common Stock A MSOAX 139.0% 116 0.99%
MainStay Common Stock 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 Growth Allocation A MGXAX 53.0% 205 1.60%
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 B MITBX 21.0% 3,200 1.53%
MFS Massachusetts Investors Tr C MITCX 21.0% 3,200 1.53%
MFS Massachusetts Investors Tr I MITIX 21.0% 3,200 0.53%
MFS Massachusetts Investors Tr R3 MITHX 21.0% 3,200 0.78%
MFS Massachusetts Investors Tr R4 MITDX 21.0% 3,200 0.53%
MFS Research A MFR1Z 69.0% 2,400 0.93%
MFS Research A MFRFX 69.0% 2,400 0.93%
MFS Research I MRFIX 69.0% 2,400 0.68%
MFS Research R3 MFRHX 69.0% 2,400 0.93%
MFS Research R4 MFRJX 69.0% 2,400 0.68%
Muhlenkamp MUHLX 42.5% 449 1.25%
Munder Index 500 A MUXAX 5.0% 229 0.76%
Munder Index 500 B MUXBX 5.0% 229 1.11%
Nationwide A NWFAX 24.3% 661 1.03%
Nationwide Inv Dest Agrsv Svc NDASX 9.7% 981 0.87%
Nationwide Inv Destinations Agrsv A NDAAX 9.7% 981 0.74%
Nationwide Inv Destinations Agrsv C NDACX 9.7% 981 1.47%
Nationwide S&P 500 Index A GRMAX 4.1% 2,400 0.62%
Natixis CGM Advisor Targeted Equity A NEFGX 236.0% 573 1.13%
Natixis CGM Advisor Targeted Equity 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 A NMUAX 105.0% 237 1.36%
Neuberger Berman Multi-Cap Opp Inst NMULX 105.0% 237 1.00%
Northern Large Cap Equity NOGEX 63.7% 130 0.85%
Northern Stock Index NOSIX 2.7% 3,100 0.10%
Nuveen Equity Index A FAEIX 2.0% 721 0.61%
Nuveen Equity Index B FAEQX 2.0% 721 1.36%
Nuveen Equity Index C FCEIX 2.0% 721 1.36%
Nuveen Equity Index I FEIIX 2.0% 721 0.36%
Nuveen Santa Barbara Dividend Growth A NSBAX 15.0% 1,000 1.18%
Nuveen Santa Barbara Dividend Growth 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%
Nuveen Tradewinds Value Opportunities R3 NTVTX 77.0% 1,300 1.45%
Oakmark I OAKMX 18.0% 5,800 1.04%
Oakmark II OARMX 18.0% 5,800 1.45%
Oakmark Select I OAKLX 16.0% 2,900 1.07%
Oakmark Select II OARLX 16.0% 2,900 1.38%
Olstein All Cap Value Adv OFAFX 39.3% 520 1.55%
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 N OMSNX 58.0% 1,400 1.50%
Oppenheimer Main Street Select Y OMSYX 58.0% 1,400 0.87%
Oppenheimer Main Street Y MIGYX 35.0% 5,200 0.57%
Oppenheimer Rising Dividends A OARDX 36.0% 3,800 1.09%
Oppenheimer Rising Dividends A QFV1Z 36.0% 3,800 1.09%
Oppenheimer Rising Dividends A QFV2Z 36.0% 3,800 1.09%
Oppenheimer Rising Dividends N ONRDX 36.0% 3,800 1.43%
Oppenheimer Rising Dividends Y OYRDX 36.0% 3,800 0.87%
Parnassus Equity Income - Inst PRILX 63.0% 4,300 0.70%
Parnassus Equity Income - Inv PRBLX 63.0% 4,300 0.94%
PIMCO Fundamental IndexPLUS TR A PIXTZ 1.0% 615 1.19%
PIMCO Fundamental IndexPLUS TR D PIXDX 1.0% 615 1.19%
PIMCO Fundamental IndexPLUS TR Inst PXTIX 1.0% 615 0.79%
PIMCO StocksPLUS Admin PSP2Z 404.0% 1,000 0.75%
PIMCO StocksPLUS B PSPBX 404.0% 1,000 1.65%
PIMCO StocksPLUS C PSPCX 404.0% 1,000 1.40%
PIMCO StocksPLUS D PSPDX 404.0% 1,000 0.90%
PIMCO StocksPLUS Instl PSTKX 404.0% 1,000 0.50%
PIMCO StocksPLUS Long Duration Instl PSLDX 276.0% 533 0.59%
PIMCO StocksPLUS Total Return A PTOTZ 601.0% 430 1.04%
PIMCO StocksPLUS Total Return 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 R PIORX 10.0% 5,800 1.38%
Pioneer Y PYODX 10.0% 5,800 0.72%
PL Portfolio Optimization Aggressive Fund Class A POEAX 12.5% 220 1.42%
PL Portfolio Optimization Aggressive Fund Class A POESZ 12.5% 220 1.42%
PNC S&P 500 Index A PIIAX 27.0% 111 0.62%
PNC S&P 500 Index I PSXIX 27.0% 111 0.37%
Praxis Core Stock A MMPAX 14.8% 126 1.61%
Principal Capital Appreciation A CMNWX 12.7% 1,700 0.94%
Principal Capital Appreciation Inst PWCIX 12.7% 1,700 0.52%
Principal Large Cap S&P 500 Index A PLSAX 4.3% 2,500 0.62%
Principal Large Cap S&P 500 Index C PLICX 4.3% 2,500 1.30%
Principal Large Cap S&P 500 Index R3 PLFMX 4.3% 2,500 0.73%
Principal Large Cap S&P 500 Index R5 PLFPX 4.3% 2,500 0.42%
Principal SAM Strategic Growth A SACAX 37.7% 1,400 1.48%
Principal SAM Strategic Growth R5 PSGFX 37.7% 1,400 1.33%
Prudential Jennison Equity Opp A PJIAX 66.0% 323 1.15%
Prudential Jennison Equity Opp 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 L DLQ1Z 121.0% 120 1.45%
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%
Rydex S&P 500 A RYSOX 196.0% 131 1.54%
Rydex S&P 500 H RYSPX 196.0% 131 1.54%
SA US Core Market SAMKX 9.0% 397 1.02%
Schroder North American Equity Adv SNAVX 72.0% 520 0.74%
Schroder North American Equity Inv SNAEX 72.0% 520 0.39%
Schwab 1000 Index SNXFX 5.0% 4,600 0.29%
Schwab Core Equity Inv SWANX 35.0% 1,600 0.73%
Schwab MarketTrack All Equity Investor SWEGX 12.0% 450 0.65%
Schwab S&P 500 Index SWPPX 3.0% 11,700 0.09%
Schwab Total Stock Market Index SWTSX 1.0% 1,900 0.09%
Selected American Shares D SLADX 11.0% 5,700 0.61%
Selected American Shares S SLASX 11.0% 5,700 0.94%
Sentinel Common Stock A SENCX 9.0% 1,600 1.12%
Sentinel Common Stock I SICWX 9.0% 1,600 0.78%
Sentinel Sustainable Core Opp A MYPVX 7.0% 181 1.34%
Sentinel Sustainable Core Opp I CVALX 7.0% 181 1.00%
Sequoia SEQUX 3.0% 5,300 1.03%
Sit Dividend Growth I SDVGX 14.7% 653 1.17%
Sit Dividend Growth S SDVSX 14.7% 653 1.42%
SSgA S&P 500 Index Instl SVSPX 2.0% 1,100 0.18%
Sterling Capital Select Equity I BBISX 66.3% 202 0.83%
Steward Large Cap Enhanced Index Inst SEECX 22.0% 157 0.55%
T. Rowe Price Capital Opportunity PRCOX 36.6% 358 0.77%
T. Rowe Price Capital Opportunity Adv PACOX 36.6% 358 1.10%
T. Rowe Price Capital Opportunity R RRCOX 36.6% 358 1.35%
T. Rowe Price Dividend Growth PRDGX 10.4% 2,400 0.68%
T. Rowe Price Dividend Growth Adv TADGX 10.4% 2,400 0.94%
T. Rowe Price Equity Index 500 PREIX 5.5% 13,900 0.30%
T. Rowe Price Spectrum Growth PRSGX 13.0% 3,000 0.80%
T. Rowe Price Total Equity Market Idx POMIX 6.2% 593 0.41%
Target Growth Allocation A PHGAX 73.0% 158 1.51%
Target Growth Allocation Z PDHZX 73.0% 158 1.26%
Thompson Plumb Growth THPGX 40.0% 109 1.31%
Thornburg Value A TVA1Z 64.1% 3,100 1.28%
Thornburg Value A TVAFX 64.1% 3,100 1.28%
Thornburg Value I TVIFX 64.1% 3,100 0.91%
Thornburg Value R3 TVRFX 64.1% 3,100 1.35%
Thornburg Value R4 TVIRX 64.1% 3,100 1.25%
Thornburg Value R5 TVRRX 64.1% 3,100 0.99%
TIAA-CREF Equity Index Instl TIEIX 11.0% 3,600 0.07%
TIAA-CREF Equity Index Premier TCEPX 11.0% 3,600 0.22%
TIAA-CREF Equity Index R TIQRX 11.0% 3,600 0.32%
TIAA-CREF Equity Index Retail TINRX 11.0% 3,600 0.40%
TIAA-CREF Growth & Income Instl TIGRX 116.0% 2,600 0.47%
TIAA-CREF Growth & Income Premier TRPGX 116.0% 2,600 0.62%
TIAA-CREF Growth & Income Retail TIIRX 116.0% 2,600 0.83%
TIAA-CREF Growth & Income Retire TRGIX 116.0% 2,600 0.72%
TIAA-CREF S&P 500 Index Instl TISPX 14.0% 1,400 0.07%
TIAA-CREF S&P 500 Index Retire TRSPX 14.0% 1,400 0.32%
TIAA-CREF Social Choice Eq Instl TISCX 19.0% 1,200 0.19%
TIAA-CREF Social Choice Eq Premier TRPSX 19.0% 1,200 0.34%
TIAA-CREF Social Choice Eq Retail TICRX 19.0% 1,200 0.50%
TIAA-CREF Social Choice Eq Retire TRSCX 19.0% 1,200 0.44%
Tocqueville TOCQX 28.0% 366 1.25%
Torray TORYX 12.9% 334 1.17%
Touchstone Focused Instl TFFIX 99.0% 526 0.81%
Touchstone Focused Y TFFYX 99.0% 526 0.96%
Transamerica Asset Allc Growth A IAAAX 30.0% 1,300 1.55%
Transamerica Asset Allc Growth I TAGIX 30.0% 1,300 1.20%
UBS US Large Cap Equity A BNEQX 60.0% 198 1.20%
UBS US Large Cap Equity Y BPEQX 60.0% 198 0.95%
Vanguard 500 Index Investor VFINX 4.0% 107,600 0.17%
Vanguard 500 Index Signal VIFSX 4.0% 107,600 0.05%
Vanguard Capital Value Inv VCVLX 149.0% 647 0.58%
Vanguard Dividend Appreciation Idx Inv VDAIX 14.0% 13,200 0.25%
Vanguard Dividend Growth Inv VDIGX 13.0% 9,900 0.31%
Vanguard Growth & Income Adm VGIAX 120.0% 4,000 0.23%
Vanguard Growth & Income Inv VQNPX 120.0% 4,000 0.34%
Vanguard Institutional Index Instl VINIX 5.0% 104,800 0.04%
Vanguard Institutional Index Instl Pl VIIIX 5.0% 104,800 0.02%
Vanguard Instl Ttl Stk Mkt Idx Instl VITNX 12.0% 19,400 0.05%
Vanguard Large Cap Index Instl VLISX 7.0% 5,500 0.08%
Vanguard Large Cap Index Inv VLACX 7.0% 5,500 0.24%
Vanguard Large Cap Index Signal VLCSX 7.0% 5,500 0.10%
Vanguard Russell 1000 Index Instl VRNIX 20.0% 355 0.08%
Vanguard Russell 3000 Index Instl VRTTX 32.0% 130 0.09%
Vanguard Tax-Managed Capital App Adm VTCLX 2.0% 3,800 0.12%
Vanguard Tax-Managed Growth & Inc Adm VTGLX 6.0% 2,400 0.12%
Vanguard Total Stock Market Idx Instl VITSX 5.0% 181,800 0.05%
Vanguard Total Stock Mkt Idx Inv VTSMX 5.0% 181,800 0.18%
Vanguard Total Stock Mkt Idx Signal VTSSX 5.0% 181,800 0.06%
Victory Diversified Stock A SRVCZ 80.0% 2,000 1.11%
Victory Diversified Stock A SRVEX 80.0% 2,000 1.11%
Victory Diversified Stock A SRVTZ 80.0% 2,000 1.11%
Victory Diversified Stock I VDSIX 80.0% 2,000 0.81%
Victory Diversified Stock R GRINX 80.0% 2,000 1.38%
Victory Inst Diversified Stock VIDSX 87.0% 593 0.61%
Virtus AlphaSector Rotation A PWBAX 134.0% 446 1.11%
Virtus AlphaSector Rotation 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%
Virtus Premium AlphaSector Fund Class I VAPIX 247.0% 3,100 1.45%
Weitz Value WVALX 31.0% 918 1.21%
Wells Fargo Advantage C&B Lg Cap Val A CBEAX 17.0% 272 1.15%
Wells Fargo Advantage C&B Lg Cap Val A CBESZ 17.0% 272 1.15%
Wells Fargo Advantage C&B Lg Cap Val Adm CBLLX 17.0% 272 0.95%
Wells Fargo Advantage C&B Lg 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%
Wilshire Large Cap Core Plus Invmt WLCTX 134.0% 166 1.56%
Yacktman YACKX 2.8% 7,400 0.80%
Yacktman YACTZ 2.8% 7,400 0.80%
Yacktman Focused YAFFX 2.1% 6,000 1.25%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.

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