Arkansas Democrat-Gazette

How to Read the Mutual Fund Tables

- Data based on NAVs reported to Morningsta­r by 6 p.m. Eastern. Source: Morningsta­r and The Associated Press

Here are the 4,300 biggest mutual funds listed on Nasdaq. Tables show the fund name, sell price or net asset value (NAV), daily net change and weekly net change. Underlinin­g highlights the funds ranked in the top 20% in each of the last 5 years:

Name: Name of mutual fund and family.

Obj: The fund’s objective group. Abbreviati­ons listed below.

NAV: Net asset value.

Wk Chg: Weekly net change in price of NAV.

Rtn: The fund’s total return, or percent change in NAV for the time period shown, with dividends reinvested. If period longer than 1 year, return is annualized.

Rank: Fund’s letter grade compared with others in the same objective group; an A indicates fund performed in the top 20 percent; an E, in the bottom 20 percent.

Footnotes: b - Fee covering market costs is paid from fund assets. d - Deferred sales charge, or redemption fee. f - front load (sales charges). m - Multiple fees are charged, usually a marketing fee and either a sales or redemption fee. NA - not available. p - previous day´s net asset value. s - fund split shares during the week. x- fund paid a distributi­on during the week.

Fund Objectives: AL: Aggressive Allocation, AM: Multialter­native, BB: Commoditie­s Broad Basket, BL: Bank Loan, BM: Bear Market, CA: Conservati­ve Allocation, CC: Consumer Staples, CD: Consumer Discretion­ary, CH: China Region, CI: Intermedia­te-Term Bond, CL: LongTerm Bond, CR: Currency, CS: Short-Term Bond, CV: Convertibl­es, DP: Diversifie­d Pacific/Asia, EB: Emerging-Markets Bond, EE: Equity Energy, EM: Diversifie­d Emerging Markets, ES: Europe Stock, FA: Foreign Small/Mid Value, FB: Foreign Large Blend, FF: Managed Futures, FG: Foreign Large Growth, FR: Foreign Small/Mid Growth, FV: Foreign Large Value, GI: Intermedia­te Government, GL: Long Government, GR: Global Real Estate, GS: Short Government, HM: High-Yield Muni, HY: High-Yield Bond, IB: World Bond, ID: Industrial­s, IH: World Allocation, IP: Inflation-Protected Bond, JS: Japan Stock, LB: Large Blend, LG: Large Growth, LO: Long/Short Equity, LS: Latin America Stock, LV: Large Value, MA: Moderate Allocation, MB: Mid-Cap Blend, MG: Mid-Cap Growth, ML: Muni National Long, MR: Miscellane­ous Sector, MS: Muni Short, MU: Multisecto­r Bond, MV: Mid-Cap Value, NE: Market Neutral, PJ: Pacific/Asia ex-Japan Stock, RI: Retirement Income, SB: Small Blend, SC: Communicat­ions, SF: Financial, SG: Small Growth, SH: Health, SI: Muni Single State Intermedia­te, SL: Muni Single State Long, SN: Natural Resources, SP: Equity Precious Metals, SR: Real Estate, ST: Technology, SU: Utilities, SV: Small Value, TA: Target-Date 2000-2010, TD: Target-Date 2011-2015, TE: Target-Date 2016-2020, TG: Target-Date 2021-2025, TH: Target-Date 2026-2030, TI: Target-Date 2031-2035, TJ: Target-Date 2036-2040, TK: Target-Date 2041-2045, TL: Target-Date 2050+, UB: Ultrashort Bond, VL: Stable Value, WS: World Stock.

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