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FORBES: Fund Rankings 2013

FORBES: Fund Rankings 2013

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Published by forbesadmin
Forbes mutual fund ratings.
Forbes mutual fund ratings.

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Published by: forbesadmin on May 08, 2013
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02/09/2014

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   F   O   R   B   E   S   G  r  a   d  e   I  n   U  p   M  a  r   k  e   t  s   F   O   R   B   E   S   G  r  a   d  e   I  n   D  o  w  n   M  a  r   k  e   t  s
Fund
   A  s  s  e   t  s   (   $  m   i   l   l   )   A  n  n  u  a   l  e  x  p  e  n  s  e  s ,   %   8   /   3   1   /   0   0  -   3   /   3   1   /   1   3   A  n  n  u  a   l   i  z  e   d   T  o   t  a   l   R  e   t  u  r  n   %
F B
Aberdeen Equity Long-Short
608 3.37 -2.3A C
Aberdeen Small Cap
149 1.47 7.7B D
Aberdeen US Equity
402 1.15 0.8B D
Advance Capital Equity Growth
90 1.08 2.6C C
AdvisorOne Amerigo
487 1.43 2.2A+ A
Aegis Value
227 1.47 12.6
 
A B
Al Frank
85 1.50 7.7B D
Alger Capital Appreciation
1,448 2.11 0.5F B
Alger Growth & Income
92 1.25 3.0D D
Alger Large Cap Growth
244 1.97 -1.4B D
Alger Mid Cap Growth
211 2.08 1.1A D
Alger Small Cap Growth
247 2.16 0.7A D
Alger Spectra
2,588 1.49 2.0C B
AllianceBernstein Core Opportunities
118 1.35 5.5A+ D
AllianceBernstein Discovery Growth
1,118 1.19 4.0B B
AllianceBernstein Equity Income
619 1.12 6.0D D
AllianceBernstein Growth
589 1.46 -0.7C C
AllianceBernstein Growth & Income
1,444 1.11 3.3D D
AllianceBernstein Large Cap Growth
1,754 1.25 -1.1A D
AllianceBernstein Small Cap Growth Port
1,255 1.34 3.5D D
AllianzGI Focused Growth
462 1.86 -1.6B B
AllianzGI NFJ Mid-Cap Value
724 2.01 7.3B D
AllianzGI Opportunity
131 2.01 0.4D B
AllianzGI Wellness
135 1.46 3.3C B
ALPS/WMC Disciplined Value
88 1.40 4.6B C
Amana Growth
2,223 1.13 4.9B B
Amana Income
1,379 1.20 7.0D B
American Beacon Holland Large Cap Growth
74 1.27 2.9B F
American Century All Cap Growth
1,020 1.00 -0.9C B
American Century Capital Value
133 1.10 5.2
 
C C
American Century Equity Growth
2,588 0.68 2.5D A+
American Century Equity Income
10,320 0.95 8.2D A+
American Century Global Gold
692 0.69 14.0D D
American Century Growth
9,370 0.97 0.2A C
American Century Heritage
4,151 1.01 4.7C C
American Century Income & Growth
1,631 0.68 2.4C B
American Century Large Comapny Value
630 0.88 5.6C F
American Century New Opportunities
169 1.53 -2.2A+ A
American Century Real Estate
1,513 1.15 11.4F C
American Century Sel
2,012 1.00 0.0B A+
American Century Small Cap Value
2,021 1.45 11.7B B
American Century Small Company
284 0.89 7.3D D
American Century Ultra
6,595 0.99 -0.2B C
American Century Utilities
336 0.68 4.2C A
American Century Value
2,476 1.01 7.6C D
American Century Veedot
74 1.26 1.2C D
American Century Vista
1,432 1.01 1.2C B
American Funds Amcap
28,796 0.73 4.3B B
American Funds Fundamental Investors
56,729 0.65 5.0C C
American Funds Growth Fund of America
119,693 0.71 2.9
 
, . .D A
American Funds Mutual
26,615 0.63 6.5B D
American Funds New Economy
9,016 0.87 2.9D B
American Funds Washington Mutual Investors
59,756 0.62 5.5A A
Ariel
1,970 1.06 8.5B A
Ariel Appreciation
1,583 1.17 8.8F A
Asset Management Large Cap Equity
90 1.30 4.0A B
Aston/Fairpointe Mid Cap
3,696 1.11 10.1F B
Aston/Montag & Caldwell Growth
4,757 1.06 2.5D A
Auxier Focus
283 1.25 7.4B C
Baron Asset
2,353 1.33 5.1B A
Baron Growth
6,617 1.32 8.4A+ D
Baron Opportunity
402 1.39 4.8B B
Baron Small Cap
4,843 1.31 7.3D B
Barrett Opportunity
64 1.22 3.1C C
BBH Core Sel
4,918 1.00 2.9A A+
Berwyn
374 1.22 12.1D C
BlackRock Capital Appreciation
4,448 1.09 1.4C A
BlackRock Equity Dividend
28,001 1.80 6.3D B
BlackRock Exchange Port lackRock
177 0.62 2.7B A
BlackRock Flexible Equity
751 1.29 8.4D F
BlackRock Focus Growth
75 1.65 -9.7A A
BlackRock Health Sciences Opportunities Port
2,396 1.30 11.3D C
BlackRock Large Cap Core
1,746 1.14 2.2
 
D D
BlackRock Large Cap Growth
944 1.26 -0.4D B
BlackRock Large Cap Value
1,023 1.27 5.3B A
BlackRock Mid Cap Value Opportunities
510 1.22 8.8C D
BlackRock Mid-Cap Growth Equity Port
298 1.39 -1.4C D
BlackRock Science & Technology Opportunity Port
151 1.73 -2.1B D
BlackRock Small Cap Growth
217 1.58 2.8B C
BlackRock Small Cap Index
342 0.57 5.4D C
BMO Large-Cap Growth
213 1.25 0.9D B
BMO Large-Cap Value
201 1.24 4.1B D
BMO Mid-Cap Growth
251 1.24 1.6B A
BMO Mid-Cap Value
275 1.25 9.3A D
BMO Small-Cap Growth
643 1.44 6.1F C
Brandywine
839 1.08 -0.4D C
Brandywine Blue
486 1.23 0.9D C
Bridges Inv
91 0.89 0.5B D
Bridgeway Aggressive Investors
223 1.33 1.7D C
Bridgeway Blue Chip 35 Index
272 0.15 2.2A+ A
Bridgeway Ultra-Small Company
124 1.25 12.8A A
Bridgeway Ultra-Small Company Market
318 0.87 10.1B C
Brown Advisory Growth Equity
1,587 0.93 3.2
-
 
-
. .A B
Brown Capital Management Small Company
1,874 1.35 6.9A+ A+
Bruce
386 0.81 16.3C C
Buffalo Growth
494 0.93 3.3B A
Buffalo Small Cap
3,141 1.00 9.6D C
Burnham
165 1.41 1.4F A+
Burnham Financial Services
62 1.80 11.0C C
Calamos Growth
5,188 1.29 3.0F A+
Caldwell & Orkin Market Opportunity
261 2.14 4.0C C
Calvert Capital Accumulation
309 1.53 1.8D B
Calvert Equity Port
2,597 1.22 4.3B B
Calvert Large Cap Value
88 0.98 5.8C D
Calvert Social Index
207 0.75 0.2C B
Cambiar Opportunity
782 1.21 4.5B D
Capstone Steward Small-Mid Cap Enhanced Index
111 0.92 2.0C D
CGCM Large Capitalization Growth Inv
1,537 0.69 -0.6C C
CGCM Large Capitalization Value Equity Inv
1,082 0.69 3.7B D
CGCM Small Capitalization Growth Inv
288 0.98 1.7A A
CGCM Small Capitalization Value Equity Inv
217 0.99 11.4A A+
CGM Focus
1,553 1.05 14.7A+ A
CGM Realty
1,416 0.88 17.0F B
Chase Growth
111 1.24 2.5B D
ClearBridge Aggressive Growth
6,849 1.27 2.7C C
ClearBridge All Cap Value
1,860 1.39 2.5

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