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As of Month Ending April 2019
All risk and return metrics computed using monthly total returns, excluding any load, from Lipper Global Data Feed for U.S. funds and apply to display period indicated. The ratings methodology does not account for survivorship bias or category drift.

Some tips to using the table:
  • Sorting: Click headers to sort rows (hold Shift key for secondary/tertiary sorts).
  • Definitions: Hover over headers for short definitions of column metrics.
  • View: Set number of rows or eliminate empty cell dashes.
  • Export: Copy or Save results table in CSV format, or generate printer-friendly PDF.
  • Selection: Select individual rows (funds) by clicking on any non-hyperlinked cell in the row.
  • Hyperlinks: Symbols are hyperlinked to Risk Profiles. Categories hyperlinked to QuickSearch results of their respective categories.
  • Reset: Click "Reset" button to return to original search result and sort order.
Brief key to some table metrics (see Definitions page for complete and detailed glossary):


  • Great Owl:  GO  funds are top qunitile funds in their categories based on Martin for periods of 20, 10, 5 and 3 years, as applicable, oldest share class (OSC) only.


  • Fund Alarm Ratings: Three Alarm  TA  for bottom quintile absolute return in category for past 5, 3, and 1 year periods, OSC only; Honor Roll  HR  for top quintile.


  • Dash: An in-table dash (or empty cell) indicates the metric is not available or applicable.


  • Selected Search Criteria



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