Compare Funds

Fund Evaluator Terms of UseUnless otherwise noted, non-load Adjusted Returns and Load Adjusted Returns are quoted as Average Annual Total Returns. Average annual total returns include changes in share price and reinvestment of dividends and capital gains. Load-adjusted returns include the effect of the fund's sales charge and all applicable recurring and non-recurring fees (including short-term trading fees). If applicable, a FundsNetwork transaction fee is not included and returns would be lower if they were. Not Load-adjusted returns do not include the effect of the fund's sales charge or any applicable recurring or non-recurring fees (including short-term trading fees) and would have been lower if this sales charge were taken into account. † The Life of Fund performance return is as of the fund's inception date which can be found by clicking on the fund name or using the Fund facts view. Please click on fund name for fee information. Mutual fund returns have sustained significant gains and losses recently due to stock market volatility in certain sectors. Current performance may be lower than the performance stated.Data provided by Morningstar, Inc.^© 2009. Although gathered from reliable sources, data accuracy cannot be guaranteed. All rights reserved. The overall Morningstar Rating^TM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating (based on a Morningstar Risk-Adjusted Return) measure that accounts for variation in a funds monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) For fund's Morningstar Ratings, click on fund name.