TheStreet Ratings Guide to Stock Mutual Funds 2012 Editions

• Publication date: March 2012

With the growing popularity of mutual fund investing, consumers need a reliable source to help them track and evaluate the performance of their mutual fund holdings and identify and monitor other funds as potential new investments. To fill this need, TheStreet Ratings Guide to Stock Mutual Funds offers ratings and analyses on more than 8,000 equity mutual funds, including growth funds, index funds, balanced funds and sector or international funds...

With the growing popularity of mutual fund investing, consumers need a reliable source to help them track and evaluate the performance of their mutual fund holdings and identify and monitor other funds as potential new investments. To fill this need, TheStreet Ratings Guide to Stock Mutual Funds offers ratings and analyses on more than 8,000 equity mutual funds, including growth funds, index funds, balanced funds and sector or international funds – more than any other publication.

Updated every quarter to provide the user with the latest and most accurate information

Handy Investor Profile Quiz to identify the user’s level of risk tolerance, with easy to use direction to the funds that match their risk level

Three Easy-to-use letter grade ratings for each fund - overall investment rating, performance rating and risk rating

Index of Stock Mutual Funds – with their letter-grade ratings, fund type, ticker symbol, phone number, returns over time, dividend yield, expense ratio, net assets, bull and bear market returns, initial purchase minimums and more

Analysis of Largest Stock Mutual Funds – letter-grade ratings, with additional charts and graphs for the 180+ largest retail equity mutual funds

Top 200 Mutual Funds & Bottom 200 Mutual Funds

100 Best & Worst Stock Mutual Funds based on Performance

100 Best & Worst Stock Mutual Funds based on Risk

Top-Rated Stock Mutual Funds by Risk Category & Fund Type

Helpful Appendices: What is a Mutual Fund?, Performance Benchmarks, Fund Type Descriptions, Share Class Descriptions

Available in print and online database formats

TheStreet Ratings Guide to Stock Mutual Funds makes it easy to see exactly which stocks are on the rise and which ones should be avoided. For those investors looking to tailor their mutual fund selections based on age, income, and tolerance for risk, this easy-to-use guide will help them identify those funds that are best suited to their individual needs and goals.

TheStreet Ratings Guides

TheStreet’s rating scale is extremely straightforward and easy to understand. There are no complicated number grades to interpret, no colored paper to decode, and no stars to count. Instead, each entry gets a simple, intuitive letter grade that immediately identifies the wheat from the chaff. This is one more reason why TheStreet Ratings is widely recognized as "America's Consumer Advocate for Financial Safety." The TheStreet Safety Ratings have been proven to be the most accurate available from any of the major rating agencies. Plus, unlike the other major rating agencies, TheStreet does not accept compensation from the companies it rates, and thus does not allow companies to influence the ratings they receive or to suppress the release of their ratings. In fact, the U.S. General Accounting Office (GAO) validated TheStreet’s accuracy in its Insurance Ratings study, and that same superior rating methodology is used when deriving all other ratings as well.

Investment Banking Industry

Contents

Introduction
Welcome 3
How to Use This Guide . 5
About TheStreet Investment Ratings 7
Important Warnings and Cautions 11
Section I. Index of Stock Mutual Funds 13
Section II. Analysis of Largest Stock Mutual Funds 597
Section III. Top 200 Stock Mutual Funds . 665
Section IV. Bottom 200 Stock Mutual Funds 675
Section V. Performance: 100 Best and Worst Stock Mutual Funds . 685
Section VI. Risk: 100 Best and Worst Stock Mutual Funds 695
Section VII. Top-Rated Stock Mutual Funds by Risk Category 705
Section VIII. Top-Rated Stock Mutual Funds by Fund Type . 719
Appendix
What is a Mutual Fund? 747
Investor Profile Quiz . 749
Performance Benchmarks . 753
Fund Type Descriptions 755
Share Class Descriptions 757