Top Category Return %

Volatility Trading-Inverse Equity Trading-Leveraged Debt
View More Return Periods
1-Mo 14.93 10.70 8.15
1-Yr -- -15.93 20.60
3-Yr -- -24.24 5.78

Bottom Category Return %

Trading-Leveraged Commodities Equity Energy Natural Resources
View More Return Periods
1-Mo -23.20 -13.15 -11.08
1-Yr -7.94 -8.30 -6.58
3-Yr 1.60 5.14 2.58

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Fund Family Research & Data

Vanguard | 109 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 47.88
International Stock 3.1 9.70
Municipal Bond 3.8 4.50
Taxable Bond 3.4 18.09

American Funds | 58 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.3 37.66
International Stock 3.6 28.36
Municipal Bond 3.3 1.53
Taxable Bond 2.2 6.98

Fidelity Investments | 353 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.5 47.92
International Stock 3.6 10.76
Municipal Bond 3.9 1.95
Taxable Bond 3.5 14.34

PIMCO | 92 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.4 1.49
International Stock 3.6 3.28
Municipal Bond 1.9 0.33
Taxable Bond 3.8 75.38

Franklin Templeton Investment Funds | 113 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 10/31/2013
Domestic Stock 3.3 12.33
International Stock 3.4 16.19
Municipal Bond 3.2 14.20
Taxable Bond 3.8 24.23

T. Rowe Price | 130 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 43.54
International Stock 3.2 9.58
Municipal Bond 4.0 2.83
Taxable Bond 3.4 12.37