TOPS Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-7.016.0414.34-7.464.89
    Category Average-2.337.3613.32-6.297.42
    Assets for Each Yr*2.792.712.852.432.41
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.89 4.61 1.79

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,409 mil $0 23.91 76.09
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    06-13-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    06-13-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    06-13-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    06-13-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure