TOPS Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return12.742.26-7.016.046.25
    Category Average15.735.33-2.327.356.42
    Assets for Each Yr*2.583.122.792.712.74
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.25 0.87 5.09

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,738 mil $0 21.58 78.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 0.32 0.45 Very Low
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    07-25-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    07-25-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    07-25-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    07-25-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure