The iM Fund Rating System identifies funds which may provide better returns than a benchmark index-fund by measuring fund performance. Funds evaluated are listed below. A particular fund may have Twin Funds, or same class funds. The difference being variations in administrative attributes, e.g. front and back loads, availability limitations, etc. These same class funds are also included in the rating as there would be small variations in performance — the fund managers and fund philosopy remains the same within the class. However, front loaded funds are not suited for regular savings. Links to the relevant pages of Yahoo and Morningstar are also provided.
The ratings range from a grossly underperforming ‘E’ to a good outperforming ‘A’. The ratings are derived from the most recent past 1-yr and 5-yr Rolling Performances, shown as “1yr(5yr)” e.g. A(B). Performance is relative SPY, the SPDR S&P 500 ETF.
Navigation hint: If you are looking for a particular fund, type Crtl-F, and your browser opens a search box to search the page. Enter your fund ticker and your browser will find the fund, if listed, on this page.
Fund missing? Request a rating.
Funds Updated to December 31, 2015
Fund Family: Alger |
||
 |
ASPCX C(B) |
Alger Spectra C $5.72B | Large Growth |
Fund Family: AllianceBernstein |
||
 |
ABVAX D(E) |
AB Value A $0.4B | Large Value |
Fund Family: American Funds |
||
 |
AFIBX C(D) |
American Funds Fundamental Invs B $74.42B | Large Blend |
 |
AICBX D(E) |
American Funds Invmt Co of Amer B $74.29B | Large Blend |
 |
AMFBX D(E) |
American Funds American Mutual B $35.75B | Large Value |
 |
WSHBX C(E) |
American Funds Washington Mutual B $77.63B | Large Value |
Fund Family: BlackRock |
||
 |
BMCIX D(D) |
BlackRock US Opportunities Instl $1.46B | Mid-Cap Growth |
 |
CMGIX D(B) |
BlackRock Mid-Cap Growth Equity Instl $0.522B | Mid-Cap Growth |
 |
MABAX E(E) |
BlackRock Basic Value Instl $3.93B | Large Value |
 |
MALHX C(C) |
BlackRock Large Cap Growth Instl $1.18B | Large Growth |
Fund Family: Bridgeway |
||
 |
BRLGX C(A) |
Bridgeway Large-Cap Growth $0.169B | Large Growth |
Fund Family: Chesapeake |
||
 |
CHCGX B(C) |
Chesapeake Core Growth $0.029B | Large Growth |
Fund Family: Clipper Fund |
||
 |
CFIMX B(C) |
Clipper $1.23B | Large Blend |
Fund Family: Deutsche Asset & Wealth Mngt |
||
 |
KDHRX D(E) |
Deutsche CROCI Equity Dividend R $1.02B | Large Value |
 |
SDGRX C(B) |
Deutsche Capital Growth R $1.66B | Large Growth |
Fund Family: Dimensional Fund Advisors |
||
 |
DFSVX D(E) |
DFA US Small Cap Value I $12.12B | Small Value |
Fund Family: Dodge & Cox |
||
 |
DODGX D(D) |
Dodge & Cox Stock $56.98B | Large Value |
Fund Family: Dreyfus |
||
 |
DAGVX D(D) |
Dreyfus Strategic Value A $1.62B | Large Value |
Fund Family: Fidelity Investments |
||
 |
FBCVX D(D) |
Fidelity Blue Chip Value $0.495B | Large Value |
 |
FBGRX C(A) |
Fidelity Blue Chip Growth $20.99B | Large Growth |
 |
FCNTX C(B) |
Fidelity Contrafund $111.25B | Large Growth |
 |
FDESX D(D) |
Fidelity Advisor Diversified Stock O $1.83B | Large Blend |
 |
FDGFX D(D) |
Fidelity Dividend Growth $7.91B | Large Blend |
 |
FDGRX C(A) |
Fidelity Growth Company $41.13B | Large Growth |
 |
FDTTX D(E) |
Fidelity Advisor Capital Development A $2.84B | Large Growth |
 |
FFIDX C(D) |
Fidelity $4.97B | Large Growth |
 |
FGRIX D(D) |
Fidelity Growth & Income Portfolio $6.6B | Large Blend |
 |
FLCSX D(C) |
Fidelity Large Cap Stock $2.88B | Large Blend |
 |
FLGEX C(B) |
Fidelity Large Cap Growth Enhanced Idx $0.459B | Large Growth |
 |
FLPSX D(D) |
Fidelity Low-Priced Stock $41.5B | Mid-Cap Value |
 |
FMCSX D(E) |
Fidelity Mid-Cap Stock $7.63B | Mid-Cap Growth |
 |
FOCPX D(A) |
Fidelity OTC Portfolio $13.45B | Large Growth |
 |
FSIDX D(E) |
Fidelity Advisor Strategic Div & Inc I $4.37B | Aggressive Allocation |
 |
FTQGX D(D) |
Fidelity Focused Stock $1.9B | Large Growth |
Fund Family: Franklin Templeton Investments |
||
 |
FLCIX C(E) |
Franklin Large Cap Equity Adv $0.212B | Large Growth |
 |
FLCVX D(E) |
Franklin Large Cap Value C $0.206B | Large Value |
 |
FRBSX D(E) |
Franklin Balance Sheet Investment A $1.08B | Mid-Cap Value |
 |
FRSIX E(E) |
Franklin Small-Mid Cap Growth C $3.82B | Mid-Cap Growth |
 |
TEMTX D(E) |
Franklin Mutual Shares C $15.36B | Large Value |
Fund Family: Glenmede |
||
 |
GTLLX C(A) |
Glenmede Large Cap Growth $2.02B | Large Growth |
 |
GTLOX C(A) |
Glenmede Large Cap Core Port $1.69B | Large Blend |
Fund Family: Goldman Sachs |
||
 |
GCGIX C(A) |
Goldman Sachs Large Cap Gr Insghts Instl $0.807B | Large Growth |
 |
GCSIX D(E) |
Goldman Sachs Small Cap Eq Insghts Instl $0.146B | Small Blend |
 |
GCVIX D(D) |
Goldman Sachs Large Cp Val Insghts Instl $0.389B | Large Value |
 |
GSELX D(C) |
Goldman Sachs US Equity Insights Instl $0.471B | Large Blend |
 |
GSIIX D(D) |
Goldman Sachs Growth and Inc Instl $0.438B | Large Value |
 |
GSLIX D(D) |
Goldman Sachs Large Cap Value Instl $1.38B | Large Value |
 |
GSPIX C(B) |
Goldman Sachs Capital Growth Instl $0.957B | Large Growth |
 |
GSSIX D(D) |
Goldman Sachs Small Cap Value Instl $5.98B | Small Blend |
 |
GSTIX C(B) |
Goldman Sachs Strategic Growth Instl $0.417B | Large Growth |
Fund Family: Hartford Mutual Funds |
||
 |
HAIAX C(A) |
Hartford Core Equity A $0.635B | Large Blend |
Fund Family: Janus |
||
 |
JANDX C(B) |
Janus D $8.16B | Large Growth |
 |
JANEX D(C) |
Janus Enterprise D $6.44B | Mid-Cap Growth |
 |
JIRMX C(C) |
INTECH US Core D $0.638B | Large Growth |
 |
JMCVX E(E) |
Perkins Mid Cap Value T $4.63B | Mid-Cap Value |
 |
JNGIX C(D) |
Janus Growth & Income D $4.2B | Large Blend |
 |
JNRFX C(B) |
Janus Research D $4.81B | Large Growth |
 |
JNTFX B(C) |
Janus Twenty D $9.27B | Large Growth |
Fund Family: JPMorgan |
||
 |
HLIEX D(D) |
JPMorgan Equity Income Select $10.69B | Large Value |
 |
HLQVX D(C) |
JPMorgan Large Cap Value Select $0.74B | Large Value |
 |
JDSCX D(E) |
JPMorgan Dynamic Small Cap Growth Sel $0.442B | Small Growth |
 |
JMUEX C(C) |
JPMorgan US Equity Instl $13.47B | Large Blend |
 |
JPIEX D(C) |
JPMorgan Disciplined Equity Instl $8.3B | Large Blend |
 |
JUSSX D(C) |
JPMorgan US Small Company Instl $1.12B | Small Blend |
 |
OGGFX D(D) |
JPMorgan Small Cap Growth Select $1.18B | Small Growth |
 |
PSOPX D(E) |
JPMorgan Small Cap Value Select $1.9B | Small Value |
 |
SEEGX C(B) |
JPMorgan Large Cap Growth Select $16.03B | Large Growth |
 |
UBVLX C(B) |
Undiscovered Mgrs Behavioral Value Inst $3.31B | Small Value |
 |
VGIIX D(C) |
JPMorgan Growth & Income Sel $0.493B | Large Value |
 |
VHIAX C(A) |
JPMorgan Growth Advantage A $6.34B | Large Growth |
 |
VSEIX D(D) |
JPMorgan Small Cap Equity Sel $2.9B | Small Blend |
 |
VSSCX D(C) |
JPMorgan Small Cap Core Select $0.783B | Small Blend |
 |
WOOPX D(C) |
JPMorgan Intrepid Mid Cap Select $0.901B | Mid-Cap Blend |
Fund Family: Morgan |
||
 |
MGELX A(A) |
Morgan Stanley Inst Opportunity L $0.308B | Large Growth |
Fund Family: Morgan Stanley |
||
 |
CPODX C(B) |
Morgan Stanley Multi Cap Growth I $0.376B | Large Growth |
 |
MSEGX C(A) |
Morgan Stanley Inst Growth A $3.67B | Large Growth |
 |
MSEQX C(A) |
Morgan Stanley Inst Growth I $3.67B | Large Growth |
 |
MSSGX E(E) |
Morgan Stanley Inst Small Co Gr I $1.65B | Small Growth |
 |
TLGUX C(C) |
Consulting Group Large Cap Growth $1.36B | Large Growth |
 |
TLVUX D(E) |
Consulting Group Large Cap Value Equity $1.23B | Large Value |
 |
TSGUX E(D) |
Consulting Group Small Cap Growth $0.222B | Small Growth |
 |
TSVUX D(E) |
Consulting Group Small Cap Value Equity $0.216B | Small Value |
Fund Family: Natixis Funds |
||
 |
LGRRX B(A) |
Loomis Sayles Growth A $1.61B | Large Growth |
Fund Family: Oak Associates |
||
 |
WOGSX B(C) |
White Oak Select Growth $0.263B | Large Growth |
Fund Family: OppenheimerFunds |
||
 |
MSIGX C(C) |
Oppenheimer Main Street A $7.23B | Large Blend |
 |
OEQAX D(D) |
Oppenheimer Equity A $1.6B | Large Growth |
 |
OPMSX E(E) |
Oppenheimer Main Street Mid Cap A $3.19B | Mid-Cap Blend |
 |
OPTFX C(C) |
Oppenheimer Capital Appreciation A $5.34B | Large Growth |
 |
OYRDX C(E) |
Oppenheimer Rising Dividends Y $5.28B | Large Blend |
Fund Family: PNC Funds |
||
 |
PEWAX C(B) |
PNC Large Cap Growth A $0.096B | Large Growth |
Fund Family: PRIMECAP Odyssey Funds |
||
 |
POGRX C(B) |
PRIMECAP Odyssey Growth $6.42B | Large Growth |
 |
POSKX C(C) |
PRIMECAP Odyssey Stock $5.18B | Large Blend |
Fund Family: ProFunds |
||
 |
OTPSX E(E) |
ProFunds NASDAQ-100 Svc $0.094B | Large Growth |
Fund Family: Prudential Investments |
||
 |
PJFAX B(A) |
Prudential Jennison Growth A $3.62B | Large Growth |
Fund Family: Rydex Funds |
||
 |
RYATX B(A) |
Rydex NASDAQ-100 A $1.25B | Large Growth |
|
RYATX B(A) |
Rydex NASDAQ-100 A $1.25B | Large Growth |
Fund Family: SEI |
||
 |
SCPAX C(E) |
SEI Large Cap Disciplined Eq A (SIIT) $3.86B | Large Blend |
 |
SELCX C(C) |
SEI Large Cap Growth A (SIMT) $1.57B | Large Growth |
 |
TMLCX D(D) |
SEI Tax-Managed Large Cap A (SIMT) $3.51B | Large Blend |
 |
TRMVX D(E) |
SEI Large Cap Value A (SIMT) $1.39B | Large Value |
Fund Family: Shelton Capital Management |
||
 |
NASDX B(A) |
Shelton Nasdaq-100 Index Direct $0.279B | Large Growth |
Fund Family: SPDR State Street Global Advisors |
||
 |
SPY C(C) |
SPDR S&P 500 ETF $180.51B | Large Blend |
Fund Family: T. Rowe Price |
||
 |
PRGFX B(A) |
T. Rowe Price Growth Stock $46.17B | Large Growth |
 |
PRGIX C(C) |
T. Rowe Price Growth & Income $1.59B | Large Growth |
 |
PRNHX C(A) |
T. Rowe Price New Horizons $15.93B | Small Growth |
 |
PRWAX B(B) |
T. Rowe Price New America Growth $4.49B | Large Growth |
 |
PRWCX C(D) |
T. Rowe Price Capital Appreciation $24.81B | Moderate Allocation |
 |
RPMGX C(B) |
T. Rowe Price Mid-Cap Growth $25.36B | Mid-Cap Growth |
 |
TPLGX B(A) |
T. Rowe Price Instl Large Cap Core Gr $2.1B | Large Growth |
 |
TRBCX B(A) |
T. Rowe Price Blue Chip Growth $31.01B | Large Growth |
 |
TRULX B(B) |
T. Rowe Price US Large-Cap Core $0.189B | Large Blend |
Fund Family: Thrivent |
||
 |
AAAGX B(B) |
Thrivent Large Cap Growth A $0.711B | Large Growth |
Fund Family: TIAA-CREF Mutual Funds |
||
 |
QCGRRX C(B) |
CREF Growth Account (R1) $22.29B | Large Growth |
 |
QCSTRX D(E) |
CREF Stock Account (R1) $117.37B | Large Blend |
 |
TIGRX C(C) |
TIAA-CREF Growth & Income Instl $4.91B | Large Growth |
 |
TILIX C(B) |
TIAA-CREF Large-Cap Gr Idx Instl $2.86B | Large Growth |
 |
TILVX D(D) |
TIAA-CREF Large-Cap Value Idx Inst $3.45B | Large Value |
 |
TIMVX D(D) |
TIAA-CREF Mid-Cap Value Instl $5.16B | Mid-Cap Value |
 |
TISEX D(D) |
TIAA-CREF Small-Cap Equity Instl $3B | Small Growth |
 |
TRPWX D(D) |
TIAA-CREF Mid-Cap Growth Instl $1.74B | Mid-Cap Growth |
Fund Family: USAA |
||
 |
USNQX B(A) |
USAA NASDAQ-100 Index $0.932B | Large Growth |
Fund Family: VALIC |
||
 |
VACVX D(D) |
VALIC Company II Large Cap Value $0.2B | Large Value |
 |
VCNIX B(A) |
VALIC Company I NASDAQ-100 Index $0.335B | Large Growth |
 |
VCSRX C(B) |
VALIC Company II Socially Responsible $0.761B | Large Blend |
Fund Family: Vanguard |
||
 |
NAESX D(D) |
Vanguard Small Cap Index Inv $56B | Small Blend |
 |
VDIGX C(D) |
Vanguard Dividend Growth Inv $26.22B | Large Blend |
 |
VEIPX C(D) |
Vanguard Equity-Income Inv $19.35B | Large Value |
 |
VFINX C(C) |
Vanguard 500 Index Inv $221.25B | Large Blend |
 |
VFTSX C(B) |
Vanguard FTSE Social Index Inv $2.02B | Large Blend |
 |
VIMSX D(C) |
Vanguard Mid Cap Index Inv $67.02B | Mid-Cap Blend |
 |
VMRGX C(C) |
Vanguard Morgan Growth Inv $11.95B | Large Growth |
 |
VPMAX C(A) |
Vanguard PRIMECAP Adm $46.19B | Large Growth |
 |
VQNPX C(C) |
Vanguard Growth & Income Inv $6.34B | Large Blend |
 |
VRGWX C(D) |
Vanguard Russell 1000 Growth Index I $2.19B | Large Growth |
 |
VSLIX C(B) |
Vanguard Structured Large-Cap Eq I $0.59B | Large Blend |
 |
VTSMX C(C) |
Vanguard Total Stock Mkt Idx Inv $404.24B | Large Blend |
 |
VUVLX D(C) |
Vanguard US Value Inv $1.32B | Large Value |
 |
VWUSX C(B) |
Vanguard US Growth Inv $7B | Large Growth |
Fund Family: Wasatch |
||
 |
WAAEX E(E) |
Wasatch Small Cap Growth $2.14B | Small Growth |
Fund Family: Wells Fargo Advantage |
||
 |
EKJYX C(C) |
Wells Fargo Premier Large Co Gr Inst $5.12B | Large Growth |
 |
EOMYX D(D) |
Wells Fargo Omega Growth Admin $0.887B | Large Growth |
 |
ESPIX D(D) |
Wells Fargo Special Small Cap Value Adm $0.778B | Small Value |
 |
EVSYX C(B) |
Wells Fargo Disciplined U.S. Core Admin $0.523B | Large Value |
 |
NVSOX D(D) |
Wells Fargo Small Cap Opportunities Adm $0.281B | Small Blend |
 |
SENAX D(E) |
Wells Fargo Enterprise A $0.679B | Mid-Cap Growth |
 |
SGRNX D(D) |
Wells Fargo Growth Inst $9.38B | Large Growth |
Leave a Reply
You must be logged in to post a comment.