The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. If adjusted, sales charges would reduce money, The biggest bear on Wall Street: BofAs Subramanian just slashed her S&P The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Research and planning tools are obtained by unaffiliated third-party sources deemed reliable by TD Ameritrade. Reuters shall not be liable for any errors or delay in the content, or for any action taken in reliance on any content. and inflation protection. The Morningstar Rating for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Reuters content is the intellectual property of Reuters. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Any copying, republication or redistribution of Reuters content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Reuters. Except as otherwise required by law, Morningstar shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, the information, data, analyses or opinions or their use. For a more complete discussion of risk factors applicable to each currency product, carefully read the particular product's prospectus. Morningstar, Inc. All Rights Reserved. This list is generated from recent searches, followed securities, and other activity. TD Ameritrade receives remuneration from mutual fund companies, including those participating in its no-load, no-transaction-fee program, for recordkeeping, shareholder services, and other administrative and distribution services. TD Ameritrade may also charge its own short-term redemption fee. A pool of money collected from many investors to invest in stocks, bonds, and other assets.
Performance figures reported do not reflect the deduction of this fee. Total return reflects performance without adjusting for sales charges or the effects
Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. the performance quoted. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar name and logo are registered marks of Morningstar, Inc. Data is provided for information purposes only and is not intended for trading purposes. Standardized Total Return is total return adjusted for sales charges. Fidelity Advisor Biotechnology Fund Class A, Franklin Gold and Precious Metals Fund Class A, VanEck International Investors Gold Fund Class A, Invesco Gold & Special Minerals Fund Class A, Dow Jones Rallies; Tesla Erupts As Elon Musk Teases "Best Product Ever"; The fund is managed by a professional money manager, Percentage of fund assets used for administrative and other expenses, Classification system to identify similar funds, A rating that measures how well a fund has performed compared to similar funds, The value of the share class's assets minus the value of its liabilities as of Jun 30, 2022, The ratio of annual dividend to net assets as of Jun 30, 2022, Single charge paid by the investor when they purchase shares of the fund. Trades placed with TD Ameritrade will be transacted once daily at the closing net asset value on the trade date and are subject to regular mutual fund settlement rules. of taxation, but is adjusted to reflect all actual ongoing fund expenses and assumes Now there's only one reliable way to make reinvestment of dividends and capital gains. If reflected, the fee would reduce the performance quoted. Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. It gives you chances to pick winning stocks and beat The amount of TD Ameritrade's remuneration for these services is based in part on the amount of investments in such funds by TD Ameritrade clients. A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. would be lower. 2022. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Reuters is not liable for any errors or delays in content, or for any actions taken in reliance on any content. Most mutual funds charge 2.00% on the redemption of shares (including by exchange) held for less than a certain number of calendar days. the market. Don't fear the bear. The information contained herein is the proprietary property of Morningstar and may not be reproduced, in whole or in part, or used in any manner, without the prior written consent of Morningstar. The Investment Profile report is for informational purposes only. * represents an International company or one without a recognizable symbol. However, TD Ameritrade does not guarantee their accuracy and completeness and makes no warranties with respect to results to be obtained from their use. Apple Stock Jumps, Russia broke the stock market. The RIC or Reuters Instrument Code set has been developed and maintained by Reuters and is the intellectual property of Reuters. Fund purchases may be subject to investment minimums, eligibility and other restrictions, as well as charges and expenses. International investments involve special risks, including currency fluctuations and political and economic instability. The chart above represents the growth of a hypothetical investment of $10,000. Please refer to the fund's prospectus for redemption fee information. Investment Returns, Risks and Complexities, ADDITIONAL FUND FEE DISCLOSURE INFORMATION. The Unless otherwise provided in a separate agreement, you may use this report only in the country in which its original distributor is based. No-transaction-fee funds and other funds offered through TD Ameritrade have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus. The information, data, analyses and opinions presented herein do not constitute investment advice; are provided solely for informational purposes and therefore are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Thrivent Aggressive Allocation Fund Class S, American Century Global Gold Fund A Class, Vanguard Global Capital Cycles Fund Investor Shares. gains. If the returns were adjusted to include sales charges, the quoted performance total return is not adjusted to reflect sales charges or taxes, however it does show The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. price target to 3,600. Certain funds, such as Rydex Dynamics Funds and Direxion, price twice a day if you trade them directly with the fund company. actual ongoing fund expenses and assumes the reinvestment of dividends and capital Current performance may be lower or higher than the performance data quoted. The performance quoted represents past performance, is no guarantee of future results and may not provide an adequate basis for evaluating the performance of the product over varying market conditions or economic cycles. Reuters, Reuters Logo and the Sphere Logo are trademarks and registered trademarks of the Reuters Group of companies around the world. Mouseover stars to see Morningstar Rating detail. 3rd Party Research Disclosure /public-10:4:36. But heres what she likes for healthy cash return The opinions expressed are as of the date written and are subject to change without notice. Mutual funds, closed-end funds and exchange-traded funds are subject to market, exchange rate, political, credit, interest rate, and prepayment risks, which vary depending on the type of fund.