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Standard & Poor's


Data Provided by : S&P
S&P Star Ranks: The S&P Fund Ranking is based on a fund's 3-year Sharpe ratio. The Sharpe ratio measures the fund's risk-adjusted return. It is calculated as follows:

Fund's Return - Treasury Bill Return
Fund's Standard Deviation

When the fund is a municipal bond fund, the Treasury bill return is adjusted to reflect the tax treatment of the municipal bond fund. This measure is used in the S&P Fund Ranking.

Funds with at least three years of operating history are ranked according to how their Sharpe ratio compares to other funds in the same Style Category as follows:



A fund's 1-year, 3-year, 5-year and 10-year Style Category Ranks (referred to by Style Category name such as Large Cap Value Ranks, etc.) are shown for purposes of comparison.

Also shown in the rankings section is the fund's Broad Category Rank, (which is referred to by Broad Category name such as Domestic Equity Rank, etc.) It is also based on the fund's three-year Sharpe ratio, but it differs from the S&P Ranking and Style Category Ranks in that it compares a fund to its Broad Category peers. One limitation of the Broad Category Rank is that funds within a single Broad Category may have dissimilar objectives. Thus they may not represent a particular fund's true set of peers.

S&P's Risk Rank is based on the fund's standard deviation which is calculated from 36 monthly observations and then ranked against the fund's category. The percentage distribution of Risk Ranks are the same as the S&P Rankings. Thus, funds with standard deviations in the top 10% carry a Risk Rank of "High"; the next 20% are "Moderately High"; the middle 40% are "Moderate"; the next 20% are "Moderately Low"; and the lowest 10% carry a Risk Rank of "Low."

Standard & Poor's Mutual Fund Data Copyright © 2001 The McGraw-Hill Companies, Inc., Standard & Poor's is a division of The McGraw-Hill Companies, Inc. Reproduction of any information obtained from the Standard & Poor's Mutual Fund Data in any form is prohibited except with the written permission of S&P. Because of the possibility of human or mechanical error by S&P's sources, S&P or others, S&P does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OR MERCHANTABILITY OR FITNESS FOR A PARTICUALR PURPOSE OR USE. In no event shall S&P be liable for any indirect, special or consequential damages in connection with subscriber's or other's use of Standard & Poor's Mutual Fund Data.

 
   
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