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Fund Spy

Letter to SEC: Retirement-Fund Investors Need More Details

Target-date funds should use graphics and data to better explain their investments.

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Fund Times

DWS, Guggenheim Talks
Break Down

Plus, Leuthold manager dies, JP Morgan makes
a manager change, and more.

Top Category Return %

Bear Market Long Government High Yield Muni
View More Return Periods
1-Mo 6.30 4.73 1.45
1-Yr -9.66 31.68 15.18
3-Yr -25.65 14.46 11.08

Bottom Category Return %

Latin America Stock India Equity Equity Precious Metals
View More Return Periods
1-Mo -14.87 -13.42 -10.57
1-Yr -23.34 -25.96 -28.49
3-Yr 8.81 1.74 3.08

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Fund Family Research & Data

Vanguard | 111 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 04/30/2012
Domestic Stock 3.5 43.08
International Stock 3.3 8.65
Municipal Bond 3.7 6.03
Taxable Bond 3.8 23.04

American Funds | 42 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 04/30/2012
Domestic Stock 3.2 37.30
International Stock 4.1 27.96
Municipal Bond 2.7 1.91
Taxable Bond 2.4 9.31

Fidelity Investments | 329 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 04/30/2012
Domestic Stock 3.1 44.85
International Stock 3.3 9.71
Municipal Bond 4.0 2.76
Taxable Bond 3.5 17.77

PIMCO | 79 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 04/30/2012
Domestic Stock 3.8 0.70
International Stock 4.9 1.98
Municipal Bond 1.7 0.35
Taxable Bond 4.6 80.13

Franklin Templeton Investment Funds | 110 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 04/30/2012
Domestic Stock 3.3 12.64
International Stock 3.4 17.70
Municipal Bond 3.2 19.72
Taxable Bond 3.8 26.55

T. Rowe Price | 109 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 04/30/2012
Domestic Stock 3.9 43.11
International Stock 3.1 10.22
Municipal Bond 4.2 3.54
Taxable Bond 3.6 15.11
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