Mutual Fund Scoreboard

Story: Meet The Funds That Perform

Table: For Closed-End Funds, It's Open Season

Welcome to BusinessWeek's interactive Mutual Fund Scoreboard, a tool that's updated each month to show how funds are performing. Scan the listings, or enter a fund name or ticker symbol to pull up a specific fund. Click on the fund's name and you'll get a pop-up with more information. Clicking on the headers will sort the scoreboard by the column's criteria.


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Data as of April 30, 2008
Fund Name
 BW
Overall
Rating
 Fund
Category
 BW
Category
Rating
 Assets
($ Mil.)
 1 Yr.
Assets Change
(%)
 Sales
Charge
 Expense
Ratio
 PRETAX RETURNS
 Turnover
 Cash
(%)
 12-Mo.
Yield
(%)
 Risk
 Foreign
(%)
 P-E
Ratio
 Untaxed
Gains
(%)
1-Mo.
 3-Mo.
 Year-
to-
date
 12-Mo.
 3-Yr.
 5-Yr.
 10-Yr.
Acadian Emerging Markets (AEMGX)  A Diversified Emerging Mkts  A 1,050.3 22.7   No  
  load  		 1.39   9.3 12.5 -2.0 33.8 37.3 41.0 18.4  Average 5.9 1.2  High 100.0   11.0 36.2
AIM Asia Pacific Growth A (ASIAX)  A Pacific/Asia ex-Japan Stk  C 468.7 5.5   5.5a 1.62c 1.9 -1.2 -10.8 5.7 25.0 28.9 12.6  Average 3.9 0.7  Below
Average		 100.0   9.3 22.1
AIM Developing Markets A (GTDDX)  A Diversified Emerging Mkts  C- 932.2 22.1   5.5a 1.75c 4.6 0.9 -9.2 8.8 31.8 34.3 10.5  Average 6.7 0.7  Above
Average		 100.0   8.9 22.3
AIM Energy A (IENAX)  A Specialty-Natural Res  B 972.1 65.8   5.5   1.17c 11.9 20.8 9.2 39.7 34.7 35.0 NA  Average 3.3 0.0  Average 20.3   7.4 26.8
AIM European Growth A (AEDAX)  A Europe Stock  B 923.8 -12.5   5.5a 1.48c 2.4 4.6 -6.4 -4.0 19.6 25.1 13.9  Low 7.7 1.3  Above
Average		 100.0   8.7 31.0
AIM European Small Company A (ESMAX)  A Europe Stock  A 258.7 -39.9   5.5a 1.55c 2.1 11.3 -2.6 -9.7 25.2 36.2 NA  Low 9.4 1.5  Above
Average		 100.0   9.4 47.4
AIM International Small Company A (IEGAX)  A Foreign Small/Mid Growth  A 573.4 -20.3   5.5a 1.55c 4.0 4.6 -6.6 -3.4 25.0 34.0 NA  Average 9.3 1.4  Above
Average		 100.0   10.9 26.3
AllianceBernstein Great China '97 A (GCHAX)  A Pacific/Asia ex-Japan Stk  C 59.3 12.5   4.3   1.63c 10.0 5.3 -12.2 23.1 32.8 33.6 15.8  Average 2.8 0.3  Above
Average		 100.0   6.1 48.4
AllianceBernstein Intl Growth A (AWPAX)  A Foreign Large Blend  B+ 2,138.3 43.1   4.3   1.27c 6.6 5.8 -4.0 3.2 19.6 24.5 9.4  High 4.4 0.8  High 99.0   7.9 12.2
Allianz NACM Pacific Rim A (PPRAX)  A Diversified Pacific/Asia  B+ 115.5 -0.3   5.5a 1.75c 5.2 0.8 -6.0 5.9 24.7 29.5 NA  Average 5.5 0.0  Average 100.0   7.0 9.3
Alpine International Real Estate (EGLRX)  A Specialty-Real Estate  A 2,082.9 32.0   No  
  load  		 1.16   5.8 1.4 -8.1 -14.2 14.9 24.9 11.8  Low 10.0 1.4  Average 93.3   6.9 -8.7
American Beacon Emerging Mkts Plan (AAEPX)  A Diversified Emerging Mkts  C- 12.0 62.2   No  
  load  		 1.92c 8.1 6.0 -5.3 19.4 30.3 32.7 NA  High 6.0 0.4  Below
Average		 99.5   8.5 12.3
American Century Emerging Markets Inv (TWMIX)  A Diversified Emerging Mkts  C 921.7 31.8   No  
  load  		 1.66   7.8 5.2 -9.6 18.7 36.6 35.4 13.8  High 0.3 0.9  High 100.0   7.1 20.1
American Century Intl Discovery Inv (TWEGX)  A Foreign Small/Mid Growth  C 1,579.2 -1.4   No  
  load  		 1.36   3.0 4.3 -7.8 3.7 27.6 27.6 13.7  Very High 0.4 0.4  Above
Average		 100.0   5.9 6.4
American Century Intl Opport Inv (AIOIX)  A Foreign Small/Mid Growth  B 162.9 -21.1   No  
  load  		 1.81   0.8 0.8 -12.4 -7.5 21.0 30.3 NA  Very High 1.9 0.5  High 100.0   6.5 -3.4
American Funds EuroPacific Gr A (AEPGX)  A Foreign Large Blend  B+ 59,931.4 0.2   5.8   0.75c 4.3 3.8 -4.0 6.6 19.7 22.0 10.2  Low 8.4 1.9  Below
Average		 99.7   8.1 31.8
American Funds New World A (NEWFX)  A Diversified Emerging Mkts  D 13,886.6 37.1   5.8   1.02c 5.0 4.4 -3.3 18.4 28.1 28.4 NA  Low 12.2 1.9  Low 95.5   7.4 -10.1
Artisan International Small Cap (ARTJX)  A Foreign Small/Mid Growth  B+ 1,224.0 5.7   No  
  load  		 1.53c 4.7 7.7 -6.9 8.8 24.5 29.6 NA  Average 8.8 0.8  Average 100.0   7.1 25.6
Artisan International Value (ARTKX)  A Foreign Small/Mid Value  B 1,297.1 -32.6   No  
  load  		 1.25c 1.9 1.3 -3.5 -8.6 13.3 22.2 NA  Average 3.7 1.9  Below
Average		 93.6   7.6 4.5
Bernstein Emerging Markets (SNEMX)  A Diversified Emerging Mkts  B+ 3,028.4 12.6   No  
  load  		 1.53c 8.6 9.2 -2.0 22.6 30.0 37.8 17.2  Average 0.9 0.9  Average 98.9   8.9 26.8
Birmiwal Oasis (BIRMX)  A Small Blend  A 20.5 -5.1   No  
  load  		 5.06   7.7 4.1 -17.1 -1.1 30.0 37.6 NA  Very High 37.0 0.0  High 73.2   14.6 -18.6
BlackRock Glb Emerging Mkts A (MDDCX)  A Diversified Emerging Mkts  D 159.9 15.1   5.3a 1.66c 8.4 6.3 -4.2 23.9 32.2 33.1 11.1  Very High 5.0 0.0  Above
Average		 99.0   7.8 14.0
BlackRock Global Resources Inv A (SSGRX)  A Specialty-Natural Res  B+ 944.4 43.2   5.3a 1.28   15.0 21.0 15.3 41.9 33.2 42.0 21.0  Low 4.5 3.2  Above
Average		 28.1   5.3 49.6
BlackRock International Opp A (BREAX)  A Foreign Small/Mid Growth  B 570.1 11.8   5.3a 1.60   3.1 5.1 -2.3 4.5 26.5 29.3 19.5  High 9.5 2.3  Average 100.0   7.7 13.7
BlackRock Latin America A (MDLTX)  A Latin America Stock  NR 481.8 92.8   5.3a 1.53c 11.7 14.4 7.6 39.6 52.4 49.0 19.6  High 1.9 0.8  Above
Average		 100.0   6.8 29.1
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Data: Morningstar, Inc.

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