Overall Rating is based on the 3-, 5- and 10-year Morningstar Risk-Adjusted Returns and accounts for variation in a fund's monthly performance. The overall rating includes effects of sales charges, loads and redemption fees, whereas the load-waived rating does not. Load-waived ratings for Class A shares should only be considered by investors who are not subject to a front-end sales charge. Contact your financial professional to determine whether you are eligible to purchase Class A shares without paying the front-end load. Other classes may be rated differently.
Balanced:
Overall: As of 12/31/09 the Fund was rated 5 stars out of 953 funds, 5 stars out of 786 funds and 3 stars out of 441 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 5 stars out of 953 funds, 5 stars out of 786 funds and 3 stars out of 441 funds for the 3-, 5- and 10-year periods, respectively.
Disciplined Value:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 1104 funds, 4 stars out of 912 funds and 4 stars out of 459 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 1104 funds, 4 stars out of 912 funds and 4 stars out of 459 funds for the 3-, 5- and 10-year periods, respectively.
Large Cap Equity:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 1548 funds, 5 stars out of 1276 funds and 4 stars out of 698 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 5 stars out of 1548 funds, 5 stars out of 1276 funds and 4 stars out of 698 funds for the 3-, 5- and 10-year periods, respectively.
Mid Cap Equity:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 727 funds and 3 stars out of 631 funds for the 3- and 5-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 3 stars out of 727 funds and 3 stars out of 631 funds for the 3- and 5-year periods, respectively.
Rainier Growth:
Overall: As of 12/31/09 the Fund was rated 2 stars out of 1548 funds and 3 stars out of 1276 funds for the 3- and 5-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 3 stars out of 1548 funds and 3 stars out of 1276 funds for the 3- and 5-year periods, respectively.
Small Company:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 566 funds, 4 stars out of 467 funds and 4 stars out of 243 funds for the 3-, 5- and 10-year periods, respectively.
Sovereign Investors:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 1757 funds, 4 stars out of 1376 funds and 4 stars out of 710 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 5 stars out of 1757 funds, 4 stars out of 1376 funds and 4 stars out of 710 funds for the 3-, 5- and 10-year periods, respectively.
U.S. Core:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 1757 funds for the 3-year period.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 1757 funds for the 3-year period.
U.S. Global Leaders Growth:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 1548 funds, 2 stars out of 1276 funds and 4 stars out of 698 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 1548 funds, 3 stars out of 1276 funds and 4 stars out of 698 funds for the 3-, 5- and 10-year periods, respectively.
Financial Industries:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 108 funds, 3 stars out of 101 funds and 2 stars out of 64 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 3 stars out of 108 funds, 3 stars out of 101 funds and 2 stars out of 64 funds for the 3-, 5- and 10-year periods, respectively.
Regional Bank:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 108 funds, 3 stars out of 101 funds and 3 stars out of 64 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 3 stars out of 108 funds, 3 stars out of 101 funds and 3 stars out of 64 funds for the 3-, 5- and 10-year periods, respectively.
Global Opportunities:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 542 funds for the 3-year period.
Load-Waived: As of 12/31/09 the Fund was rated 5 stars out of 542 funds for the 3-year period.
International Growth:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 635 funds for the 3-year period.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 635 funds for the 3-year period.
Bond:
Overall: As of 12/31/09 the Fund was rated 2 stars out of 978 funds, 3 stars out of 866 funds and 3 stars out of 496 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 3 stars out of 978 funds, 3 stars out of 866 funds and 4 stars out of 496 funds for the 3-, 5- and 10-year periods, respectively.
Strategic Income:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 175 funds, 3 stars out of 149 funds and 3 stars out of 107 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 175 funds, 4 stars out of 149 funds and 3 stars out of 107 funds for the 3-, 5- and 10-year periods, respectively.
California Tax-Free Income:
Overall: As of 12/31/09 the Fund was rated 2 stars out of 155 funds, 3 stars out of 143 funds and 3 stars out of 113 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 3 stars out of 155 funds, 3 stars out of 143 funds and 3 stars out of 113 funds for the 3-, 5- and 10-year periods, respectively.
High Yield Municipal Bond:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 127 funds, 4 stars out of 109 funds and 4 stars out of 82 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 5 stars out of 127 funds, 5 stars out of 109 funds and 4 stars out of 82 funds for the 3-, 5- and 10-year periods, respectively.
MA Tax-Free Income:
Overall: As of 12/31/09 the Fund was rated 2 stars out of 75 funds, 3 stars out of 70 funds and 3 stars out of 59 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 75 funds, 4 stars out of 70 funds and 4 stars out of 59 funds for the 3-, 5- and 10-year periods, respectively.
New York Tax-Free Income:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 112 funds, 3 stars out of 109 funds and 3 stars out of 94 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 112 funds, 4 stars out of 109 funds and 4 stars out of 94 funds for the 3-, 5- and 10-year periods, respectively.
Tax-Free Bond:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 255 funds, 3 stars out of 232 funds and 3 stars out of 203 funds for the 3-, 5- and 10-year periods, respectively.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 255 funds, 4 stars out of 232 funds and 3 stars out of 203 funds for the 3-, 5- and 10-year periods, respectively.
Lifestyle Growth:
Overall: As of 12/31/09 the Fund was rated 4 stars out of 1757 funds for the 3-year period.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 1757 funds for the 3-year period.
Lifestyle Conservative:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 522 funds for the 3-year period.
Load-Waived: As of 12/31/09 the Fund was rated 4 stars out of 522 funds for the 3-year period.
Lifecycle 2045:
Overall: As of 12/31/09 the Fund was rated 3 stars out of 57 funds for the 3-year period.
Load-Waived: As of 12/31/09 the Fund was rated 3 stars out of 57 funds for the 3-year period.