Personal Professional Pro-Plus
Number of Funds & Benchmarks 24,103 24,103 24,103
Number of Columns 95 229 714
FINRA Compliant Reports No Yes Yes
Fund Information Full Name, ID #, Type, Objective, Category, Broad Asset Category, Geographic Area, Year Started, State, NASDAQ symbol, ETF?, Web site address Full Name, ID #, Type, Objective, Category,  Broad Asset Category, Geographic Area, Year Started, State, NASDAQ symbol, ETF?, Web site address Full Name, ID #, Type, Objective, Category,  Broad Asset Category, Geographic Area, Year Started, State, NASDAQ symbol,  ETF?, Web site address,
Management Senior Manager, Manager start date, Manager Years, Fund Family Senior Manager, Manager start date, Manager Years, Management Company Name & Code, Fund Family Senior Manager, Manager start date, Manager Years, Management Company Name & Code, Fund Family
Performance
(Return Columns & Graphs)
10 calendar years, last 12 months, 1-3-6-9-12-month returns, Year-to-Date, 3-5-10-year Total Return, 3-5-10-year Average Return, Star Rating, "ABCDE" Return, Risk, Risk-Adjusted Ratings (3-year & 1-year), 5-year Within Style Sector Rankings.   Plus Averages & Decile Rankings Calendar Year & Monthly Returns for 10 Years, 1-3-6-9-12-month returns, Year-to-Date, 3-5-10-year Total Return, 3-5-10-year Average Return, 1-3-5-10-year SEC (Load-adjusted) Total & Average Return, SEC Return since inception, SEC 30-day yield, SEC Yield Effective Date, SEC Inception Date, Years since inception,  Star Rating,"ABCDE" Return, Risk, Risk-Adjusted Ratings (3-year & 1-year), 5-year Within Style Sector Rankings.  Plus Averages & Decile Rankings Calendar Year & Monthly Returns since 1962, 1-3-6-9-12-Month returns, Year-to-Date, 3-5-10-15-20-year Total Return, 3-5-10-15-20-year Average Return, 1-3-5-10-year SEC (Load-adjusted) Total & Average Return, SEC Return since inception, SEC 30-day yield, SEC Yield Effective Date, SEC Inception Date, Years since inception, Star Rating, "ABCDE" Return, Risk, Risk-Adjusted Ratings (3-year & 1-year), 5-year Within Style Sector Rankings.  Plus Averages & Decile Rankings, Up Market / Down Market / Full Cycle Returns since 1956
Risk Statistics 3-year: Beta, Monthly Standard Deviation, Alpha, r-squared, Monthly Mean, Volatility 3 year: Beta, Monthly Standard Deviation, Alpha, r-squared, Monthly Mean, Volatility, Annualized St. Dev. Sharpe/Treynor risk/return 1yr, 3yr, 5yr, 10yr Beta, Monthly Standard Deviation, Alpha, r-squared, Monthly Mean, Volatility, Annualized St. Dev., Sharpe/Treynor risk/return, 1-yr, 3-yr, 5-yr, 10-yr
Portfolio Information Total Net Assets, NAV, Turnover, Weighted Average Maturity, Portfolio Composition, Top 10 Industry/Fixed-Income/Country Sectors Total Net Assets, NAV, Turnover, Weighted Average Maturity, Portfolio Composition, Top 10 Industry/Fixed-Income/Country Sectors, Top 10 Securities, Price/Earnings ratio, Price/Book ratio, Median market capitalization, Average bond quality ratings (AAA, AA, BBB, etc.), Average duration, Average coupon Total Net Assets, NAV, Turnover, Weighted Average Maturity, Portfolio Composition, Top 10 Industry/Fixed-Income/Country Sectors, Top 10 Securities, Price/Earnings ratio, Price/Book ratio, Median market capitalization, Average bond quality ratings (AAA, AA, BBB, etc.), Average duration, Average coupon
Fees & Expenses Max. Sales Charge, Expense Ratio, 12b-1, Max. Deferred Charge, Max. Redemption Charge Max. Sales Charge, Expense Ratio, 12b-1, Max. Deferred Charge, Max. Redemption Charge, Min. Sales Charge Max. Sales Charge, Expense Ratio, 12b-1,  Max. Deferred Charge, Max Redemption Charge, Min. Sales Charge
Purchasing Information Open?, Min. Initial Investment, Min. Subsequent, Min. Initial IRA, Min. Subsequent IRA, State, Toll-Free number, Telephone Number Open?, Min. Initial Investment, Min. Subsequent, Min. Initial IRA, Min. Subsequent IRA, State, Toll-Free number, Telephone Number Open?, Min. Initial Investment, Min. Subsequent, Min. Initial IRA, Min. Subsequent IRA, State, Toll-Free number, Telephone Number

 


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