Funds Buying
This list shows which mutual funds have purchased the largest amount of the stock in recent months (as of the date of their latest reported portfolios). In larger funds, the holding may not make much of a difference in the overall performance of the fund. Be sure to look at this data in conjunction with data in the "Total % of Fund Assets" column.
Star Rating (Morningstar Rating)
Our mutual fund rating that combines return and risk measures to form a comprehensive evaluation, shown for three-, five-, and 10-year time periods, when available. The overall star rating is a weighted average of these three time periods. Morningstar's star rating is designed to express the relative attractiveness of a fund's risk/reward profile. To determine a fund's star rating for a given time period, the top 10% of its asset class (international equity, domestic equity, taxable bond, or municipal bond) receive 5 stars (highest); those falling in the next 22.5% receive 4 stars (above average); a place in the middle 35% earns 3 stars (neutral); those in the next 22.5% receive 2 stars (below average); and the bottom 10% get 1 star (lowest).
Shares Bought (000)
The number of shares of a stock bought by a specific mutual fund since the previously reported portfolio. Reported in thousands.
Total % Shares Held
This figure represents the percentage of the total number of shares of a company held by each mutual fund.
Total % Fund Assets
This figure represents the percentage of a mutual fund's assets that are invested in a company.
Date of Portfolio
Morningstar makes every effort to gather the most up-to-date portfolio information from a fund. The SEC, however, requires funds to report this information only two times during a calendar year, and funds have two months after the report date to actually release the shareholder report and portfolio. Therefore, it is possible that a fund's portfolio could be up to eight months old at the time of publication. We print the date of the most recently reported portfolio. Older portfolios should not be disregarded completely; although the list may not represent the exact current holdings of the fund, it may still provide a good picture of the overall nature of the fund's management style.