Summary Overview

What is a Report Card?

Report Cards give Participants an easy to use resource to analyze the top selling products offered by each Core Provider. The Report Card is broken into three separate attachments. The first, titled "Product Offering Report Card" explains the different types of products offered by each Core Provider. The second, titled "Fees and Expenses Report Card" lists the various fees and expenses charged on the different products. The third, titled "Performance Report Card" lists the one, three, five and ten year return/yield of each product as well as a comparison to the benchmark. These PDFs can be found under the Browse Products Section in Download PDFs. Providers were asked to list their top two selling offerings in each product category. The information in the Report Card has been obtained from each Provider. A new report card will be posted at the end of each quarter.