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This page was last updated on March 27, 2001.

FundEnterprise In Action

As discussed in Mirror Mirror On the Wall, Is My Toad of a Fund Fairest of Them All? TheStreet.com (Mar. 27, 2001), Wiesenberger is preparing to roll out FundEnterprise, a web-based software product that Wiesenberger says "makes it easier for mutual fund marketing and sales executives to promote any fund, even if its performance is currently not near the top of its category ."

FundEnterprise allows users to compare a fund to its peer group based on more than 200 criteria. With a click of a mouse, users can identify the categories in which a fund outperforms its peers and use that information in their sales pitches.

The following examples of Morningstar 1-star funds illustrate how FundEnterprise can make even the lowliest funds shine for potential investors. All data is as of 2/28/01.

Ameritor Investment    Smith Barney Peachtree    Roulston Growth     Kemper Growth

Markman Aggressive Allocation    Quaker Core Equity    Merrill Lynch Growth

 

 

 

 

 

 

 

 

 

 

 

Ameritor Investment

FundEnterprise tells you what will sell . . . . . . and what won't sell.
Rating Factor
% Peers Matched or Exceeded
Rating Factor
% Peers Matched or Exceeded
12b-1 Fee
100%
 Total Return: Year-to-Date
1%
Redemption Fee
100
 10 Year Beta Coefficient
2
Front-End Sales Charge
100
 Total Return in Latest Bear Market
5
Fund Longevity
99
 Price/Book Ratio
6
Consistency of 3 Year positive returns
92
 Wiesenberger Rating
7
Current Indicated Yield
85
 Total Return: Last 5 Years
7
Low Incremental Investments Permitted
80
 Total Return: Last 10 Years
7
Tax Efficient (annual portfolio turnover rate)
76
 Style Consistency
8
Low Initial Investment
75
 Total Return: Last 3 Years
11

Top

Smith Barney Peachtree

FundEnterprise tells you what will sell . . . . . . and what won't sell.
Rating Factor
% Peers Matched or Exceeded
Rating Factor
% Peers Matched or Exceeded
Redemption Fee
100%
 Top Quartile - Rolling 12 Mos. - Last 5 Years
8%
Consistency of 3 Year positive returns
100
 Style Consistency
9
Consistency of 1 Year positive returns
89
 Top Quartile - Calendar Mo. - Last 3 Years
14
Current Indicated Yield
85
 Front-End Sales Charge
14
Manager Tenure
83
 Estimated Net Sales/Redemptions YTD
19
Tax Efficient (annual portfolio turnover rate)
82
 Calendar Yrs. Outperformed Peers Last 5 Yrs
20
Low Initial Investment
75
 % Rolling 12-mos.Outperformed Peers, 5 Yrs
24
Fund Longevity
72
 Total Return: Last 5 Years
24
5 Year Resistance to Weak Markets
71
 3-Year Beta Coefficient
25

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Roulston Growth

FundEnterprise tells you what will sell . . . . . . and what won't sell.
Rating Factor
% Peers Matched or Exceeded
Rating Factor
% Peers Matched or Exceeded
Redemption Fee
100%
 % Mos. Positive Returns, 3 Years
3%
Front-End Sales Charge
100
 % Mos. Positive Returns, 5 Years
5
Low Initial Investment
98
 Median Market Cap
6
Price/Earnings Ratio
94
 Total Return in Latest Bull Market
7
Manager Tenure
86
 Total Return: Last 3 Years
8
12 Mo. Dividend Yield
84
 % Positive Rolling 3 Mos. Periods, 3 Years
8
3 Year Standard Deviation
84
 3 Year Style-Adjusted Performance
10
Tax Efficient (annual portfolio turnover rate)
82
 Total Return: Last 3 Years
13
5 Year Beta Coefficient
81
 % Positive Rolling 3 Year Periods, Last 5 Yrs.
14

Top

Markman Aggressive Allocation

FundEnterprise tells you what will sell . . . . . . and what won't sell.
Rating Factor
% Peers Matched or Exceeded
Rating Factor
% Peers Matched or Exceeded
% Positive Rolling 3 Mo. Periods, Last 5 Years
100%
 % Calendar Mos. Top Quartile, Last 12 Mos.
0%
12b-1 Fee
100
 % Rolling 12 Mos. Top Quartile, Last 5 Yrs.
4
Redemption Fee
100
 % Calendar Mos. Top Quartile, Last 3 Yrs.
6
Front-End Sales Charge
100
 Low Incremental Investments Permitted
6
Expense Ratio
92
 % Calendar Mos. Top Quartile, Last 5 Yrs.
8
Current Indicated Yield
85
 Low Initial Investment
11
Tax Efficient (annual portfolio turnover rate)
81
 Wiesenberger Rating
16
Manager Tenure
80
 Calendar Year 2000 Total Return
17
Style Consistency
76
 Estimated Net Sales/Redemptions YTD
22

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Kemper Growth

FundEnterprise tells you what will sell . . . . . . and what won't sell.
Rating Factor
% Peers Matched or Exceeded
Rating Factor
% Peers Matched or Exceeded
Last 20 Yrs: Never 1 Mo. Return Worse Than ...
100%
 % Rolling 3 Mos. Top Quartile, Last 3 Yrs.
0%
% Positive Rolling 5 Year Periods, Last 20 Yrs.
100
 % Rolling 12 Mos. Top Quartile, Last 5 Yrs.
0
% Positive Rolling 5 Year Periods, Last 20 Yrs.
100
 % Rolling 12 Mos. Top Quartile, Last 10 Yrs.
0
12b-1 Fee
100
 Front-End Sales Charge
8
Redemption Fee
100
 Total Return: Last 3 Years
11
Fund Longevity
97
 % Positive Rolling 3 Mo. Periods, Last 3 Yrs.
13
Last 20 Yrs.: Never 5 Yr. Return Worse Than ...
92
 % Rolling 3 Yrs. Outperformed Peers, 10 Yrs
13
Expense Ratio
87
 3 Year Style Adjusted Performance
18
Current Indicated Yield
85
 Total Return: Last 10 Years
19

Top

Quaker Core Equity

FundEnterprise tells you what will sell . . . . . . and what won't sell.
Rating Factor
% Peers Matched or Exceeded
Rating Factor
% Peers Matched or Exceeded
Front-End Sales Charge
100%
 % Calendar Mos. Top Quartile, Last 12 Mos.
0%
Redemption Fee
100
 Low Incremental Investments Permitted
9
Last 3 Yrs.: Never 1 Mo. Return Worse Than ...
89
 Low Initial Investment
11
Current Indicated Yield
85
 % Calendar Mos. Top Quartile, Last 3 Years
11
12-Month Dividend Yield
84
 % Rolling 3-Mos. Top Quartile, Last 3 Years
12
Tax Efficient (annual portfolio turnover rate)
79
 3-Year Style-Adjusted Performance
13
Price/Earnings Ratio
68
 Total Return: Last 3 Years
17
% Mos. Positive Returns, Last 12 Months
67
 % Mos. Positive Returns, 3 Years
17
3-Year Standard Deviation
67
 Estimated Net Sales/Redemptions Cal. Yr.
23

Top

Merrill Lynch Growth

FundEnterprise tells you what will sell . . . . . . and what won't sell.
Rating Factor
% Peers Matched or Exceeded
Rating Factor
% Peers Matched or Exceeded
Front-End Sales Charge
100%
 Estimated Net Sales/Redemptions Cal. Yr.
3%
Price/Earnings Ratio
92
 Total Return: Last 3 Years
8
Price/Book Ratio
91
 Style Consistency
8
% Mos. Positive Returns, 3 Years
89
 3 Year Style-Adjusted Performance
8
Fund Longevity
87
 % Calendar Mos. Top Quartile, Last 12 Mos.
8
Last 10 Yrs: Never a 1 Mo. Rtn Worse Than ...
86
 % Positive Rolling 3 Yr. Periods, Last 5 Yrs.
12
10 Year Beta Coefficient
86
 Total Return in Latest Bull Market
12
Current Indicated Dividend Yield
85
 Last 10 Yrs.: Never 3-Yr. Rtn Worse Than ...
16
10 Year Beta Coefficient
82
 Redemption Fee
17

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