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TheStreet.com Ratings Adds 33 Open-End Mutual Funds

TheStreet.com Ratings initiated coverage of 33 open-end mutual funds that accrued a track record of three years of risk and performance data by the end of June.

One of the funds that opened for business in June, 2005, received our top rating level of Excellent.

The Royce Global Select Fund (RSFTX) starts off with the highest possible rating of A+. The fund targets mid-, small-, and micro-cap stocks considered to be undervalued. Its allocation is 17.0% mining, 17.0% banks, 6.2% machinery, 5.8% oil and gas services, 5.7% oil and gas, and 5.6% iron and steel.

Three noteworthy holdings that have performed well are UltraShort Consumer Services ProShares (SCC), UltraShort Industrials ProShares (SIJ) and UltraShort Real Estate ProShares (SRS). All of these are exchange-traded funds that sell short their underlying indexes with 200% leverage.

Two more funds qualified for our recommended list with ratings of B+.

The first B+ fund is the Aston River Road Small Cap Value Fund (ARSVX). As with the previous fund, this fund invests mostly in undervalued small caps. 94.1% of the fund is comprised of U.S. stocks with 2.8% Mexico, 2.1% Canada, and 1.0% Israel rounding out the mix.

Some of the largest holdings include Aptragroup (ATR), Encore Acquisition (EAC) and Brink's (BCO).

The second recommended list fund is GMO World Opportunities Equity Allocation Fund (GWOAX). This is a fund of funds that splits its investments between other GMO mutual funds including U.S. Equity, International Equity, Fixed Income and Alternative Asset Opportunity funds.

Research Methodology

TheStreet.com Ratings condenses the available fund performance and risk data into a single composite opinion of each fund's risk-adjusted performance. This allows the unbiased identification of those funds that have historically done well and those that have underperformed the market. While there is no guarantee of future performance, these Investment Ratings provide a solid framework for making informed, timely investment decisions.

The funds listed below have either reached their three year anniversary or are additional share classes of existing funds for which the fund companies have submitted three years of pro-forma results.

Newly Rated Open-End Stock Mutual Funds
Fund (Ticker) Initial Rating Inception Date Total Return 1 Year Total Return 3 Years Total Return YTD Objective
Royce Global Select Fund (RSFTX) A+ 6/30/2005 7.72% 21.54% 8.13% Growth - Domestic
Aston River Road Sm Cap Value N (ARSVX) B+ 6/28/2005 -16.17% 8.19% -5.66% Small Cap
GMO World Opp Equity Alloc - III (GWOAX) B+ 6/16/2005 -9.69% 9.50% -10.30% Asset Allocation - Domestic
Aston River Road Dyn Eq Inc N (ARDEX) B 6/28/2005 -13.24% 6.65% -7.63% Equity Income
Thrivent Moderate Conser Alloc A (TCAAX) B 6/30/2005 -3.12% 5.04% -4.38% Asset Allocation - Domestic
Goldman Sachs Small/Mid-Cap Gr A (GSMAX) B- 6/30/2005 -2.45% 10.10% -5.66% Mid Cap
Thrivent Moderate Allocation A (THMAX) B- 6/30/2005 -5.49% 5.86% -6.42% Asset Allocation - Domestic
Thrivent Partner Mid Cap Value A (TPMAX) B- 6/30/2005 -9.44% 7.00% -3.51% Mid Cap
Lord Abbett Div Income Strategy A (ISFAX) C+ 6/30/2005 -4.80% 3.28% -4.18% Equity Income
Lord Abbett Gr & Inc Strategy A (LWSAX) C+ 6/29/2005 -7.19% 5.81% -8.79% Global Equity
Principal LgCp Gr II A (PLNAX) C+ 6/28/2005 -0.68% 6.80% -9.09% Growth - Domestic
Principal MdCp Gr I A (PMOAX) C+ 6/28/2005 -8.01% 7.33% -6.33% Mid Cap
Thrivent Aggressive Allocation A (TAAAX) C+ 6/30/2005 -8.86% 7.21% -9.13% Asset Allocation - Domestic
Thrivent Moder Aggressive Alloc A (TMAAX) C+ 6/30/2005 -7.78% 6.43% -8.23% Asset Allocation - Domestic
Calvert Aggresive Allocation A (CAAAX) C 6/30/2005 -9.91% 4.76% -8.99% Asset Allocation - Domestic
Oppenheimer Dividend Growth Fund A (OADGX) C 6/30/2005 -8.23% 4.66% -9.39% Growth - Domestic
William Blair Emrg Mkts Gr N (WBENX) C 6/6/2005 5.47% 33.03% -15.51% Emerging Market Equity
Ariel Focus Fund (ARFFX) C- 6/30/2005 -15.48% 1.67% -8.56% Growth - Domestic
ING GET U.S.Core Portfolio -Ser 8 (IGUJX) C- 6/8/2005 -8.29% 2.83% -7.18% Equity Income
J Hancock Greater China Opp A (JCOAX) C- 6/8/2005 -6.28% 27.84% -24.77% Non-US Equity
PIMCO Fundamental IndexPLUS Tr A (PIXAX) C- 6/30/2005 -13.08% 3.54% -14.23% Equity Income
Thrivent Partner Small Cap Gr A (TPSAX) C- 6/30/2005 -13.71% 4.51% -12.66% Small Cap
Vanguard Diversified Equity Inv (VDEQX) C- 6/10/2005 -15.19% 3.65% -12.02% Asset Allocation - Domestic
Dover Responsibility A (DRFAX) D+ 6/6/2005 -15.23% 2.67% -13.55% Growth - Domestic
Principal MdCp Value Il A (PMEAX) D+ 6/28/2005 -18.91% 2.27% -10.10% Mid Cap
Royce Select Fund II Investment (RSFDX) D+ 6/30/2005 -19.22% 2.56% -10.89% Growth - Domestic
Van Kampen American Franchise A (VAFAX) D+ 6/23/2005 -17.34% 2.12% -12.05% Equity Income
DWS Dreman Concen Value A (LOPEX) D 6/2/2005 -21.17% 1.41% -17.62% Growth - Domestic
Thrivent Real Estate Securities A (TREFX) D- 6/30/2005 -14.58% 4.49% -3.45% Sector - Real Estate
Transamerica Prt Inst Value (DIVLX) D- 6/3/2005 -32.85% -4.84% -20.18% Growth - Domestic
Transamerica Prt Value (DVVLX) E+ 6/3/2005 -32.89% -4.99% -20.13% Growth - Domestic
Touchstone JSAM Large Cap Value Por (CIJLX) E- 6/20/2005 -50.14% -13.10% -27.20% Growth & Income
Touchstone JSAM Value Portfolio (CIJVX) E- 6/17/2005 -51.94% -13.42% -27.53% Growth & Income
Source: TheStreet.com Ratings

Funds rated A or B are considered "Buy" rated based on a track record of higher than average risk-adjusted performance. Funds at the C level are rated as "Hold," while underperformers at the D and E levels our model ranks as "Sell."

For an explanation of our ratings, click here.

Kevin Baker became the senior financial analyst for TSC Ratings upon the August 2006 acquisition of Weiss Ratings by TheStreet.com, covering mutual funds. He joined the Weiss Group in 1997 as a banking and brokerage analyst. In 1999, he created the Weiss Group's first ratings to gauge the level of risk in U.S. equities. Baker received a B.S. degree in management from Rensselaer Polytechnic Institute and an M.B.A. with a finance specialization from Nova Southeastern University.

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