Alpha- Measures a fund's risk-adjusted performance and represents the difference between a fund's actual performance and its expected performance, given its level of risk.

Annual Portfolio Turnover- A measure of how frequently assets within a fund are bought and sold.

Beta- Beta represents the systematic risk of a portfolio and measures its sensitivity to a benchmark.

Down Market Capture- Measure of a manager's performance in down markets relative to the market.

Historical 5-Year Earnings Growth- The weighted average of the growth in earnings for each stock in the fund's portfolio.

Information Ratio- A measure of risk-adjusted relative return.

Price to Book Ratio- A ratio used to compare a stock's market value to its book value. It is calculated by dividing the current price of the stock by the latest quarter's book value per share.

R-squared- Measures the percentage of a fund's movement that is explained by movements in the market index.

Standard Deviation- A statistical measurement of dispersion about an average, which depicts how widely returns varied over a certain period of time.

Trailing 12-month Price to Earnings Ratio- The sum of a company's price-to-earnings. Calculated by taking the current stock price and dividing it by the current earnings per share for the past 12 months.

Up Market Capture- Measure of a manager's performance in up markets relative to the market.