A New Face in the MONEY 50 Crowd.

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Author: Unknown

Funds to Count On

The Third Avenue Real Estate Value fund is no longer on the list because it closed to new investors. In its place you'll find SSgA Emerging Markets, a fund that invests in a broad spectrum of large-cap foreign stocks. Recently, manager Brad Aham has favored companies in Korea, Indonesia and Brazil. Like a real estate fund, SSgA can add diversity to a portfolio because its returns don't track U.S. markets.

• The MONEY 50 is our list of recommended stock and bond mutual funds. These funds have low expenses, a consistent investment approach and a history of management integrity.

How equity funds with the most assets fared

Chart Legend:

A - % TOTAL RETURN[1] THREE MONTHS
B - % TOTAL RETURN[1] ONE YEAR
C - % TOTAL RETURN[1] THREE YEARS[2]

A            B             C

Vanguard 500 index (VFINX)
2.2          13.6          10.0


American Funds Investment Co. of America (AIVSX)
3.6          13.8          10.6


American Funds Growth Fund of America (AGTHX)
6.3          20.4          14.4


Washington Mutual Investors (AWSHX)
1.7          10.6           9.1


Fidelity Contrafund (FCNTX)
5.5          23.0          14.3


American Funds Income Fund of America (AMECX)
2.6          12.8          13.0


American Funds Capital Income Builder (CAIBX)
2.9          15.6          13.0


American Funds EuroPacific Growth (AEPGX)
8.0          26.1          18.0


American Funds New Perspective (ANWPX)
5.5          19.6          15.6


American Funds Capital World Growth & Income (CWGIX)
6.1          23.8          19.8

LEGEND FOR CHART:

A â€" FUND (TICKER)
B â€" TOTAL RETURN[1]: THREE MONTHS
C â€" TOTAL RETURN[1]: ONE YEAR
D â€" TOTAL RETURN[1]: THREE YEARS[2]
E â€" EXPENSES (AS % OF ASSETS)
F â€" PHONE NUMBER (800)

A                                            B    C     D     E
F

LARGE-CAP

American Funds Amcap (AMCPX)                 3.7% 14.7% 11.3% 0.73
421-0180

American Funds American Mutual (AMRMX)       2.6   11.8   9.5 0.60
421-0180

Fidelity Capital Appreciation (FDCAX)        4.7   18.4  16.8 0.90
343-3548

Fidelity Divided Growth (FDGFX)              1.9    9.3   6.8 0.89
343-3548

Jensen (JENSX)                              -0.2    5.7   5.4 0.88
992-4144

Matrix Advisors Value (MAVFX)               -1.1    7.8   9.8 0.99
366-6223

Mosaic Investors (MINVX)                     2.3    9.6   7.1 0.89
368-3195

Selected American (SLASX)                    3.5   14.9  12.6 0.93
243-1575

Sound Shore (SSHFX)                          5.2   18.6  14.0 0.98
551-1980

T. Rowe Price Blue Chip Growth (TRBCX)       3.1   14.0   9.5 0.87
638-5660

T. Rowe Price Equity Income (PRFDX)          2.5   15.4  11.9 0.73
638-5660

Vanguard Total Stock Market Index (VTSMX)    3.1   16.4  11.8 0.19
851-4999

Vanguard Windsor II (VWNFX)                  2.9   18.6  13.7 0.36
851-4999


MIDCAP

ABN AMRO Mid Cap (CHTTX)                     1.9   15.8  19.3 1.29
992-8151

FAM Value (FAMVX)                            2.4   15.2  13.2 1.20
932-3271

Fidelity Value (FDVLX)                       6.0   26.9  18.6 0.93
343-3548

Janus Mid Cap Value (JMCVX)                  5.3   20.7  18.3 0.94
525-3713

Meridian Growth (MERDX)                      2.4   12.7  14.6 0.88
446-6662

Meridian Value (MVALX)                       4.8   17.7  15.6 1.09
446-6662

Muhlenkamp (MUHLX)                           5.8   29.2  21.1 1.13
860-3863

Nicholas II (NCTWX)                          4.1   15.8  12.5 0.63
227-5987

Vanguard Mid-Cap Growth (VMGRX)              5.9   29.1  13.9 0.35
851-4999


SMALL-CAP

Ariel Fund (ARGFX)                           2.6   18.2  15.5 1.07
292-7435

Delafield (DEFIX)                            3.2   17.0  17.6 1.32
221-3079

FPA Perennial (FPPFX)                        5.1   22.2  17.4 0.97
982-4372

Neuberger Berman Fasciano (NBFSX)            4.0   12.4  11.5 1.22
877-9700

Royce Opportunity (RYPNX)                    8.2   22.6  24.2 1.14
221-4268

Royce Pennsylvania Mutual (PENNX)            6.8   23.7  20.0 0.89
221-4268

Third Avenue Small-Cap Value (TASCX)         5.5   22.7  19.5 1.14
443-1021

Vanguard Explorer (VEXPX)                    5.8   25.5  16.9 0.56
851-4999


SPECIALTY

Cohen & Steers Realty (CSRSX)                8.7   36.1  26.8 1.01
437-9912

T. Rowe Price New Era (PRNEX)               13.3   40.5  25.3 0.68
638-5660


FOREIGN

American Funds EuroPacific Growth (AEPGX)    8.0   26.1  18.0 0.86
421-0180

Artisan International (ARTIX)                7.6   24.1  12.6 1.22
344-1770

Dodge & Cox International Stock (DODFX)      6.1   30.0  25.0 0.77
621-3979

Oakmark International (OAKIX)                5.1   25.6  18.3 1.21
625-6275

SSgA Emerging Markets (SSEMX)               12.8   46.7  29.0 1.25
997-7327

T. Rowe Price Intl. Discovery (PRIDX)       10.8   32.3  30.0 1.31
638-5660

Vanguard International Growth (VWIGX)        6.7   23.3  15.5 0.61
851-4999

Vanguard Total Intl. Stock Index (VGTSX)     6.6   25.5  18.1 0.31
851-4999


BOND

American Century Intl. Bond (BEGBX)         -1.4    5.5  12.4 0.84
345-2021

American Funds American Hi.-Inc. (AHITX)     4.6   10.1  17.5 0.67
421-0180

Dodge & Cox Income Fund (DODIX)              0.9    3.8   5.5 0.44
621-3979

FPA New Income (FPNIX)                       0.6    0.9   4.5 0.61
982-4372

Harbor Bond (HABDX)                          0.4    4.3   6.0 0.56
422-1050

Payden High Income (PYHRX)                   3.8    7.9  11.7 0.52
572-9336

Vanguard Inflation-Protected Sec. (VIPSX)   -0.6    3.8   7.0 0.17
851-4999

Vanguard Intermediate-Term T/E (VWITX)       0.3    3.0   3.7 0.14
851-4999

Vanguard Short-Term Bond Index (VBISX)       0.3    1.1   3.0 0.18
851-4999

Vanguard Total Bond Market Index (VBMFX)     0.4    3.6   4.7 0.20
851-4999

[1] As of Aug. 18.

[2] Annualized.