 |
 |
||||
|
|||||
|
|
|||||||
RANKINGS: Top-performing stock mutual funds--one year.Navigation: Main page Author: Unknown Section: Investing
Large companies Greater than $10 billion Midsize companies $1 billion to $10 billion Small companies Less than $1 billion Health care Owns drug and other medical stocks Broad international Includes global funds Regional international Invests in a single region UPDATED RETURNS
Legend for Chart:
A - RANK/NAME
B - INV. STYLE
C - TOTAL RETURN TO MARCH 13(†) 1 YR.
D - TOTAL RETURN TO MARCH 13(†) 3 YRS.
E - VOL. RANK
F - MAX. LOAD
G - 800 NUMBER(‡)
A B C D
E F G
1. Turner Concentrated Growth Gro 29.1% 24.3%
10 none 224-6312
2. Fidelity Adv Dynm Cp App T(@) Gro 28.3 18.3
9 3.50% 544-8544
3. Morgan Stanley Agg Eq B(@) Gro 26.7 20.6
7 5.00(r) 869-6397
4. Transamerica Premier Eq Inv Gro 25.5 22.7
5 2.00(r) 892-7587
5. Jennison 20/20 Focus A(@) Blnd 25.1 26.2
6 5.50 225-1852
6. TA Idex Trans Equity A(@) Gro 24.8 21.8
5 5.50(s) 233-4339(#)
7. Fidelity Growth Company Gro 24.2 24.1
8 none 544-8544
8. Franklin Strategic Agg
Gro A(@) Gro 23.1 27.4
8 5.75(s) 342-5236
9. Janus Adv Core Equity A(@) Gro 23.0 -
7 5.75 525-3713
10. Janus Core Equity Blnd 22.9 21.5
5 none 525-3713
CATEGORY AVERAGE 9.5% 17.0%
Legend for Chart:
A - RANK/NAME
B - INV. STYLE
C - TOTAL RETURN TO MARCH 13(†) 1 YR.
D - TOTAL RETURN TO MARCH 13(†) 3 YRS.
E - VOL. RANK
F - MAX. LOAD
G - 800 NUMBER(‡)
A B C D
E F G
1. Thornburg Core Growth A(@) Gro 31.3% 32.3%
4.50%(s) 847-0200
2. Hennessy Focus 30 Gro 31.1 -
10 1.50(r) 966-4354
3. Fidelity Mid Cap Stock Blnd 28.4 24.4
8 0.75(r) 544-8544
4. BlackRock US Opps A(@) Blnd 27.4 32.2
8 5.00 441-7762
5. Kinetics Sm Cap Opp Val 27.4 33.3
7 2.00(r) 930-3828
6. AllianceBernstein MC Gro A(@) Gro 26.4 30.7
10 4.25 221-5672
7. Hartford Gro Opps A(@) Gro 26.1 -
8 5.50 843-7824(#)
8. Morgan Stanley Cap Opp B(@) Gro 26.0 28.4
7 5.00(r) 869-6397
9. Dreyfus Pr S&P Strs Opps
B(@) Gro 25.8 29.0
7 4.00(r) 554-4611
10. Jennison US Emer Gro A(@) Gro 25.7 29.6
9 5.50 225-1852
CATEGORY AVERAGE 14.2% 23.0%
Legend for Chart:
A - RANK/NAME
B - INV. STYLE
C - TOTAL RETURN TO MARCH 13(†) 1 YR.
D - TOTAL RETURN TO MARCH 13(†) 3 YRS.
E - VOL. RANK
F - MAX. LOAD
G - 800 NUMBER(‡)
A B C D
E F G
1. Gartmore Small Cap A(@) Val 35.9% 39.9%
9 5.75%(s) 848-0920
2. Winslow Green Growth Gro 34.4 39.3
10 none 314-9049(#)
3. Adams Harkness Sm Cap Gro Gro 31.7 -
10 1.00(r) 441-7031
4. Hartford Small Company A(@) Blnd 30.8 33.2
10 5.50 843-7824(#)
5. Mgrs AMG Ess Sm/Micro Gro Blnd 30.5 -
10 none 835-3879
6. Janus Triton Fund Gro 29.7 -
8 none 525-3713
7. Bogle Sm Cap Gro Inv(@)(**) Val 29.6 34.2
9 none 264-5346(+)
8. Satuit Micro Cap(@) Blnd 29.4 36.5
9 5.75(s) 567-4030
9. Columbia Small Cap Gro
I Z(§) Gro 29.0 26.9
10 none 321-7854
10. STI Classic Emer Growth A Gro 27.8 -
10 5.75(s) 428-6970
CATEGORY AVERAGE 15.4% 26.5%
S&P 500 WITH DIVIDENDS 8.2% 16.3%
Legend for Chart:
A - RANK/NAME
B - TOTAL RETURN TO MARCH 13(†) 1 YR.
C - TOTAL RETURN TO MARCH 13(†) 3 YRS.
D - VOL. RANK
E - MAX. LOAD
F - 800 NUMBER(‡)
A B C D
E F
1. ProFund Biotech Ultrasector
Inv(@) 57.5% 30.5% 10
none 776-3637(#)
2. Fidelity Select Biotechnology 39.8 19.3 10
0.75%(r) 544-8544
3. Jennison Health Sciences
A(@)(**) 38.6 33.5 7
5.50 225-1852
4. Fidelity Adv Biotech T(@) 38.0 18.7 10
3.50(s) 544-8544
5. Franklin Biotech Discovery A 35.2 23.5 10
5.75(s) 342-5236
6. Rydex BioTechnology Inv(@) 34.3 21.6 10
none 820-0888
7. T. Rowe Price Health Sciences 33.8 24.8 8
none 638-5660
8. BlackRock Health Sci Inv A(@) 32.1 35.7 9
5.75 441-7762
9. TA Idex T.R. Price Health
Sci A(@)(**) 30.9 - 7
5.50 233-4339(#)
10. Genomics Fund 29.5 29.1 10
2.00(r) 527-9525
CATEGORY AVERAGE 19.7% 18.6%
Legend for Chart:
A - RANK/NAME
B - TOTAL RETURN TO MARCH 13(†) 1 YR.
C - TOTAL RETURN TO MARCH 13(†) 3 YRS.
D - VOL. RANK
E - MAX. LOAD
F - 800 NUMBER(‡)
A B C D
E F
1. Janus Overseas 41.7% 39.8% 9
2.00%(r) 525-3713
2. Janus Adv Intl Growth A(@) 40.6 - 10
5.75 525-3713
3. Driehaus International
Discovery 38.0 41.6 9
2.00(r) 560-6111
4. Oppenheimer Global Opps A(@) 36.9 43.3 10
5.75(s) 525-7048
5. Aim Intl Small Company
A(@)(**) 36.5 53.0 8
5.50(s) 347-4246
6. American Cent Intl Disc
Inv(@)(**) 34.8 37.6 9
2.00(r) 345-2021
7. Oppenheimer Intl Sm Co A(@) 31.5 55.9 10
5.75(s) 525-7048
8. American Cent Intl Opps
Inv(@)(**) 31.2 49.3 9
2.00(r) 345-2021
9. Merrill Lynch Global Value
B(@) 31.2 31.7 7
4.00(r) 637-3863
10. Dreyfus Pr Intl Sm Cap
A(@)(**) 30.5 43.0 6
5.75 645-6561
CATEGORY AVERAGE 16.1% 27.8%
Legend for Chart:
A - RANK/NAME
B - TOTAL RETURN TO MARCH 13(†) 1 YR.
C - TOTAL RETURN TO MARCH 13(†) 3 YRS.
D - VOL. RANK
E - MAX. LOAD
F - 800 NUMBER(‡)
A B C D
E F
1. ProFund Ultra Japan Inv(@) 81.2% 53.8% 10
none 776-3637(#)
2. ING Russia A(@) 73.1 49.5 10
5.75%(s) 992-0180
3. T. Rowe Price Latin America 67.2 60.7 10
2.00(r) 638-5660
4. Fidelity Latin America 63.8 62.5 10
1.50(r) 544-8544
5. Fidelity Adv Latin America
A(@) 62.9 61.3 10
5.75(s) 544-8544
6. Eaton Vance Greater India
A(@) 62.5 67.7 10
5.75(s) 225-6265
7. Merrill Lynch Latin America
B(@) 62.2 62.4 10
4.00(r) 637-3863
8. DWS Latin America Equity A 60.9 54.1 10
5.75(s) 621-1048
9. Third Millennium Russia 46.7 49.7 10
2.00(r) 527-9525
10. T. Rowe Price Emer Eur
& Med 44.8 57.6 10
2.00(r) 638-5660
CATEGORY AVERAGE 27.3% 37.6%
MSCI EAFE 16.8% 29.8%
(†) Annualized for three years. (‡) Numbers with
other area codes are footnoted. (@) Rankings exclude share
classes of this fund with different fee structures or higher
minimum initial investments. (**) Closed to new investors.
(§) Share class closed to new investors. Other share
classes may be open. (r) Maximum redemption fee. (s) Front-end
load; redemption fee may apply. (#) Area code 888. (+) Area
code 877. Results for sector funds that specialize in technology,
health care, real estate, financial services, natural resources
and utility stocks rotate monthly. MSCI EAFE is Morgan Stanley's
Europe, Australasia, Far East index. SOURCE: Copyright ©
2006, Standard & Poor's, a division of The McGraw-Hill
Companies Inc. All rights reserved.
Get the latest returns for 4,000 funds, including all six sector-fund categories that appear on a rotating basis, at kiplinger.com/investing/funds. HOW TO USE THE TABLES: Diversified funds are categorized by the average market value of their holdings. Funds that invest in stocks of all sizes are Included in the Midsize category. Investment Style describes the kinds of stocks a fund owns. Growth means a fund's stocks tend to be more expensive relative to book value. Value means the stocks are cheap in relation to book value. Blend means they are in between. Short funds bet only on falling stock prices. Total Return assumes reinvestment of all dividends and capital gains; three- and five-year returns are annualized. Returns reflect ongoing expenses, but not sales charges. Volatility Ranking measures volatility among all stock funds on a scale of 1 (least volatile) to 10 (most volatile). An asterisk means a fund is not yet three years old and its volatility score may not be comparable to that of other funds. Expense Ratio is the percentage of assets claimed annually for operating a fund. in the Fair Use guidelines of the 1976 U.S. Copyright Act. info [at] singlearticles.com Powered by CommonSense |
INDIA'S ART APPRECIATION. The nice-girl stereotype evolves. Diners Are a Girl's Best Friend. |
||||||
 |
 |
||||||