SPECIAL REPORT -- MUTUAL FUNDS
The Largest Funds
Here's how BUSINESS WEEK rates the largest equity funds.
| Fund | Assets
In Billions | Overall
Rating | Avg. Annl.
Total Return* | Investment
Category | Category
Rating |
|
| VANGUARD 500 INDEX | $104.7 | A | 28.5% | Large-cap Blend | A |
|
| FIDELITY MAGELLAN | 99.2 | B | 26.2 | Large-cap Blend | C |
|
| WASHINGTON MUTUAL INVESTORS | 55.1 | B | 22.3 | Large-cap Value | B |
|
| INVESTMENT CO. OF AMERICA | 53.7 | B+ | 23.7 | Large-cap Value | A |
|
| FIDELITY GROWTH & INCOME | 47.6 | B+ | 24.6 | Large-cap Blend | B+ |
|
| FIDELITY CONTRAFUND | 43.5 | B+ | 27.5 | Large-cap Growth | B |
|
| JANUS | 37.9 | A | 31.4 | Large-cap Growth | A |
|
| AMERICAN CENTURY ULTRA INV. | 37.6 | C | 29.7 | Large-cap Growth | D |
|
| JANUS TWENTY | 31.3 | A | 45.2 | Large-cap Growth | A |
|
| EUROPACIFIC GROWTH | 30.4 | B | 21.5 | Foreign | A |
|
| NEW PERSPECTIVE | 29.0 | B+ | 23.9 | World | B+ |
|
| JANUS WORLDWIDE | 28.4 | A | 30.9 | World | A |
|
| VANGUARD WINDSOR II | 26.9 | C | 20.1 | Large-cap Value | C |
|
| FIDELITY BLUE CHIP GROWTH | 25.9 | B | 25.8 | Large-cap Growth | C |
|
| VANGUARD WELLINGTON | 25.6 | B+ | 17.4 | Domestic Hybrid | C |
|
| FIDELITY PURITAN | 24.7 | B | 15.5 | Domestic Hybrid | C |
|
| FIDELITY ADV. GROWTH OPPORT. T | 24.4 | B | 21.0 | Large-cap Value | B+ |
|
| GROWTH FUND OF AMERICA | 23.8 | B+ | 29.4 | Large-cap Blend | B |
|
| FIDELITY EQUITY-INCOME | 23.1 | C | 20.1 | Large-cap Value | C |
|
| INCOME FUND OF AMERICA | 21.4 | B+ | 14.9 | Domestic Hybrid | C |
|
| *1995-99, appreciation plus reinvestment of dividends and capital gains before taxes |
| DATA: MORNINGSTAR INC. |
|
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RELATED ITEMS
Our Annual Guide to Mutual Funds
TABLE: The A List
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TABLE: The Largest Funds
TABLE: The Fund Categories
SCOREBOARD: Equity Funds: Mutual Fund Scoreboard (.pdf)
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