SPECIAL REPORT
The Best Performers in Their Categories
Rated against their peers, these funds earn A's for five-year, risk-adjusted
total returns. Not all categories have ratings, since some lack enough funds
with enough history to perform a ratings review.
AVERAGE ANNUAL
FUND TOTAL RETURN (%)*
ALL CAP
SALOMON BROTHERS CAPITAL O** 25.2
DIVERSIFIED EMERGING MARKETS
PILGRIM EMERGING COUNTRIES A** 5.4
SSGA EMERGING MARKETS** 0.3
DIVERSIFIED PACIFIC/ASIA
MERRILL LYNCH PACIFIC B** 6.6
DOMESTIC HYBRID
ALLEGHANY/CHICAGO BALANCED N** 16.0
CALAMOS MARKET NEUTRAL A** 11.2
GABELLI WESTWOOD BALANCED AAA** 14.4
GATEWAY 10.9
IDEX JCC BALANCED B** 16.1
JANUS BALANCED 17.4
LEUTHOLD CORE INVESTMENT** 14.0
MAIRS & POWER BALANCED** 16.0
OAKMARK EQUITY & INCOME I** 16.2
OPPENHEIMER QUEST BALANCED VALUE A 18.9
PAX WORLD BALANCED 16.3
PREFERRED ASSET ALLOCATION** 14.0
T. ROWE PRICE CAPITAL APPRECIATION 13.4
TRANSAMERICA PREMIER BALANCED INV.** 20.5
VAN KAMPEN EQUITY INCOME A 17.2
VANGUARD ASSET ALLOCATION 15.3
WELLS FARGO GROWTH BALANCED I 15.4
WELLS FARGO MODERATE BALANCED I 12.0
EUROPE
FIDELITY NORDIC** 24.6
FOREIGN
AMERICAN CENTURY INTL. DISCOVERY INV. 24.1
ARTISAN INTERNATIONAL 24.4
FIDELITY DIVERSIFIED INTERNATIONAL 16.5
JANUS ASPEN INTERNATIONAL GROWTH INSTL. 23.5
JANUS OVERSEAS 21.8
JB INTERNATIONAL EQUITY A** 22.9
NATIONS INTL. VALUE INV A** 19.4
PILGRIM INTL. SMALL CAP GROWTH A** 27.3
PILGRIM INTERNATIONAL VALUE A 18.9
PUTNAM INTERNATIONAL VOYAGER A 24.8
UMB SCOUT WORLDWIDE** 14.8
HEALTH
VANGUARD HEALTH CARE 30.4
INTERNATIONAL HYBRID
OPPENHEIMER GLOBAL GROWTH & INCOME A 24.4
LARGE-CAP BLEND
AMCAP A 20.5
AMERISTOCK** 22.5
BUFFALO EQUITY** 19.8
EVERGREEN CAPITAL GROWTH A** 21.7
FIRST GROWTH & INCOME I 23.3
LEGG MASON VALUE TRUST PRIM 27.0
SSGA GROWTH & INCOME** 20.7
STRONG GROWTH & INCOME INV. 22.1
THOMPSON PLUMB GROWTH** 22.8
THORNBURG VALUE A 25.9
U.S. GLOBAL LEADERS GROWTH** 20.7
LARGE-CAP GROWTH
ALLEGHANY/CHICAGO GROWTH & INC. N** 22.1
BUFFALO USA GLOBAL** 21.3
GABELLI GROWTH 23.7
GROWTH FUND OF AMERICA A 24.6
HERITAGE CAPITAL APPRECIATION A** 24.7
HERITAGE GROWTH EQUITY C** 27.0
JANUS GROWTH & INCOME 25.1
JENSEN** 19.5
MASS. INVESTORS GROWTH STOCK A 26.8
NORTHERN SELECT EQUITY** 26.3
RYDEX OTC INV 32.3
SMITH BARNEY AGGRESSIVE GROWTH A 28.3
TOUCHSTONE GROWTH/VALUE A** 27.7
WARBURG PINCUS CAP. APPREC. CMN 23.4
WELLS FARGO LARGE COMPANY GROWTH I 26.0
WHITE OAK GROWTH 29.0
LARGE-CAP VALUE
CLIPPER 20.1
COUNTRY GROWTH** 19.8
EXCELSIOR VALUE & RESTRUCTURING 22.9
FIDELITY DIVIDEND GROWTH 22.5
GABELLI WESTWOOD EQUITY AAA** 19.0
GABELLI EQUITY INC. AAA** 15.6
MAIRS & POWER GROWTH** 19.2
RSI RETIREMENT VALUE EQUITY** 21.3
SELECTED AMERICAN 22.4
SMITH BARNEY FUNDAMENTAL VALUE A 19.5
VAN KAMPEN COMSTOCK A 20.9
VAN KAMPEN GROWTH & INCOME A** 18.5
WADDELL & REED ADV. ACCUMULATIVE A 21.9
WEITZ PARTNERS VALUE 26.1
WEITZ VALUE 25.2
MID-CAP BLEND
MERGER 12.3
MID-CAP GROWTH
CALAMOS GROWTH A** 37.4
CITIZENS EMERGING GROWTH RETAIL** 26.2
FIDELITY MID CAP STOCK 26.1
VANGUARD CAPITAL OPPORTUNITY 26.3
VANGUARD PRIMECAP 24.6
MID-CAP VALUE
MAINSTAY MAP EQUITY INSTL.** 21.0
MAS MID CAP VALUE INSTL. 25.1
PIMCO RENAISSANCE C** 22.6
NATURAL RESOURCES
AMERICAN GAS INDEX A** 18.8
PACIFIC/ASIA EX-JAPAN
MATTHEWS ASIAN GROWTH & INCOME** 6.5
PRECIOUS METALS
FIDELITY SELECT CHEMICALS** 7.9
REAL ESTATE
DELAWARE REAL ESTATE INV. TRUST A** 16.0
SMALL-CAP BLEND
DREYFUS GROWTH & VALUE EMERGING LDRS. 24.8
WASATCH CORE GROWTH** 19.9
SMALL-CAP GROWTH
AMERICAN CENTURY HERITAGE INV. 19.5
BRIDGEWAY AGGRESSIVE GROWTH** 36.0
FIDELITY EXPORT & MULTINATIONAL** 24.7
FIDELITY NEW MILLENNIUM 30.9
FIRSTAR MICROCAP RETAIL A** 35.4
FREMONT U.S. MICRO CAP 27.4
RS EMERGING GROWTH A 31.3
TOUCHSTONE EMERGING GROWTH A** 22.5
VALUE LINE SPECIAL SITUATIONS** 22.6
WASATCH MICRO CAP** 27.3
SMALL-CAP VALUE
BERGER SMALL CAP VALUE INSTL. 20.4
GABELLI INVESTOR ABC** 10.3
MERIDIAN VALUE** 29.4
ROYCE TRUST & GIFTSHARES INV.** 24.5
STATE STREET RESEARCH AURORA A 28.9
WEITZ HICKORY** 23.2
TECHNOLOGY
DRESDNER RCM GLOBAL TECHNOLOGY I** 44.2
UTILITIES
MFS UTILITIES B 20.2
MSDW GLBL. UTILITIES B 19.8
WORLD
CAPITAL WORLD GROWTH & INC. A 16.6
JANUS ASPEN WLDWD. GROWTH INSTL. 23.0
JANUS WORLDWIDE 21.2
OPPENHEIMER GLOBAL A 21.6
TWEEDY BROWNE GLOBAL VALUE 18.2
* 1996-2000, appreciation plus reinvestment of dividends and capital gains
before taxes
** Fund data in BusinessWeek Online
Data: Standard & Poor's
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
BACK TO TOP
|
|  |
 | |
RELATED ITEMS
The Best Mutual Funds
TABLE: The A List
TABLE: The Best Performers in Their Categories
TABLE: The Largest Funds
TABLE: The Fund Categories
Caution: Your Fund May Be Top-Heavy
TABLE: Diversified Funds Lose on Big Bets
Funds That Can Dodge Tax Bullets
TABLE: Weighing Funds' Tax Baggage
Commentary: No Excuse for High Fund Fees
SCOREBOARD: Equity Funds: Mutual Fund Scoreboard (.pdf)
Interactive Mutual Fund Scoreboard
INTERACT
E-Mail to Business Week Online
|
