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Fund Investor : Fund Insight January 31, 2007, 4:01PM EST

Funds with Legs for the Long Run

(page 2 of 3)

The funds in the table below were consistently in the top half of performers in the latest S&P survey. They are all open to new investors, have no front-end loads and what we consider reasonable expense ratios. In addition, they all had five-year annualized returns of at least 10% through Dec. 31, 2006.

  Consistent Performers

Fund name Symbol S&P Ranking Turnover (%) 12-Month Return (%) 3-Year Return (%) 5-Year Return (%)

LARGE-CAP FUNDS          

Amana Trust Income AMANX 4 10 21.2 18.0 12.2

Am. Beacon Large Cap Value AAGPX 5 25 18.7 15.7 12.0

Cambiar Opportunity CAMOX 3 38 16.6 12.8 10.2

Marsico 21st Century MXXIX 5 136 18.6 16.1 15.8

Target Large Cap Value TALVX 4 90 19.3 14.7 12.2

TCW Diversified Value TGDVX 4 35 18.5 15.1 10.9

Vanguard Windsor II VWNFX 4 28 18.2 14.4 10.1

S&P 500       15.8 10.4 6.2

           

MID-CAP FUNDS          

Accessor Small/Mid Cap ASMCX 4 42 13.7 15.2 13.4

Fidelity Leveraged Co. Stock FLVCX 5 23 17.6 19.8 27.1

Janus Mid Cap Value JMCVX 4 86 15.3 14.6 12.8

Vanguard Selected Value VASVX 5 28 19.1 16.6 14.1

Vanguard Strategic Equity VSEQX 3 75 13.4 14.5 13.4

Westcore Mid Cap Value WTMCX 3 49 12.2 16.2 12.0

S&P MidCap 400       10.3 13.1 10.9

           

SMALL-CAP FUNDS          

Columbia Acorn ACRNX 5 16 14.5 16.3 14.7

Perritt Micro Cap Opportunities PRCGX 5 24 13.7 15.1 20.2

Stratton Small Cap Value STSCX 3 15 13.8 16.8 16.7

Target Small Cap Value TASVX 5 118 17.7 17.1 16.7

S&P SmallCap 600       15.1 15.0 12.5

All of the views expressed in this research report accurately reflect the research analyst's personal views regarding any and all of the subject securities or issuers. No part of analyst compensation was, is or will be, directly or indirectly related to the specific recommendations or views expressed in this research report. Standard & Poor's Regulatory Disclosure

Any advice, analysis, or recommendations contained in articles labeled "Insight from Standard & Poor's" reflect the views of Standard & Poor's, which operates separately from and independently of BusinessWeek Online. It is possible that BWOL may from time to time publish information that is not consistent with advice, analysis, or recommendations that are published by Standard & Poor's. Standard & Poor's and BusinessWeek Online are each units of The McGraw-Hill Companies, Inc.

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