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

Funds with Legs for the Long Run

(page 3 of 3)

And here's a list of the top 10 funds among large-cap, mid-cap, and small-cap equity funds, ranked by five-year annualized returns through Dec. 31, 2006.

  Top Ten Funds (ranked by five-year annualized returns in each category)

Fund Name Symbol Five-Year Return (annualized %) Fund Status

Large Cap    

Marsico 21st Century MXXIX 15.83 Open

HW Large Cap Value/I HWLIX 14.28 Closed

RiverSource Dvsfd Eq/A INDZX 13.17 Open

Dodge & Cox Stock DODGX 12.84 Closed

Am Beacon LCVl/AMR AAGAX 12.56 Open

DFA US Large Cap Val III DFUVX 12.48 Open

DFA US Large Cap Val II DFCVX 12.46 Open

LWAS/DFA US Hi Bk to Mkt DFBMX 12.28 Open

Target:Large Cap Value TALVX 12.23 Open

Amana Mutual Fd Tr Income AMANX 12.17 Open

S&P 500 Index   6.19

     

Mid Cap    

Fidelity Leveraged Co Stk FLVCX 27.08 Open

HW Mid-Cap Value/I HWMIX 17.92 Closed

Artisan Mid Cap Value ARTQX 16.96 Closed

SEI Instl Mgd Mid-Cp/A SEMCX 14.29 Open

Columbia Mid Cap Val/Z NAMAX 14.21 Open

Vanguard Selected Value VASVX 14.12 Open

n/i numeric inv MidCap NIGVX 13.81 Open

Vanguard Strategic Eqty VSEQX 13.43 Open

Accessor:Sm to Mid Cp/Adv ASMCX 13.38 Open

Rainier:Small/Md Cp Eq RIMSX 13.09 Closed

S&P Midcap 400 Index   10.88

     

Small Cap    

Perritt Capital Growth PRCGX 20.15 Open

n/i numeric inv Sm Cap Vl NISVX 19.52 Closed

DFA US Small Cap Value/II DFAVX 19.21 Open

Gartmore Small Cap/A GSXAX 19.13 Open

DFA US Small Cap Value DFSVX 18.90 Open

DFA US Targeted Val Port DFFVX 17.81 Open

Pacific Cap Small Cap/Y PSCYX 17.64 Open

Boston Co Sml Cap Value STSVX 16.86 Closed

Satuit Cap Mgmt MCp SATMX 16.71 Open

Target:Small Cap Value TASVX 16.69 Open

S&P SmallCap 600 Index   12.49

(For more information on funds, visit BusinessWeek.com's Mutual Fund Scoreboard.

Sandiford is managing editor of Standard & Poor's weekly investing newsletter The Outlook.

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.

Reader Discussion

 

BW Mall - Sponsored Links