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March 22, 2004 BW Magazine Table of Contents

March 22, 2004 The Best Mutual Fund Managers 2004 Table of Contents



The Best Mutual Fund Managers 2004






This Year's Winners
Fund Name/Symbol
S&P ReportCategory Portfolio Manager
Julius Baer International Equity
BJBIX Foreign Rudolph-Riad Younes
Calamos Growth & Income
CVTRX Convertibles John Calamos Sr./Nick Calamos
Calvert Social Investment Equity
CSIEX Large-cap Blend Daniel Boone III
Dodge & Cox Balanced
DODBX Domestic HybridTeam Managed
Growth Fund of America
AGTHX Large-cap Growth Team Managed
Legg Mason Value Trust
LMVTX Large-cap Blend Bill Miller/ Nancy Dennin
Managers Bond
MGFIX Intermed. Bond Dan Fuss
TCW Galileo Total Return Bond
TGLMX Intermed. Govt. Barach, Gundlach, Horton
Thornburg Value A
TVAFX Large-cap Blend William Fries



The Best Mutual Fund Managers 2004
Here are the winners of the second annual Standard&Poor's/BusinessWeek Excellence in Fund Management Awards

An Adventurer's Daring Pays Off
Daniel Boone III's socially responsible equity fund leaves the S&P's five-year returns in the dust

Online Extra: Q&A with Daniel Boone
Calvert Social Investment Equity Fund's manager says "there's a lot of overlap" in outfits that meet its social and financial criteria

Making A Habit Of Performance
How Dan Fuss plans to maintain his fund's returns despite the weak dollar and possible higher rates

Online Extra: Q&A with Daniel Fuss
The man at the helm of the Managers Bond Fund talks about the strategies that have kept the portfolio in the green

No Stars, Stellar Work
Dodge & Cox funds rely on picks by committee

A Bargain Hunter With A Wide Scope
Bill Fries weaves many investing disciplines together at the Thornburg Value Fund

Online Extra: Q&A with Bill Fries
The Thornburg Value Fund's manager says he adds some growth picks to his portfolio to create "a product that's good for all seasons"

The View From The Winner's Circle
Here's where the repeat all-star fund managers are staking their money in 2004

Online Extra: Q&A with Jeffrey Gundlach
The co-manager of TCW Galileo Total Return Bond Fund says "by concentrating in mortgages, we have an edge over more diversified funds"

Online Extra: Q&A with Bill Miller
The chief of the Legg Mason Value Trust Fund shares his insights on how to weigh risk, what's ahead for the economy, and social behavior

Online Extra: Q&A with Riad Younes
The manager of the Julius Baer International Equity Fund talks about the sugar high of the U.S. economy and which countries look strong long term

Interactive Mutual Fund Scoreboard
This is the online version of one of BusinessWeek's most popular investor features. Check the performance of your funds or search for portfolios that fit your needs

Online Extra: Lower-Risk Funds Flourish in February
Value portfolios and those focused on defensive sectors performed well amid worries about the recovery, high valuations, and inflation


MUTUAL FUNDS
Interactive Mutual Fund Scoreboard
Sort or search through BusinessWeek's exclusive risk-adjusted rankings for hundreds of equity and bond funds. You can hunt via ticker, name, or fund category. Funds are rated both individually and within their category

RELATED VIDEOS

Fund Stars

Despite scandals, the managers of nine mutual funds performed exceptionally well and win the S&P/BW award, says BW's Lauren Young


Good Time For Central Europe
Portfolio manager Riad Younes sees better prospects ahead for Central Europe, as Poland and the Czech Republic join the European Union

Vanguard's Leader
The mutual-fund scandals so far may be just the tip of the iceberg, says legendary fund manager Jack Bogle

Moral Yield
Social responsibility and a high return can be combined in the Pax World High-Yield Fund. BW's Toddi Gutner reports

Management Watch
Investors should keep an eye on the corner office when deciding on a stock, says Knox Fuqua, portfolio manager of the AAM Equity Fund

Cool Heads
Neil Hennessy explains how his Hennessy Cornerstone Growth Fund has outperformed the market: Buy and hold

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