Magazine

Online Extra: The Best Overall Equity Funds


These equity funds earned A ratings when compared to all other equity funds. Ratings are based on the five-year total return (ending Dec. 31, 2005), adjusted for risk. For more detail on these funds, see the Mutual Fund Scoreboard

FUND

SYMBOL

TOTAL RETURN*

CATEGORY

ABN AMRO Real Estate N

ARFCX

18.2%

Real Estate

AEW Real Estate A

NRFAX

19.5

Real Estate

AIM Developing Markets A

GTDDX

19.0

Diversified Emerging Markets

AIM European Small Company A

ESMAX

20.9

Europe

AIM Gold & Precious Metals Inv

FGLDX

28.3

Precious Metals

AIM International Small Company A

IEGAX

22.3

Foreign

AIM Real Estate A

IARAX

21.0

Real Estate

Adelante US Real Estate Securities Y

LLUYX

18.4

Real Estate

Aegis Value

AVALX

18.3

Small-cap Value

Al Frank

VALUX

17.1

Mid-cap Value

AllianceBernstein Real Est Invstmnt A

AREAX

18.7

Real Estate

AllianceBernstein Real Est Invstmnt Instl I

ARIIX

18.4

Real Estate

Alpine International Real Estate Equity Y

EGLRX

21.1

Real Estate

Alpine Realty Income & Growth Y

AIGYX

20.3

Real Estate

Alpine US Real Estate Equity Y

EUEYX

29.1

Real Estate

Amer Beacon Emerging Market Instl

AEMFX

20.1

Diversified Emerging Markets

Amer Beacon Small Cap Value PlanAhead

AVPAX

18.4

Small-cap Value

Amer Century Global Gold Inv

BGEIX

32.2

Precious Metals

Amer Century Real Estate Inv

REACX

19.7

Real Estate

Amer Century Sm Company Inv

ASQIX

16.1

Small-cap Blend

Artisan Small Cap Value

ARTVX

15.8

Small-cap Value

Berwyn

BERWX

19.9

Small-cap Value

BlackRock Global Resources Inv A

SSGRX

30.5

Natural Resources

Boston Company International Small Cap

SDISX

19.5

Foreign

Boston Company Small Cap Value

STSVX

16.6

Small-cap Value

Bridgeway Micro Cap Limited

BRMCX

16.2

Small-cap Blend

Bridgeway Ultra Small Company

BRUSX

27.3

Small-cap Blend

Bridgeway Ultra Small Company Market

BRSIX

23.7

Small-cap Value

Bruce

BRUFX

30.5

Domestic Hybrid

Burnham Financial Serv A

BURKX

19.4

Financial

CGM Focus

CGMFX

23.3

World

CGM Realty

CGMRX

28.9

Real Estate

Cohen & Steers Realty Focus Instl

CSSPX

21.6

Real Estate

Cohen & Steers Realty Income C

CSCIX

16.5

Real Estate

Cohen & Steers Realty Shares

CSRSX

19.0

Real Estate

Cohen & Steers Reatly Shares Instl

CSRIX

19.1

Real Estate

Consulting Grp Cap Mkts Emerg Mkts Eq Inv

TEMUX

17.6

Diversified Emerging Markets

Davis Real Estate A

RPFRX

18.2

Real Estate

Delafield

DEFIX

17.0

Small-cap Value

Delaware Emerging Markets A

DEMAX

24.5

Diversified Emerging Markets

Diamond Hill Bank & Financial A

BANCX

18.0

Financial

Diamond Hill Small Cap A

DHSCX

20.3

Small-cap Value

Dreyfus Premier Emerging Markets A

DRFMX

20.6

Diversified Emerging Markets

Dreyfus Premier Enterprise A

DPMGX

17.8

Small-cap Blend

Driehaus Emerging Markets Growth

DREGX

20.9

Diversified Emerging Markets

EII Realty Securities Instl

EIIRX

16.9

Real Estate

Eastern European Equity A

VEEEX

24.3

Europe

Eaton Vance Asian Small Companies A

EVASX

22.1

Diversified Pacific/Asia

Eaton Vance Emerging Mkts A

ETEMX

19.9

Diversified Emerging Markets

Eaton Vance Greater India A

ETGIX

21.9

Pacific/Asia ex-Japan

Evergreen Emerging Mkts Gr A

EMGAX

19.0

Diversified Emerging Markets

Evergreen Precious Metals A

EKWAX

35.8

Precious Metals

Excelsior Emerging Markets

UMEMX

20.6

Diversified Emerging Markets

Excelsior Real Estate

UMREX

17.7

Real Estate

FBR Small Cap

FBRVX

21.5

Small-cap Growth

FBR Small Cap Financial

FBRSX

18.8

Financial

Fidelity Advisor Korea A

FAKAX

28.5

Pacific/Asia ex-Japan

Fidelity Advisor Latin America A

FLTAX

20.5

Latin America

Fidelity Advisor Leverged Co Stock A

FLSAX

24.1

Mid-cap Value

Fidelity Canada

FICDX

15.8

Foreign

Fidelity Emerging Market

FEMKX

19.1

Diversified Emerging Markets

Fidelity Japan Small Co

FJSCX

17.6

Japan

Fidelity Latin America

FLATX

22.0

Latin America

Fidelity Low Priced Stock

FLPSX

17.3

Small-cap Value

Fidelity Real Estate Investment

FRESX

19.0

Real Estate

Fidelity Select Construction & Housing

FSHOX

17.3

Miscellaneous

Fidelity Select Gold

FSAGX

28.0

Precious Metals

Fidelity Select Industrial Materials

FSDPX

16.2

Miscellaneous

Fidelity Select Medical Delivery

FSHCX

16.0

Health

Fifth Third Micro Cap Value Instl

MXAIX

20.7

Small-cap Value

First American Real Estate Securities Y

FARCX

19.9

Real Estate

First Eagle Global A

SGENX

17.9

International Hybrid

First Eagle Gold A

SGGDX

36.5

Precious Metals

First Eagle Overseas A

SGOVX

19.0

Foreign

Forward Emerald Select Banking & Finance A

HSSAX

18.9

Financial

Forward Uniplan Real Estate Investment

FFREX

16.2

Real Estate

Franklin Gold & Precious Metals A

FKRCX

25.1

Precious Metals

Franklin MicroCap Value

FRMCX

21.1

Small-cap Value

Franklin Real Estate Sec A

FREEX

17.7

Real Estate

GMO Emerging Markets Quality III

GMASX

23.9

Pacific/Asia ex-Japan

Gabelli Gold AAA

GOLDX

33.2

Precious Metals

Gartmore Emerging Markets A

GEGAX

19.8

Diversified Emerging Markets

Goldman Sachs Emerg Mkts Eq A

GEMAX

17.9

Diversified Emerging Markets

Goldman Sachs Real Estate Sec A

GREAX

18.3

Real Estate

Guardian Baillie Gifford Emerging Mkts A

GBEMX

20.8

Diversified Emerging Markets

Guinness Atkinson Asia Focus

IASMX

19.6

Pacific/Asia ex-Japan

Hansberger Emerging Markets Instl

HEMGX

19.4

Diversified Emerging Markets

Harding Loevner Emerging Markets

HLEMX

21.6

Diversified Emerging Markets

Harris Insight Emerging Markets N

HEMAX

18.1

Diversified Emerging Markets

Heartland Value

HRTVX

16.8

Small-cap Value

Heartland Value Plus

HRVIX

18.7

Small-cap Value

Hodges

HDPMX

16.6

All Cap

Hotchkis & Wiley Mid-Cap Value I

HWMIX

17.7

Mid-cap Value

Hotchkis & Wiley Small Cap Value I

HWSIX

25.0

Small-cap Value

ICON Energy

ICENX

18.8

Natural Resources

ING Precious Metals

LEXMX

29.3

Precious Metals

ING Russia A

LETRX

48.3

Diversified Emerging Markets

iShares DJ US Real Estate Index

IYR

17.2

Real Estate

iShares MSCI Australia Index

EWA

18.5

Foreign

iShares MSCI Austria Index

EWO

30.3

Europe

iShares MSCI Brazil Index

EWZ

18.0

Latin America

iShares MSCI Mexico Index

EWW

23.7

Latin America

iShares MSCI South Korea Index

EWY

30.7

Pacific/Asia ex-Japan

Ivy Real Estate Securities A

IRSAX

19.2

Real Estate

J Hancock Real Estate A

JREAX

17.2

Real Estate

JPMorgan Realty Income I

URTLX

19.2

Real Estate

JPMorgan US Real Estate A

SUSIX

17.9

Real Estate

James Advantage Small Cap

JASCX

16.5

Small-cap Value

Jennison Natural Resources A

PGNAX

23.6

Natural Resources

Keeley Small Cap Value

KSCVX

17.5

Small-cap Value

Kensington Strategic Realty A

KSRAX

19.0

Real Estate

Laudus Rosenberg Intl Sm Cap Inv

RISIX

16.3

Foreign

Lazard Emerging Markets Open

LZOEX

22.2

Diversified Emerging Markets

Legg Mason Glbl Tr Emerging Mkts Prim

LMEMX

20.3

Diversified Emerging Markets

MFS Emerging Markets Equity A

MEMAX

19.9

Diversified Emerging Markets

MainStay Small Cap Opportunity I

MOPIX

18.8

Small-cap Value

Managers Emerging Mkts Equity

MEMEX

18.8

Diversified Emerging Markets

Managers Real Estate Securities

MRESX

18.6

Real Estate

Matthews Asian Growth & Income

MACSX

19.4

Pacific/Asia ex-Japan

Matthews Korea

MAKOX

37.1

Pacific/Asia ex-Japan

Matthews Pacific Tiger

MAPTX

19.6

Pacific/Asia ex-Japan

Mellon Emerging Markets M

MEMKX

21.3

Diversified Emerging Markets

Merrill Lynch Developing Capital Markets A

MDDCX

17.6

Diversified Emerging Markets

Merrill Lynch Latin America C

MCLTX

22.2

Latin America

Merrill Lynch Natural Resources A

MDGRX

19.2

Natural Resources

Midas

MIDSX

28.9

Precious Metals

Morgan Stanley Instl Emerging Markets A

MGEMX

18.3

Diversified Emerging Markets

Morgan Stanley Instl Intl Real Estate A

MSUAX

22.7

Real Estate

Morgan Stanley Instl US Real Estate A

MSUSX

19.5

Real Estate

Morgan Stanley Real Estate B

REFBX

17.9

Real Estate

Munder Real Estate Eq Invmnt A

MURAX

17.9

Real Estate

Munder Small Cap Value A

MNVAX

18.2

Small-cap Value

n/i numeric investors Small Cap Value

NISVX

21.1

Small-cap Value

OCM Gold

OCMGX

32.5

Precious Metals

Oakmark Global I

OAKGX

18.0

World

Oakmark International Small Cap I

OAKEX

20.6

Foreign

Oberweis Micro Cap

OBMCX

19.8

Small-cap Growth

Old Mutual Heitman REIT Z

OBRTX

18.5

Real Estate

Oppenheimer Developing Markets A

ODMAX

23.6

Diversified Emerging Markets

Oppenheimer Gold & Special Minerals A

OPGSX

28.0

Precious Metals

Oppenheimer Intl Small Company A

OSMAX

19.1

Foreign

Pacific Capital Small Cap A

PCSAX

18.8

Small-cap Value

Perritt Micro Cap Opportunities

PRCGX

24.2

Small-cap Growth

Phoenix Real Estate Sec A

PHRAX

19.9

Real Estate

Pioneer Emerging Markets A

PEMFX

18.3

Diversified Emerging Markets

Pioneer Real Estate Shares A

PWREX

18.2

Real Estate

Polaris Global Value Investor

PGVFX

16.4

World

ProFunds Real Estate Ultrasector Inv

REPIX

18.6

Real Estate

Quant Emerging Markets Ord

QFFOX

23.3

Diversified Emerging Markets

Quant Foreign Value Ord

QFVOX

16.2

Foreign

RS Global Natural Resources

RSNRX

26.2

Natural Resources

RS Partners

RSPFX

23.6

Small-cap Value

RS Value

RSVAX

17.4

Mid-cap Value

RiverSource Precious Metals A

INPMX

23.9

Precious Metals

Robeco Boston Partners Sm Cap Val II Inv

BPSCX

18.9

Small-cap Value

Royce Micro-Cap Inv

RYOTX

16.0

Small-cap Value

Royce Special Equity

RYSEX

16.8

Small-cap Value

Russell Emerging Markets S

REMSX

18.8

Diversified Emerging Markets

Russell Real Estate Securities S

RRESX

18.4

Real Estate

Rydex Precious Metals

RYPMX

21.2

Precious Metals

SEI Emerging Markets Equity

SIEMX

17.0

Diversified Emerging Markets

SSgA Emerging Markets

SSEMX

20.2

Diversified Emerging Markets

Satuit Capital Management Micro Cap

SATMX

21.4

Small-cap Blend

Schneider Small Cap Value

SCMVX

24.0

Small-cap Value

Scudder Emerging Markets S

SEMGX

17.9

Diversified Emerging Markets

Scudder Gold & Precious Metals S

SCGDX

33.0

Precious Metals

Scudder Latin America S

SLAFX

20.7

Latin America

Seligman Emerging Markets A

SHEMX

18.8

Diversified Emerging Markets

Spirit of America Real Estate A

SOAAX

18.2

Real Estate

Strategic Partners Real Estate Securities A

PURAX

22.4

Real Estate

Stratton Monthly Dividend REIT

STMDX

17.1

Real Estate

Stratton Small Cap Value

STSCX

16.0

Small-cap Value

T Rowe Price Emerging Europe & Mediterranean

TREMX

27.4

Diversified Emerging Markets

T Rowe Price Emerging Markets Stock

PRMSX

19.2

Diversified Emerging Markets

T Rowe Price Latin America

PRLAX

23.4

Latin America

T Rowe Price Real Estate

TRREX

19.4

Real Estate

T Rowe Price Small Cap Value

PRSVX

17.4

Small-cap Value

TAMARACK Enterprise S

TETSX

17.6

Small-cap Value

TAMARACK Microcap Value S

TMVSX

16.5

Small-cap Value

TCW Galileo Emrg Markets Equities I

TGEMX

15.8

Diversified Emerging Markets

Templeton China World A

TCWAX

20.9

Pacific/Asia ex-Japan

Templeton Developing Markets A

TEDMX

18.7

Diversified Emerging Markets

Templeton Instl Emerging Markets

TEEMX

19.3

Diversified Emerging Markets

Texas Capital Value & Growth

TCVGX

17.4

All Cap

Third Avenue Real Estate Value

TAREX

19.9

Real Estate

Third Millennium Russia

TMRFX

41.4

Diversified Emerging Markets

Tocqueville Gold

TGLDX

33.3

Precious Metals

US Global Accolade Eastern European

EUROX

41.0

Europe

US Global Inv Global Resources

PSPFX

31.6

Natural Resources

US Global Inv Gold Shares

USERX

33.1

Precious Metals

US Global Inv World Prec Minerals

UNWPX

38.1

Precious Metals

USAA Emerging Markets

USEMX

16.7

Diversified Emerging Markets

USAA Precious Metals & Minerals

USAGX

36.1

Precious Metals

Van Eck Global Hard Assets A

GHAAX

20.5

Miscellaneous

Van Eck Intl Investors Gold A

INIVX

33.0

Precious Metals

Van Kampen Emerg Mkts A

MSRAX

17.6

Diversified Emerging Markets

Van Kampen Real Estate Securities A

ACREX

18.5

Real Estate

Vanguard Emerging Mkts Stock Index

VEIEX

18.7

Diversified Emerging Markets

Vanguard Energy Inv

VGENX

20.7

Natural Resources

Vanguard Precious Metals

VGPMX

31.4

Precious Metals

Vanguard REIT Index

VGSIX

18.3

Real Estate

Wasatch Micro Cap

WMICX

19.3

Small-cap Growth

Wasatch Small Cap Value

WMCVX

17.1

Small-cap Value

Wells Fargo Advtg Small Cap Value Z

SSMVX

17.9

Small-cap Value

Wells S&P REIT Index A

WSPAX

17.4

Real Estate

Westwood Income AAA

WESRX

15.9

Real Estate

William Blair Small Cap Growth N

WBSNX

16.8

Small-cap Growth

*Appreciation plus reinvestment of dividends and capital gains before taxes. Jan. 1, 2001 through Dec. 31, 2005

Data: Standard & Poor's


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