Magazine

Table: Tops In Their Class


These equity funds earned A ratings when compared to others in the same category. 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

AVG. ANNUAL TOT. RETURN*

ALL CAP

Columbia Strategic Investor Z

CSVFX

14.5%

Fairholme

FAIRX

12.7

Hodges

HDPMX

16.4

Matthew 25

MXXVX

12.3

Texas Capital Value & Growth

TCVGX

17.4

Yacktman

YACKX

13.0

Yacktman Focused

YAFFX

13.2

COMMUNICATIONS

T Rowe Price Media & Telecommunications

PRMTX

9.2

DIV. EMERGING MARKETS

ING Russia A

LETRX

48.3

T Rowe Price Emerging Europe & Mediterranean

TREMX

27.4

DOMESTIC HYBRID

Amer Beacon Balanced PlanAhead

AABPX

7.6

Berwyn Income

BERIX

9.8

Bruce

BRUFX

30.5

CornerCap Balanced

CBLFX

6.3

Delaware Dividend Income A

DDIAX

7.6

Dodge & Cox Balanced

DODBX

9.9

EquiTrust Srs Managed B

FBMGX

7.0

Exeter Pro Blend Extended Term A

MNBAX

6.4

Fidelity Balanced

FBALX

8.1

Fifth Third Strategic Income Instl

MXIIX

8.0

First Focus Balanced

FOBAX

7.4

Franklin Custodian Fd Income A

FKINX

8.3

Greenspring

GRSPX

9.5

Hillman Total Return

HCMTX

6.8

Income Fund of America A

AMECX

8.1

James Balanced Golden Rainbow

GLRBX

8.0

Leuthold Core Investment

LCORX

9.3

Oakmark Equity & Income I

OAKBX

11.3

Permanent

PRPFX

11.5

T Rowe Price Capital Appreciation

PRWCX

11.4

USAA Balanced Strategy

USBSX

6.1

Valley Forge

VAFGX

7.7

Vanguard Wellesley Income Inv

VWINX

6.5

Vanguard Wellington Inv

VWELX

6.8

Villere Balanced

VILLX

6.6

EUROPE

US Global Accolade Eastern European

EUROX

41.0

iShares MSCI Austria Index

EWO

30.3

FINANCIAL

Burnham Financial Serv A

BURKX

19.4

FBR Small Cap Financial

FBRSX

18.8

FOREIGN

AIM International Small Company A

IEGAX

22.3

BlackRock Intl Opportunities Inv A

BREAX

14.0

Boston Company International Small Cap

SDISX

19.5

Commonwealth New Zealand

CNZLX

15.2

Driehaus International Discovery

DRIDX

12.0

Fidelity Canada

FICDX

15.8

First Eagle Overseas A

SGOVX

19.0

Laudus Rosenberg Intl Sm Cap Inv

RISIX

16.3

Lazard International Small Cap Open

LZSMX

13.9

MFS International New Discovery A

MIDAX

13.7

Morgan Stanley Instl Intl Small Cap A

MSISX

15.4

Oakmark International Small Cap I

OAKEX

20.6

Oppenheimer Intl Small Company A

OSMAX

19.1

Quant Foreign Value Ord

QFVOX

16.2

Tocqueville International Value

TIVFX

15.7

iShares MSCI Australia Index

EWA

18.5

HEALTH CARE

BlackRock Health Science Inv A

SHSAX

12.2

Fidelity Select Medical Delivery

FSHCX

16.0

Fidelity Select Medical Systems & Equipment

FSMEX

9.6

INTERNATIONAL HYBRID

First Eagle Global A

SGENX

17.9

JAPAN

Fidelity Japan Small Co

FJSCX

17.6

LARGE-CAP BLEND

Exeter Tax Managed A

EXTAX

3.4

Fidelity Capital Appreciation

FDCAX

5.4

Fidelity Export & Multinational

FEXPX

7.3

Fidelity Fifty

FFTYX

4.8

Janus Core Equity

JAEIX

3.3

Jennison 20/20 Focus A

PTWAX

6.7

Legg Mason Eq Tr Value Prim

LMVTX

4.5

MP 63

DRIPX

4.2

Managers AMG First Quad Tax Managed Equity

MFQTX

4.4

Marathon Value

MVPFX

7.3

Masters Select Value

MSVFX

8.3

Merrill Lynch Large Cp Core C

MCLRX

5.1

Parnassus Income Equity Income

PRBLX

6.6

Pioneer Focused Equity Y

ASEPX

4.9

Prudent Bear

BEARX

6.5

Russell LifePoints Eq Aggressive Stgy D

RELDX

3.5

Stockcar Stocks Index

SCARX

7.0

Thompson Plumb Growth

THPGX

4.9

Torray

TORYX

3.4

FUND

SYMBOL

AVG. ANNUAL TOT. RETURN*

LARGE-CAP GROWTH

Avondale Hester Total Return

AHTRX

3.6

Calvert Large Cap Growth A

CLGAX

2.6

Chase Growth

CHASX

2.7

Columbia Marsico 21st Century A

NMTAX

7.5

Constellation Sands Capital Select Growth II

PTSGX

1.7

Fidelity Contra

FCNTX

6.2

Fidelity Disciplined Equity

FDEQX

1.9

Gartmore US Growth Leaders A

GXXAX

5.0

Growth Fund of America A

AGTHX

3.1

Harris Insight Core Equity N

HGRAX

1.3

James Equity

JALCX

1.5

Janus Adviser Growth & Income S

JADGX

1.7

Janus Aspen Forty Instl

JACAX

1.2

Jensen

JENSX

1.6

Legg Mason Growth Trust Prim

LMGTX

8.8

Marsico 21st Century

MXXIX

7.1

Marsico Focus

MFOCX

1.2

Marsico Growth

MGRIX

1.3

Penn Street Adv Sector Rotational Port A

PSRPX

9.6

Prasad Growth

PRGRX

1.9

Russell Tax Managed Glbl Equity S

RTGSX

2.8

T Rowe Price Growth Stock

PRGFX

1.4

Transamerica Premier Equity Inv

TEQUX

1.7

Vanguard Morgan Growth Inv

VMRGX

1.3

Vanguard PRIMECAP

VPMCX

2.9

Wells Fargo Advtg Capital Growth Inv

SLGIX

3.8

LARGE-CAP VALUE

Allianz NFJ Dividend Value A

PNEAX

11.8

Allianz OCC Value A

PDLAX

8.4

Amer Beacon Large Cap Value PlanAhead

AAGPX

8.6

Amer Century Large Company Value Inv

ALVIX

7.4

Amer Century Value Inv

TWVLX

8.8

Auxier Focus Inv

AUXFX

9.0

Dodge & Cox Stock

DODGX

11.0

Gabelli Equity Income AAA

GABEX

7.1

Hillman Focus Advantage

HCMAX

8.8

ING Corporate Leaders Trust Series B A

LEXCX

7.1

J Hancock Classic Value A

PZFVX

12.4

Merrill Lynch Large Cp Vl C

MCLVX

9.0

Oakmark Select I

OAKLX

10.4

RiverSource Diversified Equity Income A

INDZX

9.8

Sequoia

SEQUX

7.3

TCW Galileo Dividend Focused N

TGIGX

7.9

Vantagepoint Equity Income

VPEIX

7.2

MID-CAP BLEND

Delaware American Services A

DASAX

14.7

Hussman Strategic Growth

HSGFX

12.0

IMS Capital Value

IMSCX

15.5

Legg Mason Eq Tr Special Invmnt Prim

LMASX

12.0

MID-CAP GROWTH

Baron iOpportunity

BIOPX

9.8

Columbia Acorn Select A

LTFAX

11.0

Federated Kaufmann K

KAUFX

9.3

First American Mid Cap Growth Opport Y

FISGX

8.4

Legg Mason Opportunity Tr Prim

LMOPX

11.9

MFS New Endeavor A

MECAX

8.6

Munder Mid Cap Core Growth A

MGOAX

9.1

Needham Growth

NEEGX

7.6

T Rowe Price Mid-Cap Growth

RPMGX

7.9

Vanguard Extended Market Index Inv

VEXMX

6.9

MID-CAP VALUE

Al Frank

VALUX

17.1

Fidelity Advisor Leverged Co Stock A

FLSAX

24.1

Hotchkis & Wiley Mid-Cap Value I

HWMIX

17.7

RS Value

RSVAX

17.4

MISCELLANEOUS

Fidelity Select Construction & Housing

FSHOX

17.3

Fidelity Select Industrial Materials

FSDPX

16.2

Van Eck Global Hard Assets A

GHAAX

20.5

NATURAL RESOURCES

US Global Inv Global Resources

PSPFX

31.6

PACIFIC/ASIA EX-JAPAN

Matthews Korea

MAKOX

37.1

iShares MSCI South Korea Index

EWY

30.7

PRECIOUS METALS

US Global Inv World Prec Minerals

UNWPX

38.1

REAL ESTATE

Alpine US Real Estate Equity Y

EUEYX

29.1

CGM Realty

CGMRX

28.9

Morgan Stanley Instl Intl Real Estate A

MSUAX

22.7

SMALL-CAP BLEND

Amer Century Sm Company Inv

ASQIX

16.1

Bridgeway Micro Cap Limited

BRMCX

16.2

Bridgeway Ultra Small Company

BRUSX

27.3

Dreyfus Premier Enterprise A

DPMGX

17.8

Satuit Capital Management Micro Cap

SATMX

21.4

SMALL-CAP GROWTH

Bjurman Barry Micro Cap Growth

BMCFX

13.5

Bogle Small Cap Growth Inv

BOGLX

12.3

Columbia Acorn USA Z

AUSAX

14.3

Columbia Acorn Z

ACRNX

13.0

FBR Small Cap

FBRVX

21.5

Hennessy Cornerstone Growth

HFCGX

15.3

Munder Micro Cap Equity A

MMEAX

15.2

Oberweis Micro Cap

OBMCX

19.8

Perritt Micro Cap Opportunities

PRCGX

24.2

Wasatch Micro Cap

WMICX

19.3

William Blair Small Cap Growth N

WBSNX

16.8

n/i numeric investors Emerging Growth

NIMCX

11.9

SMALL-CAP VALUE

Berwyn

BERWX

19.9

Bridgeway Ultra Small Company Market

BRSIX

23.7

Diamond Hill Small Cap A

DHSCX

20.3

Fifth Third Micro Cap Value Instl

MXAIX

20.7

Franklin MicroCap Value

FRMCX

21.1

Hotchkis & Wiley Small Cap Value I

HWSIX

25.0

RS Partners

RSPFX

23.6

Schneider Small Cap Value

SCMVX

24.0

n/i numeric investors Small Cap Value

NISVX

21.1

TECHNOLOGY

Columbia Technology Z

CMTFX

2.9

Jacob Internet

JAMFX

2.3

Kinetics Internet Emerging Growth

WWWEX

5.3

Matthews Asian Technology

MATFX

9.6

RS Internet Age

RIAFX

3.5

Wasatch Global Science & Technology

WAGTX

6.1

UTILITIES

Franklin Custodian Fd Utilities A

FKUTX

6.0

WORLD

CGM Focus

CGMFX

23.3

Ivy Cundill Global Value Adv

ICDVX

10.4

Oakmark Global I

OAKGX

18.0

Polaris Global Value Investor

PGVFX

16.4

Templeton Global Smaller Companies A

TEMGX

13.3

Vanguard Global Equity

VHGEX

12.0

*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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