Magazine

Table: Top Equity Funds By Category


Here we show the equity funds that received A ratings for the best risk-adjusted returns against all similar funds during the past five years. To compare funds on a number of measures see the Mutual Funds Interactive Scoreboard.

Fund Name

Category

Avg. Annual Tot. Return*

CGM Focus

All Cap

17.2

Fairholme

All Cap

15.1

Hodges

All Cap

18.0

Kinetics Paradigm

All Cap

20.4

Texas Capital Value & Growth

All Cap

15.5

Third Avenue Value

All Cap

14.5

Yacktman

All Cap

13.3

Yacktman Focused

All Cap

13.7

T Rowe Price Media & Telecommunications

Communications

16.5

ING Russia A

Diversified Emerging Markets

46.1

T Rowe Price Emerging Europe & Mediterranean

Diversified Emerging Markets

37.4

Third Millennium Russia A

Diversified Emerging Markets

40.4

Alpine Dynamic Balance

Domestic Hybrid

9.6

Amer Beacon Balanced PlanAhead

Domestic Hybrid

9.2

Bruce

Domestic Hybrid

29.4

CGM Mutual

Domestic Hybrid

9.3

Delaware Dividend Income A

Domestic Hybrid

11.1

Dodge & Cox Balanced**

Domestic Hybrid

10.7

Fidelity Balanced

Domestic Hybrid

10.0

FMI Provident Trust Strategy

Domestic Hybrid

9.1

Franklin Custodian Fd Income A

Domestic Hybrid

12.0

Goldman Sachs Grth & Inc Stgy A

Domestic Hybrid

10.2

Goldman Sachs Grth Strategy A

Domestic Hybrid

11.5

Greenspring

Domestic Hybrid

9.9

Income Fund of America A

Domestic Hybrid

11.0

Ivy Asset Strategy A

Domestic Hybrid

13.7

James Balanced Golden Rainbow

Domestic Hybrid

9.2

Leuthold Core Investment

Domestic Hybrid

13.0

Manning & Napier Pro Blend Extd Term A

Domestic Hybrid

9.0

Oakmark Equity & Income I

Domestic Hybrid

9.9

Permanent

Domestic Hybrid

13.6

SSgA Life Solutions Growth

Domestic Hybrid

9.0

T Rowe Price Capital Appreciation

Domestic Hybrid

12.2

T Rowe Price Personal Strategy Balanced

Domestic Hybrid

9.0

T Rowe Price Personal Strategy Growth

Domestic Hybrid

9.9

Value Line Income & Growth

Domestic Hybrid

8.9

Vanguard Wellington Inv

Domestic Hybrid

8.9

iShares MSCI Austria Index

Europe

39.3

US Global Accolade Eastern European

Europe

44.0

FBR Small Cap Financial

Financial

16.4

Forward Emerald Select Banking & Finance A

Financial

17.7

AIM International Small Company A**

Foreign

33.4

Amer Century International Disc Inv**

Foreign

21.5

Amer Century International Opport Inv**

Foreign

28.7

Artisan International Small Cap Inv**

Foreign

27.5

BlackRock Intl Opportunities Inv A**

Foreign

25.2

Boston Company International Small Cap**

Foreign

28.7

Dreyfus Founders Passport F**

Foreign

22.1

Driehaus International Discovery

Foreign

21.6

Fidelity Canada

Foreign

21.5

iShares MSCI Australia Index

Foreign

24.5

Laudus Rosenberg Intl Sm Cap Inv**

Foreign

27.2

Oakmark International Small Cap I**

Foreign

25.0

Oppenheimer Intl Small Company A

Foreign

32.1

Quant Foreign Value Ord

Foreign

23.6

T Rowe Price Intl Discovery

Foreign

22.8

Third Avenue International Value**

Foreign

21.5

Tocqueville International Value

Foreign

21.9

Vanguard International Explorer

Foreign

22.9

BlackRock Health Sciences Opportunities Inv A

Health

13.2

Fidelity Select Medical Delivery

Health

16.1

Schwab Health Care

Health

10.7

First Eagle Global A**

International Hybrid

20.0

Fidelity Japan Small Co**

Japan

17.1

BlackRock Large Cap Core Inv C

Large-cap Blend

8.8

Brandywine Blue

Large-cap Blend

9.9

Fidelity Capital Appreciation

Large-cap Blend

9.9

Fidelity Export & Multinational

Large-cap Blend

8.9

Fidelity Fifty

Large-cap Blend

9.9

Fort Pitt Capital Total Return

Large-cap Blend

13.2

Gartmore Nationwide Leaders A

Large-cap Blend

11.9

Goldman Sachs Grth & Inc A

Large-cap Blend

10.5

Hartford Capital Appreciation A

Large-cap Blend

11.2

Hillman Advantage Equity

Large-cap Blend

10.1

Lifetime Achievement

Large-cap Blend

12.8

Managers AMG First Quadrant Tax Mngd US Eq I

Large-cap Blend

8.9

Manning & Napier Pro Blend Max Term A

Large-cap Blend

9.7

Manning & Napier Tax Managed Series A

Large-cap Blend

9.4

Marathon Value

Large-cap Blend

8.7

Masters Select Value

Large-cap Blend

9.6

Morgan Stanley Equally Weighted S&P 500 A

Large-cap Blend

10.6

Neuberger Berman Soc Responsive Inv

Large-cap Blend

10.3

Penn Street Adv Sector Rotational Port A

Large-cap Blend

12.2

Russell LifePoints Equity Growth Strategy C

Large-cap Blend

9.4

Schwab MarketTrack All Equity

Large-cap Blend

9.0

TCW Focused Equities N

Large-cap Blend

8.9

Calvert Large Cap Growth A

Large-cap Growth

8.1

Columbia Marsico 21st Century A

Large-cap Growth

15.9

Columbia Marsico Focused Equities A

Large-cap Growth

7.8

Fidelity Advisor Dynamic Cap Apprec T

Large-cap Growth

8.6

First American Stgy Aggressive Gr All Y

Large-cap Growth

8.1

Gartmore US Growth Leaders A

Large-cap Growth

8.1

Growth Fund of America A

Large-cap Growth

8.0

Ivy Capital Appreciation A

Large-cap Growth

8.0

Janus Adviser Forty S

Large-cap Growth

8.3

Janus Aspen Forty Svc

Large-cap Growth

7.9

Janus Twenty**

Large-cap Growth

7.7

Legg Mason Growth Trust Prim

Large-cap Growth

10.5

Markman Core Growth

Large-cap Growth

8.9

Marsico 21st Century

Large-cap Growth

15.8

Marsico Focus

Large-cap Growth

7.8

Marsico Growth

Large-cap Growth

7.4

RS Growth A

Large-cap Growth

7.6

Russell Tax Managed Glbl Equity S

Large-cap Growth

8.7

Strategic Partners Capatial Growth M**

Large-cap Growth

6.7

Transamerica Premier Equity Inv

Large-cap Growth

7.2

Vanguard Morgan Growth Inv

Large-cap Growth

6.5

Vanguard PRIMECAP

Large-cap Growth

8.4

Wells Fargo Advtg Capital Growth Inv

Large-cap Growth

6.6

Allianz NFJ Dividend Value A

Large-cap Value

12.9

Amana Mutual Funds Trust Income

Large-cap Value

12.2

Amer Beacon Large Cap Value PlanAhead

Large-cap Value

12.0

BlackRock Large Cap Value Inv A

Large-cap Value

13.2

Dodge & Cox Stock**

Large-cap Value

12.8

Excelsior Value & Restructuring

Large-cap Value

11.3

FMI Large Cap

Large-cap Value

10.8

Hillman Focused Advantage

Large-cap Value

13.9

Hotchkis & Wiley Large Cap Value A

Large-cap Value

14.0

ING Corporate Leaders Trust Series B A

Large-cap Value

11.5

iShares Russell 3000 Value Index

Large-cap Value

10.9

John Hancock Classic Value A**

Large-cap Value

13.1

Loomis Sayles Value Instl

Large-cap Value

11.2

Mutual Beacon Z

Large-cap Value

11.8

Mutual Shares Z

Large-cap Value

10.9

Pioneer Cullen Value A

Large-cap Value

13.9

RiverSource Diversified Equity Income A

Large-cap Value

13.2

TCW Dividend Focused N

Large-cap Value

11.2

Touchstone Value Opportunities Z

Large-cap Value

12.1

Delaware American Services A

Mid-cap Blend

15.2

IMS Capital Value

Mid-cap Blend

14.2

n/i numeric Investors MidCap**

Mid-cap Blend

13.8

Vanguard Strategic Equity

Mid-cap Blend

13.4

Baron Asset

Mid-cap Growth

10.8

Columbia Acorn Select A

Mid-cap Growth

13.3

Dreyfus Founders Mid Cap Growth F**

Mid-cap Growth

11.3

First American Mid Cap Growth Opport Y

Mid-cap Growth

11.2

Huntington New Economy Tr

Mid-cap Growth

11.7

Legg Mason Opportunity Tr Prim

Mid-cap Growth

14.3

Munder Mid Cap Core Growth A

Mid-cap Growth

12.2

Rydex Mid-Cap Advantage H

Mid-cap Growth

11.0

USAA Extended Market Index

Mid-cap Growth

11.9

Vantagepoint Mid/Small Co Index II

Mid-cap Growth

11.7

Fidelity Select Defense & Aerospace

Miscellaneous

17.0

Fidelity Select Industrial Materials

Miscellaneous

18.6

ICON Materials

Miscellaneous

16.1

Van Eck Global Hard Assets A

Miscellaneous

27.8

BlackRock Global Resources Inv A**

Natural Resources

32.5

US Global Inv Global Resources

Natural Resources

41.0

Eaton Vance Greater India A**

Pacific/Asia ex-Japan

37.7

GMO Emerging Markets Quality III**

Pacific/Asia ex-Japan

31.5

US Global Inv World Prec Minerals

Precious Metals

48.1

Alpine International Real Estate Equity Y

Real Estate

29.5

CGM Realty

Real Estate

34.2

Cohen & Steers Realty Focus Instl

Real Estate

27.6

Morgan Stanley Instl Intl Real Estate A

Real Estate

36.4

Amer Century Small Company Inv**

Small-cap Blend

16.5

Bridgeway Ultra Small Company Market

Small-cap Blend

21.1

Century Small Cap Select Instl**

Small-cap Blend

13.7

Laudus Rosenberg US Discovery Inv**

Small-cap Blend

14.4

Morgan Stanley Instl Small Cap Value Inst

Small-cap Blend

14.1

Satuit Capital Management Micro Cap

Small-cap Blend

16.7

Bogle Small Cap Growth Inv**

Small-cap Growth

14.4

Bridgeway Micro-Cap Limited

Small-cap Growth

12.8

Bridgeway Ultra Small Company**

Small-cap Growth

24.8

Columbia Acorn Z

Small-cap Growth

14.7

Dreyfus Premier Enterprise A**

Small-cap Growth

16.2

FBR Small Cap

Small-cap Growth

20.8

Hennessy Cornerstone Growth

Small-cap Growth

14.9

n/i numeric investors Emerging Growth**

Small-cap Growth

15.0

Oberweis Micro Cap**

Small-cap Growth

15.1

Perritt Micro Cap Opportunities

Small-cap Growth

20.2

Wasatch Micro Cap**

Small-cap Growth

13.5

William Blair Small Cap Growth N**

Small-cap Growth

14.5

Fifth Third Micro Cap Value Instl

Small-cap Value

18.7

Gartmore Small Cap A

Small-cap Value

19.1

Hotchkis & Wiley Small Cap Value I**

Small-cap Value

18.6

James Advantage Small Cap

Small-cap Value

18.0

MainStay Small Cap Opportunity I

Small-cap Value

18.6

n/i numeric investors Small Cap Value**

Small-cap Value

19.5

Pacific Advisors Small Cap A

Small-cap Value

20.0

Royce Value Plus Svc

Small-cap Value

21.6

RS Partners A

Small-cap Value

22.4

Schneider Small Cap Value**

Small-cap Value

24.3

Columbia Technology Z**

Technology

12.1

Fidelity Select Software & Computer

Technology

6.8

Jacob Internet

Technology

24.4

Matthews Asian Technology

Technology

15.2

Royce Technology Value Svc

Technology

9.7

T Rowe Price Glbl Technology

Technology

7.2

Wasatch Global Science & Technology

Technology

6.7

Eaton Vance Utilities A

Utilities

16.3

Delaware Global Value A

World

18.5

DWS Global Opportunities S

World

16.4

Oakmark Global I

World

18.8

Pearl Aggressive Growth

World

16.1

Polaris Global Value Investor

World

21.0

Templeton Global Smaller Companies A

World

18.8

Vanguard Global Equity

World

17.7

*Appreciation plus reinvestment of dividends and capital gains before taxes. Jan. 1, 2002-Dec. 29, 2006

** Fund closed

Data: Standard & Poor's


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