Magazine

Table: Top Stock Funds Overall


BusinessWeek's Mutual Fund Scoreboard rates funds based on the past five years' pretax total returns, adjusted for risk. Here we show the equity funds that received A ratings for the best risk-adjusted returns against all equity funds. To compare funds on a number of measures see the Mutual Funds Interactive Scoreboard.

Fund

5-yr. Avg. Annual Tot. Return*

Category

ABN AMRO Real Estate N

24.9

Real Estate

AEW Real Estate A

25.1

Real Estate

AIM Asia Pacific Growth A

22.0

Pacific/Asia ex-Japan

AIM Developing Markets A

28.2

Diversified Emerging Markets

AIM European Growth A

21.6

Europe

AIM European Small Company A**

36.8

Europe

AIM Gold & Precious Metals Inv**

32.6

Precious Metals

AIM International Small Company A**

33.5

Foreign

AIM Real Estate A**

27.1

Real Estate

Adelante US Real Estate Securities Y

24.3

Real Estate

AllianceBernstein Greater China 97 A

21.3

Pacific/Asia ex-Japan

AllianceBernstein International Value A

21.9

Foreign

AllianceBernstein Real Estate Investment A

24.7

Real Estate

AllianceBernstein Real Estate Invstmnt Ist I

24.9

Real Estate

Alpine International Real Estate Equity Y

29.0

Real Estate

Alpine Realty Income & Growth Y

24.8

Real Estate

Alpine US Real Estate Equity Y

25.3

Real Estate

Amer Beacon Emerging Markets Instl

26.7

Diversified Emerging Markets

Amer Century Emerging Markets Inv**

24.7

Diversified Emerging Markets

Amer Century Global Gold Inv

33.1

Precious Metals

Amer Century International Disc Inv

20.5

Foreign

Amer Century International Opport Inv

27.6

Foreign

Amer Century Real Estate Inv**

25.5

Real Estate

AssetMark Real Estate Securities**

24.1

Real Estate

BlackRock Developing Cp Mkts Inc Inv A

24.0

Diversified Emerging Markets

BlackRock Global Resources Inv A**/TD>

35.9

Natural Resources

BlackRock Intl Opportunities Inv A**

25.3

Foreign

BlackRock Latin America Inc Inv C

34.4

Latin America

BlackRock Natural Resources Tr Inv A

26.1

Natural Resources

Boston Company International Small Cap**

27.7

Foreign

Bridgeway Ultra Small Company**

25.2

Small-cap Growth

Bridgeway Ultra Small Company Market

22.3

Small-cap Blend

Bruce

29.0

Domestic Hybrid

CGM Realty

36.0

Real Estate

Cohen & Steers Instl Reatly Shares

26.3

Real Estate

Cohen & Steers Realty Focus Instl

28.5

Real Estate

Cohen & Steers Realty Shares

26.2

Real Estate

Columbia Acorn International Z

20.6

Foreign

Columbia Real Estate Equity Z

22.3

Real Estate

Consulting Grp Cap Mkts Emerg Mkts Eq Inv

25.4

Diversified Emerging Markets

Credit Suisse Emerging Market Cmn

22.0

Diversified Emerging Markets

DWS Emerging Markets Equity S

27.0

Diversified Emerging Markets

DWS Gold & Precious Metals S

37.7

Precious Metals

DWS Latin America Equity S

30.2

Latin America

DWS Pacific Opportunities Equity S

21.0

Pacific/Asia ex-Japan

Davis Real Estate A

25.1

Real Estate

Delaware Emerging Markets A

29.2

Diversified Emerging Markets

Delaware Real Estate Inv Tr A

21.9

Real Estate

Dodge & Cox Intl Stock

20.5

Foreign

Dreyfus Founders Passport F**

20.9

Foreign

Dreyfus Premier Emerging Markets A**

25.1

Diversified Emerging Markets

Dreyfus Premier Greater China A

21.9

Pacific/Asia ex-Japan

Driehaus Emerging Markets Growth**

30.6

Diversified Emerging Markets

Driehaus International Discovery

21.7

Foreign

EII Realty Securities Instl

22.8

Real Estate

Eastern European Equity A

32.9

Europe

Eaton Vance Asian Small Companies A**

30.1

Diversified Pacific/Asia

Eaton Vance Emerging Mkts A

26.0

Diversified Emerging Markets

Eaton Vance Greater India A

37.2

Pacific/Asia ex-Japan

Evergreen Emerging Mkts Gr A

28.6

Diversified Emerging Markets

Evergreen Precious Metals A

40.0

Precious Metals

Excelsior Emerging Markets

28.7

Diversified Emerging Markets

Excelsior Engy & Natrl Resources

23.3

Natural Resources

Excelsior Real Estate

22.4

Real Estate

FBR Small Cap

20.5

Small-cap Growth

Fidelity Advisor Korea A

25.3

Pacific/Asia ex-Japan

Fidelity Advisor Latin America A

32.7

Latin America

Fidelity Advisor Leverged Co Stock A

27.4

Mid-cap Value

Fidelity Canada

22.5

Foreign

Fidelity Emerging Market

27.6

Diversified Emerging Markets

Fidelity Latin America

33.7

Latin America

Fidelity Real Estate Investment

24.7

Real Estate

Fidelity Select Energy

22.4

Natural Resources

Fidelity Select Energy Service

23.3

Natural Resources

Fidelity Select Gold

30.3

Precious Metals

Fidelity Select Natural Gas

23.3

Natural Resources

Fidelity Select Natural Resources

21.4

Natural Resources

Fidelity Southeast Asia

23.4

Pacific/Asia ex-Japan

First American Real Estate Securities Y

26.7

Real Estate

First Eagle Gold A**

35.1

Precious Metals

First Eagle Overseas A

23.0

Foreign

Forward Progressive Real Estate

20.9

Real Estate

Franklin Gold & Precious Metals A

31.8

Precious Metals

Franklin Strategic Natural Resources A

21.9

Natural Resources

GMO Emerging Markets Quality III**

31.6

Pacific/Asia ex-Japan

Gartmore Emerging Markets A

27.7

Diversified Emerging Markets

Goldman Sachs Emerg Mkts Eq A

25.6

Diversified Emerging Markets

Goldman Sachs Real Estate Sec A

25.1

Real Estate

Guinness Atkinson Asia Focus

24.2

Pacific/Asia ex-Japan

Hansberger Emerging Markets Instl

25.1

Diversified Emerging Markets

Harding Loevner Emerging Markets

28.2

Diversified Emerging Markets

Henderson European Focus A

28.6

Europe

ICON Energy

24.8

Natural Resources

ICON European Region

21.2

Europe

ING Global Natural Resources

31.2

Natural Resources

ING Global Real Estate A

26.5

Real Estate

ING Russia A

47.0

Diversified Emerging Markets

Ivy European Opportunities A

23.7

Europe

Ivy Global Natural Res A

28.5

Natural Resources

Ivy Pacific Opportunities A

22.0

Pacific/Asia ex-Japan

Ivy Real Estate Securities A

25.1

Real Estate

JPMorgan Emerging Mkts Eqty Sel

26.6

Diversified Emerging Markets

JPMorgan Intrepid European Sel

20.7

Europe

JPMorgan Realty Income I

25.1

Real Estate

JPMorgan US Real Estate A

24.8

Real Estate

Jacob Internet

26.0

Technology

Jennison Natural Resources A

34.5

Natural Resources

John Hancock Real Estate A

22.5

Real Estate

Johnson Inv Counsel Realty

21.5

Real Estate

Kinetics Paradigm

20.7

All Cap

Laudus Rosenberg Intl Sm Cap Inv**

26.2

Foreign

Lazard Emerging Markets Open

29.9

Diversified Emerging Markets

Lazard International Small Cap Open

20.3

Foreign

Legg Mason Glbl Tr Emerging Mkts Prim

26.9

Diversified Emerging Markets

MFS Emerging Markets Equity A**

26.9

Diversified Emerging Markets

Managers Emerging Mkts Equity

26.7

Diversified Emerging Markets

Managers Real Estate Securities

23.5

Real Estate

Matthews Asian Growth & Income**

21.3

Pacific/Asia ex-Japan

Matthews China

21.0

Pacific/Asia ex-Japan

Matthews Korea

27.2

Pacific/Asia ex-Japan

Matthews Pacific Tiger**

24.1

Pacific/Asia ex-Japan

Mellon Emerging Markets M

25.8

Diversified Emerging Markets

Mercantile Diversified Real Estate Inst

23.1

Real Estate

Midas

37.9

Precious Metals

Morgan Stanley Instl Emerging Markets A

27.5

Diversified Emerging Markets

Morgan Stanley Instl Intl Real Estate A

34.3

Real Estate

Morgan Stanley Instl US Real Estate A

26.1

Real Estate

Morgan Stanley Real Estate B**

24.6

Real Estate

Munder Real Estate Eq Invmnt A

23.7

Real Estate

New World A

22.0

Diversified Emerging Markets

OCM Gold

35.5

Precious Metals

Oakmark International Small Cap I**

25.5

Foreign

Old Mutual Heitman REIT Z

24.2

Real Estate

Oppenheimer Developing Markets A

31.6

Diversified Emerging Markets

Oppenheimer Gold & Special Minerals A

34.6

Precious Metals

Oppenheimer Intl Small Company A

31.9

Foreign

Perritt Micro Cap Opportunities

21.6

Small-cap Growth

Phoenix Insight Emerging Markets A

24.2

Diversified Emerging Markets

Phoenix Real Estate Sec A

26.9

Real Estate

Pioneer Emerging Markets A

27.4

Diversified Emerging Markets

Pioneer Real Estate Shares A

24.9

Real Estate

Polaris Global Value Investor

21.0

World

ProFunds Oil & Gas Ultrasector Inv

24.8

Natural Resources

ProFunds Real Estate Ultrasector Inv

27.5

Real Estate

Putnam Global Natural Resources A

21.5

Natural Resources

Quant Emerging Markets Ord

31.1

Diversified Emerging Markets

Quant Foreign Value Ord

23.5

Foreign

RS Emerging Markets A

29.6

Diversified Emerging Markets

RS Global Natural Resources A

29.9

Natural Resources

RS Partners A**

23.4

Small-cap Value

RS Value A

23.6

Mid-cap Value

RiverSource Emerging Markets A

25.6

Diversified Emerging Markets

RiverSource Precious Metals and Mining A

32.9

Precious Metals

Royce Value Plus Svc

23.1

Small-cap Value

Russell Emerging Markets S

26.9

Diversified Emerging Markets

Russell Real Estate Securities S

25.0

Real Estate

Rydex Precious Metals

23.7

Precious Metals

SEI Emerging Markets Equity

23.9

Diversified Emerging Markets

SSgA Emerging Markets

27.9

Diversified Emerging Markets

Schneider Small Cap Value**

25.9

Small-cap Value

Select Sector SPDR Energy

20.8

Natural Resources

Seligman Emerging Markets A

26.1

Diversified Emerging Markets

Sit Developing Markets Growth

20.3

Diversified Emerging Markets

Strategic Partners Real Estate A

29.3

Real Estate

T Rowe Price Emerging Europe & Mediterranean

37.7

Diversified Emerging Markets

T Rowe Price Emerging Markets Stock

28.0

Diversified Emerging Markets

T Rowe Price Intl Discovery

21.3

Foreign

T Rowe Price Latin America

35.0

Latin America

T Rowe Price New Asia

23.8

Pacific/Asia ex-Japan

T Rowe Price New Era

21.5

Natural Resources

T Rowe Price Real Estate

26.1

Real Estate

TCW Emerging Markets Equities I

22.3

Diversified Emerging Markets

Templeton China World A

27.1

Pacific/Asia ex-Japan

Templeton Developing Markets A

26.1

Diversified Emerging Markets

Templeton Instl Emerging Markets

26.6

Diversified Emerging Markets

Third Avenue Real Estate Value

23.1

Real Estate

Third Millennium Russia A

40.0

Diversified Emerging Markets

Tocqueville Gold

38.7

Precious Metals

Tocqueville International Value

21.3

Foreign

UBS PACE Intl Emerging Mkts Eqty P

22.4

Diversified Emerging Markets

US Global Accolade Eastern European

43.4

Europe

US Global Inv China Region Opp

20.5

Pacific/Asia ex-Japan

US Global Inv Global Resources

41.8

Natural Resources

US Global Inv Gold Shares

44.3

Precious Metals

US Global Inv World Prec Minerals

49.9

Precious Metals

USAA Emerging Markets

25.5

Diversified Emerging Markets

USAA Precious Metals & Minerals

40.7

Precious Metals

Van Eck Emerging Markets A

22.1

Diversified Emerging Markets

Van Eck Global Hard Assets A

30.1

Miscellaneous

Van Eck Intl Investors Gold A

40.3

Precious Metals

Van Kampen Emerg Mkts A

26.9

Diversified Emerging Markets

Van Kampen Real Estate Securities A**

25.0

Real Estate

Vanguard Emerging Mkts Stock Index

26.6

Diversified Emerging Markets

Vanguard Energy Inv

27.9

Natural Resources

Vanguard International Explorer**

22.2

Foreign

Vanguard Precious Metals and Mining**

35.9

Precious Metals

Vanguard REIT Index

23.8

Real Estate

Wells Fargo Advtg Asia Pacific Inv

22.2

Diversified Pacific/Asia

Wells Fargo Advtg Emg Mkt Focus A

25.1

Diversified Emerging Markets

Wells S&P REIT Index A

22.5

Real Estate

iShares Cohen & Steers Realty Majors

25.7

Real Estate

iShares DJ US Real Estate Index

22.8

Real Estate

iShares MSCI Australia Index

24.1

Foreign

iShares MSCI Austria Index

37.8

Europe

iShares MSCI Belgium Index

22.3

Europe

iShares MSCI Brazil Index

34.1

Latin America

iShares MSCI Canada Index

20.1

Foreign

iShares MSCI Mexico Index

30.5

Latin America

iShares MSCI Pacific ex Japan Index

21.4

Pacific/Asia ex-Japan

iShares MSCI Singapore Index

21.3

Pacific/Asia ex-Japan

iShares MSCI South Korea Index

25.6

Pacific/Asia ex-Japan

iShares MSCI Spain Index

21.8

Europe

iShares S&P Glbl Energy Sctr Idx

20.8

Natural Resources

iShares S&P Latin America 40 Idx

31.8

Latin America

n/i numeric investors Small Cap Value

21.0

Small-cap Value

streetTRACKS DJ Wilshire REIT ETF

24.6

Real Estate

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

Data: Standard & Poor's


Tim Cook's Reboot
LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus