Money Magazine’s Top 70 Mutual FundsLARGE-CAP |
|||||||
| AMCPX | American Funds Amcap A | -11.9% | 1.9% | 5.4% | 0.7% | $250 | Growth |
| AMRMX | American Funds American Mutual A | -10.6% | 3.6% | 7.1% | 0.6% | $250 | Value |
| FMIHX | FMI Large Cap | -3.7% | 6.7% | 10.6% | 1.0% | $1,000 | Blend |
| JENSX | Jensen J | -1.3% | 5.0% | 5.9% | 0.8% | $2,500 | Growth |
| MAVFX | Matrix Advisors Value | -11.4% | 4.0% | 5.4% | 1.0% | $1,000 | Blend |
| SLASX | Selected American Shares S | -11.0% | 3.3% | 8.0% | 0.9% | $1,000 | Blend |
| SSHFX | Sound Shore | -3.1% | 5.8% | 9.7% | 0.9% | $10,000 | Value |
| TRBCX | T. Rowe Price Blue Chip Growth | -5.2% | 4.8% | 7.1% | 0.8% | $2,500 | Growth |
| PRFDX | T. Rowe Price Equity Income | -12.3% | 2.9% | 7.6% | 0.7% | $2,500 | Value |
| VWNFX | Vanguard Windsor II | -15.7% | 1.8% | 8.3% | 0.3% | $10,000 | Value |
|
MIDCAP |
|||||||
| FAMVX | FAM Value Inv | -11.7% | 0.2% | 5.8% | 1.2% | $500 | Blend |
| FPPFX | FPA Perennial | -5.3% | 3.8% | 8.4% | 1.0% | $1,500 | Blend |
| FAIRX | Fairholme | 2.4% | 10.3% | 15.7% | 1.0% | $2,500 | Blend |
| FDVLX | Fidelity Value | -13.6% | 3.1% | 10.3% | 0.7% | $2,500 | Value |
| JMCVX | Janus Mid Cap Value Investor | -0.2% | 7.9% | 12.7% | 0.8% | $2,500 | Value |
| MERDX | Meridian Growth | -4.3% | 6.0% | 8.6% | 0.8% | $1,000 | Growth |
| POAGX | PRIMECAP Odyssey Aggressive Growth | -14.2% | 5.6% | N/A% | 0.8% | $2,000 | Growth |
|
SMALL-CAP |
|||||||
| BRSVX | Bridgeway Small-Cap Value N | -8.1% | 4.5% | N/A% | 0.9% | $2,000 | Value |
| PENNX | Royce Pennsylvania Mutual Invt | -3.7% | 6.9% | 11.9% | 0.9% | $2,000 | Blend |
| RYVPX | Royce Value Plus Svc | -8.9% | 9.1% | 15.9% | 1.3% | $2,000 | Growth |
| PRNHX | T. Rowe Price New Horizons | -7.8% | 3.2% | 9.3% | 0.8% | $2,500 | Growth |
|
MULTI-CAP |
|||||||
| BRAIX | Bridgeway Aggressive Investors 2 | 0.3% | 8.3% | 12.9% | 1.2% | $2,000 | |
| MUHLX | Muhlenkamp | -20.1% | -7.2% | 4.5% | 1.1% | $1,500 | |
| WEHIX | Weitz Hickory | -23.0% | -4.1% | 4.8% | 1.2% | $2,500 | |
|
SPECIALTY |
|||||||
| CSRSX | Cohen & Steers Realty Shares | -10.8% | 5.2% | 14.9% | 0.9% | $10,000 | Real estate |
| PRNEX | T. Rowe Price New Era | 15.9% | 19.6% | 25.6% | 0.6% | $2,500 | Natural resources |
| TAREX | Third Avenue Real Estate Value | -18.8% | 1.0% | 10.7% | 1.1% | $10,000 | Real Estate |
|
FOREIGN |
|||||||
| AEPGX | American Funds EuroPacific Gr A | -6.6% | 10.4% | 15.3% | 0.7% | $250 | Large Blend |
| NEWFX | American Funds New World A | 4.5% | 18.5% | 21.5% | 1.0% | $250 | Large Growth |
| ARTIX | Artisan International Inv | -8.1% | 9.3% | 13.4% | 1.2% | $1,000 | Large Growth |
| DODFX | Dodge & Cox International Stock | -10.4% | 9.1% | 17.5% | 0.7% | $2,500 | Large Value |
| OAKIX | Oakmark International I | -19.9% | 3.8% | 11.2% | 1.1% | $1,000 | Large Value |
| PRMSX | T. Rowe Price Emerging Markets Stock | -0.3% | 19.0% | 25.4% | 1.2% | $2,500 | Emerging markets |
| PRIDX | T. Rowe Price International Discovery | -12.5% | 10.5% | 18.5% | 1.2% | $2,500 | Small-cap, Midcap |
| TAVIX | Third Avenue International Value | -11.1% | 4.9% | 15.2% | 1.4% | $10,000 | Value |
| VWIGX | Vanguard International Growth | -8.9% | 9.3% | 13.7% | 0.5% | $3,000 | Large Blend |
|
CORE BOND |
|||||||
| DODIX | Dodge & Cox Income | 3.4% | 3.6% | 3.9% | 0.4% | $2,500 | Core |
| FPNIX | FPA New Income | 5.2% | 4.9% | 4.2% | 0.6% | $1,500 | Core |
| HABDX | Harbor Bond Instl | 8.4% | 5.0% | 5.2% | 0.6% | $1,000 | Core |
| VIPSX | Vanguard Inflation-Protected Secs | 13.2% | 6.3% | 6.5% | 0.2% | $3,000 | Core |
|
SPECIALTY BOND |
|||||||
| AHITX | American Funds American Hi Inc Tr A | -0.7% | 3.7% | 6.8% | |||
| RPIBX | T. Rowe Price International Bond | 8.5% | 5.2% | 6.7% | |||
| VWITX | Vanguard Interm-Term Tax-Ex | 6.0% | 3.6% | 3.8% | |||
| Data as of: August 20, 2008 | |||||||
See the Money Magazine article and updated list of mutual funds










August 23, 2008 at 10:52 am |
[...] Mutual Funds [...]