Mutual Funds

  

Money Magazine’s Top 70 Mutual Funds

LARGE-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

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