Top Mutual Funds by Category
The funds with the best performance in the last 12 months in two major categories. Three- and five-year returns are annualized.
GROWTH
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Sales Expense Total % return Fund Ticker chg (%) ratio (%) NAV 1-yr 3-yr VanKamp AmCap A: Growth VGRAX 5.7 NA 15.95 +39.1 NS Legg Mason: Value LMVTX NL 1.82 35.19 +38.1 +27.3 Hudson Capital App HCAFX 4.50 2.50 13.76 +35.4 +16.7 Fidelity Invest: Export FEXPX 3.00 1.00 15.82 +35.0 NS Sound Shore SSHFX NL 1.15 22.51 +30.1 +20.8 FPA Funds: Capital FPPTX 6.50 0.87 32.74 +29.7 +26.0 Pioneer Fund: Growth MOMGX 5.75 1.23 12.21 +29.3 +19.3 Reserve PES: LrgVEA RLVAX 4.50 NA 13.52 +28.0 NS White Oak Growth WOGSX NL 0.95 23.47 +27.6 NA Chestnut CHNTX NL 0.52 253.88 +26.8 +24.4
Fund 5-yr VanKamp AmCap A: Growth NS Legg Mason: Value +20.8 Hudson Capital App +14.3 Fidelity Invest: Export NS Sound Shore +18.2 FPA Funds: Capital +21.8 Pioneer Fund: Growth +12.9 Reserve PES: LrgVEA NS White Oak Growth NS Chestnut +17.9
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SECTOR
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Sales Expense Total % re Fund Ticker chg (%) ratio (%) NAV 1-yr State Str Resrch A: GlResA MSEGX 4.50 1.75 21.28 +46.7 CGM Funds: Realty CGMRX NL 1.00 15.47 +45.4 Tech Value TVFQX NL 2.00 25.10 +43.6 Columbia Funds: Realty CREEX NL 1.06 17.09 +42.8 Morg Stan Instl: USReit MSUSX NL 1.00 15.38 +42.1 C&S; Realty CSRSX NL 1.10 46.59 +41.4 Davis Funds A: Real Estate RPFRX 4.75 1.43 22.45 +40.7 Heit Realty Inst PRREX NL 1.29 11.37 +40.2 Longleaf Partners: Realty LLREX NL 1.50 15.06 +40.0 VanKamp AmCap A: Realty ACREX 4.75 2.67 13.20 +39.4
turn Fund 3-yr 5-yr State Str Resrch A: GlResA +23.9 +24.5 CGM Funds: Realty NS NS Tech Value NS NS Columbia Funds: Realty NS NS Morg Stan Instl: USReit NS NS C&S; Realty +16.4 +19.5 Davis Funds A: Real Estate NA NS Heit Realty Inst +15.0 +17.8 Longleaf Partners: Realty NS NS VanKamp AmCap A: Realty NS NS
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Source: Lipper Analytical Services. Data as of market close Friday. Note: Only one class or variation of same fund listed. NA: not available; NAV: net asset value; NL: no load; NS: fund created during the period; i: special expense circumstance
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Lipper / Associated Press fund category descriptions:
Growth: Normally invests in companies whose long-term earnings are expected to grow significantly faster than the earnings of stocks in the major unmanaged stock indexes.
Sector: Invests a majority of its portfolio in specialized stocks--such as utilities, health/biotechnology, natural resources, science and technology, real estate, gold or financial services--or in a specific industry such as transportation, retailing or paper.
