Performance of Largest and 401(k)--Favorite Mutual Funds
The largest U.S. mutual funds--popular with investors and often found in company 401(k) plans-generally weathered the first quarter better than the average domestic fund. Here are the largest funds, in order of first--quarter performance, as well as a selection of funds common in Southern California 401(k) plans. Included are returns for other periods and their categories and “star” ratings from Morningstar. Rating descriptions and category definitions can be found with the special tables beginning on S11. Three-year returns are annualized.
Largest U.S. Funds
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Total % Re Fund Obj Cat Cat Rtg 3-yr Star 1st Q 1-yr Janus LG 3 5 11.4% 35.1% American Cent Inv Ultra LG 2 4 10.3 28.0 Fidelity Magellan LB 4 4 7.4 25.6 American: EuroPacific Grow FS 4 4 6.4 8.2 American: New Perspective WS 5 5 6.0 17.9 Fidelity Contrafund LB 4 4 5.8 24.0 Vanguard Index 500 Index LB 5 5 5.0 18.5 Vanguard Windsor LV 2 3 3.2 -7.9 American: Invest Co of Amer LB 4 4 2.8 13.5 Fidelity Equity-Income II LV 4 4 2.7 12.3 Putnam A Fund for Grow & Inc LV 4 3 2.5 6.5 Fidelity Equity-Income LV 4 4 2.4 3.4 Putnam B Fund for Grow & Inc LV 3 3 2.3 5.7 Vanguard Windsor II LV 5 4 2.1 5.3 Fidelity Growth & Income LB 4 5 1.9 16.1 Fidelity Puritan DH 4 4 1.4 9.4 American: Washington Mut Inv LV 5 4 0.2 6.6 Vanguard Wellington DH 4 3 0.1 4.0 American: Inc Fund of Amer DH 3 3 -0.2 2.2 Fidelity Advisor T Grow Opp LV 4 4 -1.2 11.3
turn Fund 3-yr Janus 28.0% American Cent Inv Ultra 26.9 Fidelity Magellan 25.9 American: EuroPacific Grow 14.9 American: New Perspective 20.5 Fidelity Contrafund 25.5 Vanguard Index 500 Index 28.0 Vanguard Windsor 14.7 American: Invest Co of Amer 23.0 Fidelity Equity-Income II 21.3 Putnam A Fund for Grow & Inc 19.0 Fidelity Equity-Income 19.5 Putnam B Fund for Grow & Inc 18.1 Vanguard Windsor II 22.3 Fidelity Growth & Income 24.7 Fidelity Puritan 16.8 American: Washington Mut Inv 22.6 Vanguard Wellington 15.9 American: Inc Fund of Amer 14.3 Fidelity Advisor T Grow Opp 22.4
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Common Southern California 401(k) Funds
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Total % Re Fund Obj Cat Cat Rtg 3-yr Star 1st Q 1-yr Fidelity Growth Company LG 2 3 9.0 23.0 Putnam A New Opportunities MG 3 2 6.4 14.9 Templeton A Foreign FS 2 3 6.2 -8.8 Putnam A Voyager LG 2 3 5.9 14.6 Fidelity Blue Chip Growth LB 4 5 5.7 25.0 Vanguard US Growth LG 4 5 3.8 25.8 Neuberger Berman Tr Guard LV 1 2 3.5 -6.9 Dodge & Cox Balanced DH 3 3 2.8 3.0 Scudder International FS 4 4 2.8 7.2 Fidelity Overseas FS 4 4 2.8 1.8 Fidelity Diversified Intl FS 4 4 2.7 3.7 T Rowe Price Intl Stock FS 3 3 1.3 3.6 American: Balanced DH 4 3 1.2 5.5 Vanguard Wellington DH 4 3 0.1 4.0 Pimco Instl Tot Return CI 5 5 -0.4 7.6 PBHG Growth MG 1 1 -4.0 -13.2 T Rowe Price New Horizons MG 2 1 -7.0 -12.7 Average domestic stock 0.9 3.6
turn Fund 3-yr Fidelity Growth Company 22.2 Putnam A New Opportunities 18.4 Templeton A Foreign 6.7 Putnam A Voyager 20.7 Fidelity Blue Chip Growth 27.1 Vanguard US Growth 29.2 Neuberger Berman Tr Guard 12.4 Dodge & Cox Balanced 14.0 Scudder International 13.0 Fidelity Overseas 12.0 Fidelity Diversified Intl 15.1 T Rowe Price Intl Stock 9.8 American: Balanced 14.5 Vanguard Wellington 15.9 Pimco Instl Tot Return 8.9 PBHG Growth -1.1 T Rowe Price New Horizons 6.1 Average domestic stock 17.2
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Source: Morningstar Inc.
