Advertisement

How the Biggest Funds Have Fared

Share

This week’s strong stock rally brought the average U.S. stock fund into the black for 2000. Here’s how the biggest U.S. mutual funds performed this week and year-to-date:

*--*

Assets, Percentage return: Fund in billions Friday 1-week Vanguard 500 $104.8 +2.0% +7.2% Fidelity Magellan 104.6 +2.7 +9.3 Investment Co. of America 56.3 +1.1 +5.5 Washington Mutual 47.4 +0.5 +3.3 Janus Fund 47.0 +5.2 +14.9 Fidelity Contrafund 44.8 +2.8 +8.5 Fidelity Growth & Income 42.9 +1.6 +6.7 American Century Ultra 42.7 +3.6 +11.8 Janus Worldwide 42.1 +4.8 +13.3 EuroPacific Growth 36.7 +3.4 +8.4 Janus Twenty 35.4 +5.1 +15.4 New Perspective 35.2 +2.8 +7.5 Growth Fund of America 34.9 +3.0 +10.4 Fidelity Growth Company 32.1 +5.3 +15.7 PIMCO Total Return 29.1 +0.4 +1.1 Fidelity Blue-Chip Growth 29.1 +3.0 +10.1 Putnam Voyager 25.8 +5.0 +15.4 Vanguard Primecap 23.2 +2.7 +9.9 Vanguard Windsor II 22.9 +0.3 +3.7 Vanguard Wellington 22.7 +0.6 +2.8 Fidelity Puritan 21.5 +0.7 +3.6 Fidelity Equity Income 20.5 +0.8 +4.3 Putnam New Opportunity 20.3 +7.1 +21.8 Fidelity Aggressive Growth 19.8 +7.5 +22.9

Fund YTD Vanguard 500 +1.0% Fidelity Magellan +1.9 Investment Co. of America +2.1 Washington Mutual +4.6 Janus Fund +5.7 Fidelity Contrafund --0.3 Fidelity Growth & Income +0.7 American Century Ultra --2.8 Janus Worldwide +4.2 EuroPacific Growth --1.2 Janus Twenty --5.8 New Perspective +5.7 Growth Fund of America +15.7 Fidelity Growth Company +7.1 PIMCO Total Return +2.6 Fidelity Blue-Chip Growth +2.5 Putnam Voyager +1.9 Vanguard Primecap +18.4 Vanguard Windsor II +6.8 Vanguard Wellington +2.2 Fidelity Puritan +2.4 Fidelity Equity Income +2.9 Putnam New Opportunity +6.1 Fidelity Aggressive Growth --2.6

Advertisement

*--*

Sources: Associated Press, Reuters

Advertisement