Financial Services Industry
Industry: Email Alert RSS FeedTop-Performing Stock Mutual Funds: 3 & 5 Years - Brief Article
Kiplinger's Personal Finance Magazine, Jan, 1999
Aggressive growth-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Rydex OTC 47.3% 35.3%
2. Janus Twenty 46.3 32.8
3. Rydex Nova 28.8 31.4
4. Delaware Voyageur Agg Gro A(@) 14.5 28.4
5. Dreyfus Aggressive Value 5.5 27.2
6. Ariel Appreciation 21.9 26.2
7. Oppenheimer Enterprise A(@)(**) 7.0 24.4
8. Longleaf Partners Small Cap(**) 10.0 24.0
9. Meridian Value Fund 7.5 23.9
10. Dreyfus Emerging Leaders -1.2 23.2
ANNUALIZED TOTAL
RETURN([dagger])
800
5 YEARS NUMBER
1. Rydex OTC -- 820-0888
2. Janus Twenty 23.9% 525-8983
3. Rydex Nova 25.2 820-0888
4. Delaware Voyageur Agg Gro A(@) -- 523-1918
5. Dreyfus Aggressive Value -- 782-6620
6. Ariel Appreciation 17.7 292-7435
7. Oppenheimer Enterprise A(@)(**) -- 525-7048
8. Long leaf Partners Small Cap(**) 17.8 445-9469
9. Meridian Value Fund -- 446-6662
10. Dreyfus Emerging Leaders -- 782-6620
Long-term growth-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Legg Mason Value Primary 29.5% 35.7%
2. Sequoia(**) 38.4 32.8
3. Weitz Hickory(**) 26.3 32.5
4. Pioneer Growth Shares A(@) 30.3 30.6
5. Transamerica Premier Equity Inv 24.0 30.5
6. Vanguard Index Growth 34.2 30.2
7. Mass. Inv Growth Stock A 29.8 29.5
8. Fidelity Dividend Growth 29.3 29.3
9. Thornburg Value A 21.8 28.3
10. Wilshire Target Large Co Gro 31.5 28.1
ANNUALIZED TOTAL
RETURN([dagger])
800
RANK/NAME 5 YEARS NUMBER
1. Legg Mason Value Primary 28.4% 822-5544
2. Sequoia(**) 25.8 686-6884
3. Weitz Hickory(**) 22.2 232-4161
4. Pioneer Growth Shares A(@) 22.0 225-6292
5. Transamerica Premier Equity Inv -- 892-7587
6. Vanguard Index Growth 25.0 635-1511
7. Mass. Inv Growth Stock A 21.7 637-2929
8. Fidelity Dividend Growth 24.7 544-8888
9. Thornburg Value A -- 847 0200
10. Wilshire Target Large Co Gro 23.8 (#)
Growth & income-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Nationwide D 28.8% 30.9%
2. Ameristock 32.4 30.3
3. Caldwell & Orkin Market Opp(**) 18.4 29.5
4. Reynolds Blue Chip Growth 37.2 29.4
5. MCM Equity Investment 23.1 27.7
6. SSgA Growth & Income 26.5 27.3
7. Regions Growth B([sections]) 33.9 27.1
8. Domini Social Equity 28.3 26.8
9. MAP Equity 20.2 26.6
10. American Century Income & Gro 23.9 26.4
ANNUALIZED TOTAL
RETURN([dagger])
800
RANK/NAME 5 YEARS NUMBER
1. Nationwide D 23.1% 848-0920
2. Ameristock -- 394-5064
3. Caldwell & Orkin Market Opp(**) 18.1 237-7073
4. Reynolds Blue Chip Growth 24.1 773-9665
5. MCM Equity Investment -- 788-9485
6. SSgA Growth & Income 21.0 647-7327
7. Regions Growth B([sections]) 20.3 433-2829
8. Domini Social Equity 21.8 762-6814
9. MAP Equity 20.0 559-5535
10. American Century Income & Gro 21.5 345-2021
Aggressive growth-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Rydex Nova 28.8% 31.4%
2. Spectra 21.6 20.0
3. Janus Twenty 46.3 32.8
4. Alger Capital Appreciation B 14.1 17.6
5. Janus Mercury 28.3 19.2
6. Robertson Stephens Val + Gro A 9.1 8.3
7. Lord Abbett Developing Growth A -2.3 15.5
8. Oppenheimer Cap App A 11.5 20.6
9. FPA Capital(**) -3.1 15.4
10. Value Line Leveraged Growth 20.3 20.0
ANNUALIZED TOTAL
RETURN([dagger])
800
RANK/NAME 5 YEARS NUMBER
1. Rydex Nova 25.2% 820-0888
2. Spectra 24.2 711-6141
3. Janus Twenty 23.9 525-8983
4. Alger Capital Appreciation B 23.2 992-3863
5. Janus Mercury 21.3 525-8983
6. Robertson Stephens Val + Gro A 21.1 766-3863
7. Lord Abbett Developing Growth A 19.6 874-3733
8. Oppenheimer Cap App A 19.2 525-7048
9. FPA Capital(**) 19.1 982-4372
10. Value Line Leveraged Growth 18.5 223-0818
Long-term growth-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Legg Mason Value Primary 29.5% 35.7%
2. White Oak Growth 23.5 23.7
3. Sequoia(**) 38.4 32.8
4. Vanguard Index Growth 34.2 30.2
5. Fidelity Dividend Growth 29.3 29.3
6. Enterprise Growth A 23.9 27.7
7. Wilshire Target Large Co Gro 31.5 28.1
8. Accessor Growth 32.5 27.3
9. Alliance Premier Growth A 31.9 26.6
10. Vanguard US Growth 30.7 26.0
ANNUALIZED TOTAL
RETURN([dagger])
800
RANK/NAME 5 YEARS NUMBER
1. Legg Mason Value Primary 28.4% 822-5544
2. White Oak Growth 26.6 (##)
3. Sequoia(**) 25.8 686-6884
4. Vanguard Index Growth 25.0 635-1511
5. Fidelity Dividend Growth 24.7 544-8888
6. Enterprise Growth A 24.0 432-4320
7. Wilshire Target Large Co Gro 23.8 (#)
8. Accessor Growth 23.5 759-3504
9. Alliance Premier Growth A 23.4 221-5672
10. Vanguard US Growth 23.3 635-1511
Growth & income-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Reynolds Blue Chip Growth 37.2% 29.4%
2. Nationwide D 28.8 30.9
3. Kemper-Dreman High Return A 17.4 26.3
4. Vanguard Index 500 24.7 26.1
5. Domini Social Equity 28.3 26.8
6. BT Inv Equity 500 Index 24.6 26.0
7. S&P 500 Index (CIT) 24.8 26.0
8. SSgA S&P 500 Index 24.5 25.9
9. Fidelity Spartan Market Index 24.4 25.9
10. T. Rowe Price Index 500 24.4 25.9
ANNUALIZED TOTAL
RETURN([dagger])
800
RANK/NAME 5 YEARS NUMBER
1. Reynolds Blue Chip Growth 24.1% 773-9665
2. Nationwide D 23.1 848-0920
3. Kemper-Dreman High Return A 22.3 621-1048
4. Vanguard Index 500 21.9 635-1511
5. Domini Social Equity 21.8 762-6814
6. BT Inv Equity 500 Index 21.7 730-1313
7. S&P 500 Index (CIT) 21.7 225-8778
8. SSgA S&P 500 Index 21.7 647-7327
9. Fidelity Spartan Market Index 21.7 544-8888
10. T. Rowe Price Index 500 21.6 638-5660
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