Financial Services Industry
Industry: Email Alert RSS FeedTHE CHARTS: Top-performing stock mutual funds—three & five years - Statistical Data Included
Kiplinger's Personal Finance Magazine, Jan, 2000
Aggressive growth-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Rydex OTC Inv 95.5% 54.5%
2. RS Emerg Gro A 177.6 51.5
3. Janus Twenty(**) 69.8 45.6
4. Turner Mid Cap Growth (TIP) 106.4 45.5
5. RS Dvsfd Gro A 128.6 44.9
6. Berger New Generation Inv 146.7 44.8
7. Delaware Select Growth A 76.6 43.9
8. TCW Galileo Agg Growth N 129.2 43.6
9. Janus Mercury 103.1 42.6
10. Van Kampen AgE Growth A 131.0 41.0
800
RANK/NAME 5 YEARS NUMBER
1. Rydex OTC Inv 49.0% 820-0888
2. RS Emerg Gro A 37.3 766-3863
3. Janus Twenty(**) 39.1 525-8983
4. Turner Mid Cap Growth (TIP) -- 224-6312
5. RS Dvsfd Gro A -- 766-3863
6. Berger New Generation Inv -- 333-1001
7. Delaware Select Growth A 35.4 523-1918
8. TCW Galileo Agg Growth N -- 386-3829
9. Janus Mercury 34.8 525-8983
10. Van Kampen Agg Growth A -- 421-5666
Aggressive growth-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Rydex OTC Inv 95.5% 54.5%
2. Janus Twenty(**) 69.8 45.6
3. Alger Capital Appreciation B 76.2 32.7
4. RS Emerg Gro A 177.6 51.5
5. Spectra 74.9 37.1
6. Delaware Select Growth A 76.6 43.9
7. Fremont US Micro Cap 115.8 31.2
8. Fidelity Aggressive Growth 97.3 40.9
9. Phoenix-Engemann Sm Mid Cap A 68.4 26.6
10. Janus Mercury 103.1 42.6
800
RANK/NAME 5 YEARS NUMBER
1. Rydex OTC Inv 49.0% 820-0888
2. Janus Twenty(**) 39.1 525-8983
3. Alger Capital Appreciation B 37.7 992-3863
4. RS Emerg Gro A 37.3 766-3863
5. Spectra 37.0 711-6141
6. Delaware Select Growth A 35.4 523-1918
7. Fremont US Micro Cap 35.3 548-4539
8. Fidelity Aggressive Growth 35.0 544-8888
9. Phoenix-Engemann Sm Mid Cap A 34.8 243-4361
10. Janus Mercury 34.8 525-8983
Long-term growth-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Janus Olympus 101.7% 45.8%
2. M Stanley DW Mid Cap B 131.6 42.8
3. Managers Capital Appreciation 93.7 40.9
4. WM Growth A 101.8 40.7
5. Reynolds Blue Chip Growth 53.6 38.8
6. Legg Mason Value Primary 48.5 38.7
7. Pilgrim Growth A 103.8 38.0
8. Idex JCC Growth A 67.8 37.7
9. Heritage Growth A 60.2 37.3
10. Reynolds Opportunity 69.8 37.2
800
RANK/NAME 5 YEARS NUMBER
1. Janus Olympus -- 525-8983
2. M Stanley DW Mid Cap B -- 869-6397
3. Managers Capital Appreciation 33.1% 835-3879
4. WM Growth A 34.1 222-5852
5. Reynolds Blue Chip Growth 34.9 773-9665
6. Legg Mason Value Primary 37.5 822-5544
7. Pilgrim Growth A -- 334-3444
8. Idex JCC Growth A 34.5 233-4339(#)
9. Heritage Growth A -- 421-4184
10. Reynolds Opportunity 32.3 773-9665
Long-term growth-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Legg Mason Value Primary 48.5% 38.7%
2. White Oak Growth 63.1 35.1
3. Fidelity New Millennium(**) 79.8 36.2
4. Reynolds Blue Chip Growth 53.6 38.8
5. Idex JCC Growth A 67.8 37.7
6. WM Growth A 101.8 40.7
7. Weitz Hickory(**) 42.6 37.0
8. Alliance Premier Growth A 42.4 34.8
9. Managers Capital Appreciation 93.7 40.9
10. Reynolds Opportunity 69.8 37.2
800
RANK/NAME 5 YEARS NUMBER
1. Legg Mason Value Primary 37.5% 822-5544
2. White Oak Growth 37.1 462-5386(#)
3. Fidelity New Millennium(**) 35.7 544-8888
4. Reynolds Blue Chip Growth 34.9 773-9665
5. Idex JCC Growth A 34.5 233-4339(#)
6. WM Growth A 34.1 222-5852
7. Weitz Hickory(**) 33.3 232-4161
8. Alliance Premier Growth A 33.3 221-5672
9. Managers Capital Appreciation 33.1 835-3879
10. Reynolds Opportunity 32.3 773-9665
Growth & income-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. IPS Millennium 109.1% 45.3%
2. Janus Growth & Income 56.3 34.9
3. Golden Oak Growth A 49.0 33.1
4. Bridgeway Social Responsibility 51.9 32.7
5. Janus Equity Income 49.2 32.6
6. Trainer Wortham First Mutual 65.2 31.5
7. SSgA Growth & Income 31.7 30.5
8. Strong Growth & Income 39.8 29.8
9. Regions Growth B 31.8 28.7
10. Domini Social Equity 27.6 28.1
800
RANK/NAME 5 YEARS NUMBER
1. IPS Millennium -- 232-9142
2. Janus Growth & Income 32.2% 525-8983
3. Golden Oak Growth A 26.4 545-6331
4. Bridgeway Social Responsibility 27.5 661-3550
5. Janus Equity Income -- 525-8983
6. Trainer Wortham First Mutual 31.5 257-4414
7. SSgA Growth & Income 27.1 647-7327
8. Strong Growth & Income -- 368-3863
9. Regions Growth B 26.2 734-4667
10. Domini Social Equity 27.6 762-6814
Growth & income-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Janus Growth & Income 56.3% 34.9%
2. Trainer Wortham First Mutual 65.2 31.5
3. Principal Preserv S&P 100 Plus A 34.3 27.7
4. Alleghany Chicago Growth & Inc 28.6 25.9
5. Domini Social Equity 27.6 28.1
6. Selected American Shares 27.0 24.6
7. Bridgeway Social Responsibility 51.9 32.7
8. Vanguard Growth & Income 31.1 26.4
9. Vanguard Tax Mngd Gro & Inc 26.6 26.1
10. SSGA Growth & Income 31.7 30.5
800
RANK/NAME 5 YEARS NUMBER
1. Janus Growth & Income 32.2% 525-8983
2. Trainer Wortham First Mutual 31.5 257-4414
3. Principal Preserv S&P 100 Plus A 27.8 826-4600
4. Alleghany Chicago Growth & Inc 27.6 992-8151
5. Domini Social Equity 27.6 762-6814
6. Selected American Shares 27.6 243-1575
7. Bridgeway Social Responsibility 27.5 661-3550
8. Vanguard Growth & Income 27.2 635-1511
9. Vanguard Tax Mngd Gro & Inc 27.1 635-1511
10. SSGA Growth & Income 27.1 647-7327
Largest Mutual Funds
Stock funds ranked by one-year performance to Nov. 15
ANNUALIZED TOTAL
RETURN([dagger]) ASSETS
RANK/NAME 1 YEAR 3 YEARS IN BILLIONS
1. Janus Twenty 69.8% 45.6% $28.8%
2. Janus Fund 63.7 32.5 35.8
3. American Century Ultra Inv 45.7 26.2 35.8
4. EuroPacific Growth (American) 44.6 20.5 27.6
5. New Perspective (American) 37.4 23.7 27.1
6. Fidelity Magellan(**) 34.5 26.0 97.5
7. Fidelity Contrafund(**) 33.9 23.7 42.3
8. Vanguard 500 Index 26.5 26.1 95.7
9. Investment Co of America 21.3 22.3 53.2
10. Fidelity Growth & Income 18.1 22.1 47.9
11. Washington Mutual Investors 12.1 19.7 56.6
12. Vanguard Windsor II 4.3 16.0 30.5
Bond funds ranked by one-year performance to Nov. 15
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Bond Fund of America 4.6% 5.7%
2. Vanguard Short Term Corp 4.1 5.7
3. Vanguard High Yield Corp 3.6 7.1
4. Vanguard GNMA 2.8 6.1
5. Franklin Custodian US Government A 2.7 5.9
6. Pimco Total Return Instl([sections]) 2.4 6.8
7. Vanguard Total Bond Index 1.7 6.1
8. Morgan Stanley DW US Govt Sec B 1.1 5.3
9. Vanguard Muni Intermediate Term 1.0 4.4
10. Franklin Federal Tax Free Income A -0.9 4.6
11. Franklin Tax Free High Yield A -1.0 4.8
12. American Express High Yield Tax Ex A -1.1 4.5
ASSETS
RANK/NAME IN BILLIONS
1. Bond Fund of America $9.5
2. Vanguard Short Term Corp 6.7
3. Vanguard High Yield Corp 5.7
4. Vanguard GNMA 12.7
5. Franklin Custodian US Government A 7.8
6. Pimco Total Return Instl([sections]) 23.3
7. Vanguard Total Bond Index 9.3
8. Morgan Stanley DW US Govt Sec B 4.4
9. Vanguard Muni Intermediate Term 8.2
10. Franklin Federal Tax Free Income A 6.8
11. Franklin Tax Free High Yield A 5.5
12. American Express High Yield Tax Ex A 5.2
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