Financial Services Industry
Industry: Email Alert RSS FeedRANKINGS: Top-performing stock mutual funds—three & five years
Kiplinger's Personal Finance Magazine, May, 2000
Aggressive growth-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. RS Emerging Growth A 263.8% 92.2% 56.7%
2. Van Wagoner Post-Venture 268.1 86.2 -
3. PBHG Select Equity 372.9 85.7 -
4. Van Kampen Agg Gro A(**) 212.1 81.2 -
5. Van Wagoner Emerging Gro(**) 349.4 80.8 -
6. Loomis Sayles Aggressive Gro 326.2 80.4 -
7. PBHG Large Cap 20 149.5 79.0 -
8. Morgan Stanley DW Mid Cap B 130.4 78.0 -
9. Turner Mid Cap Growth 185.6 77.5 -
10. Berger New Generation Inv 220.0 76.6 -
800
NUMBER
1. RS Emerging Growth A 766-3863
2. Van Wagoner Post-Venture 228-2121
3. PBHG Select Equity 433-0051
4. Van Kampen Agg Gro A(**) 421-5666
5. Van Wagoner Emerging Gro(**) 228-2121
6. Loomis Sayles Aggressive Gro 633-3330
7. PBHG Large Cap 20 433-0051
8. Morgan Stanley DW Mid Cap B 869-6397
9. Turner Mid Cap Growth 224-6312
10. Berger New Generation Inv 333-1001
Aggressive growth-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Rydex OTC Inv 121.6% 75.2% 60.5%
2. RS Emerging Growth A 263.8 92.2 56.7
3. Van Kampen Emerging Growth A 173.6 69.4 51.2
4. Fidelity New Millennium(**) 124.8 62.3 51.2
5. IPS Millennium Fund 161.5 70.9 50.4
6. Fremont US Micro Cap 213.1 52.4 50.0
7. M Stanley DW Sm Cap Gro B 199.2 65.7 48.3
8. Delaware Select Growth A 118.9 67.1 48.1
9. Turner small Cap Growth 167.1 52.5 47.5
10. Bridgeway Aggressive Growth 173.0 58.6 46.8
800
RANK/NAME NUMBER
1. Rydex OTC Inv 820-0888
2. RS Emerging Growth A 766-3863
3. Van Kampen Emerging Growth A 421-5666
4. Fidelity New Millennium(**) 544-8888
5. IPS Millennium Fund 232-9142
6. Fremont US Micro Cap 548-4539
7. M Stanley DW Sm Cap Gro B 869-6397
8. Delaware Select Growth A 523-1918
9. Turner small Cap Growth 224-6312
10. Bridgeway Aggressive Growth 661-3550
Long-term growth-3 years
ANNUALIZED TOTAL RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. PBHG Large Cap Growth 134.3% 55.2% -
2. Waddell & Reed Growth B(**) 110.7 54.9 36.1%
3. Fidelity Growth Company 128.6 52.2 42.2
4. Flanklin strategic Cal. A 155.5 49.5 42.9
5: Heritage Growth A 74.7 48.4 -
6. Turner Growth 72.3 46.6 38.2
7. Mass Inv Growth Stock A 47.8 43.5 37.6
8. Excelsior Optimum Growth 28.4 43.3 -
9. Federated Gro Strategies A 101.0 43.0 38.9
10. Fidelity Retirement Growth 81.1 42.9 32.4
800
RANK/NAME NUMBER
1. PBHG Large Cap Growth 433-0051
2. Waddell & Reed Growth B(**) 366-5465
3. Fidelity Growth Company 544-8888
4. Flanklin strategic Cal. A 342-5236
5: Heritage Growth A 421-4184
6. Turner Growth 224-6312
7. Mass Inv Growth Stock A 637-2929
8. Excelsior Optimum Growth 446-1012
9. Federated Gro Strategies A 341-7400
10. Fidelity Retirement Growth 544-8888
Long-term growth-5 years
ANNUALIZED TOTAL RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Franklin Strategic Cal. A 155.5% 49.5% 42.9%
2. Fidelity Growth Company 128.6 52.2 42.2
3. Federated Gro Strategies A 101.0 43.0 38.9
4. Turner Growth 72.3 46.6 38.2
5. Mass Inv Growth Stock A 47.8 43.5 37.6
6. Waddell & Reed Growth B(**) 110.7 54.9 36.1
7. Warburg Pincus Cap App Cmn 61.9 37.7 35.9
8. MFS Capita! Opp A 67.9 40.0 35.1
9. Legg Mason Value Primary 4.3 27.7 34.7
10. Alliance Premier Growth A 17.0 32.0 34.3
800
RANK/NAME NUMBER
1. Franklin Strategic Cal. A 342-5236
2. Fidelity Growth Company 544-8888
3. Federated Gro Strategies A 341-7400
4. Turner Growth 224-6312
5. Mass Inv Growth Stock A 637-2929
6. Waddell & Reed Growth B(**) 366-5465
7. Warburg Pincus Cap App Cmn 927-2874
8. MFS Capita! Opp A 637-2929
9. Legg Mason Value Primary 822-5544
10. Alliance Premier Growth A 221-5672
Growth & income-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Strong Total Return 75.7% 42.3% 33.9%
2. Green Century Balanced 173.2 42.2 31.9
3. Janus Growth & Income 49.7 39.4 37.5
4. Pilgrim Convertible A 80.2 38.1 31.8
5. Berger Growth & Income 71.5 37.4 32.0
6. Calamos Growth & Income A 74.7 34.7 31.1
7. Janus Equity Income 32.6 34.6 -
8. Quant Growth & Income Ordinary 46.5 34.1 30.6
9. Bridgeway Social Responsibility 38.1 33.0 29.9
10. Nottingham II Capital Value 63.4 32.8 25.4
800
RANK/NAME NUMBER
1. Strong Total Return 368-3863
2. Green Century Balanced 934-7336
3. Janus Growth & Income 525-8983
4. Pilgrim Convertible A 334-3444
5. Berger Growth & Income 333-1001
6. Calamos Growth & Income A 323-9943
7. Janus Equity Income 525-8983
8. Quant Growth & Income Ordinary 331-1244
9. Bridgeway Social Responsibility 661-3550
10. Nottingham II Capital Value 525-3863
Growth & income-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Janus Growth & Income 49.7% 39.4% 37.5%
2. Strong Total Return 75.7 42.3 33.9
3. Berger Growth & Income 71.5 37.4 32.0
4. Green Century Balanced 173.2 42.2 31.9
5. Pilgrim Convertible A 80.2 38.1 31.8
6. Calamos Growth & Income A 74.7 34.7 31.1
7. Quant Growth & Inc Ordinary 46.5 34.1 30.6
8. J Hancock Large Cap Value A 49.1 29.0 30.1
9. Bridgeway Social Responsibility 38.1 33.0 29.9
10. AXP Equity Select A 55.0 30.6 29.6
800
RANK/NAME NUMBER
1. Janus Growth & Income 525-8983
2. Strong Total Return 368-3863
3. Berger Growth & Income 333-1001
4. Green Century Balanced 934-7336
5. Pilgrim Convertible A 334-3444
6. Calamos Growth & Income A 323-9943
7. Quant Growth & Inc Ordinary 331-1244
8. J Hancock Large Cap Value A 225-5291
9. Bridgeway Social Responsibility 661-3550
10. AXP Equity Select A 437-4332
Largest mutual funds
Stock funds ranked by one-year performance
ANNUALIZED TOTAL RETURN([dagger])
ASSETS
RANK/NAME 1 YEAR 3 YEARS IN BILLIONS
1. Fidelity Growth Company 128.6% 52.2% 37.6
2. Janus Worldwide 82.6 39.1 43.1
3. Euro Pacific Growth 58.1 26.0 37.5
(American)
4. Janus Twenty(**) 52.2 51.2 37.2
5. Janus Fund 43.8 35.7 46.2
6. American Century Ultra Inv 32.3 30.4 42.2
7. Fidelity Contrafund(**) 23.3 26.3 46.5
8. Fidelity Magellan(**) 15.4 25.1 100.8
9. Vanguard 500 Index 9.8 21.4 98.6
10. Investment Co. of America 9.4 18.4 53.4
(American)
11. Fidelity Growth & 1.2 17.0 42.3
Income I(**)
12. Washington Mutual -11.2 9.3 44.1
Investors (Amer)
Bond funds ranked by one-year performance
ANNUALIZED TOTAL
RETURN([dagger])
ASSETS
RANK/NAME 1 YEAR 3 YEARS IN BILLIONS
1. Vanguard Short Term 3.9% 5.7% $6.8
Corporation
2. Bond Fund of America 3.0 5.2 9.3
(American)
3. Pimco Total Return 1.4 6.5 23.8
Instl([sections])
4. Vanguard High Yield Corp 1.4 5.7 5.5
5. Vanguard GNMA 1.1 5.5 12.2
6. Franklin Custodian US 1.1 5.1 7.2
Government A
7. Vanguard Total Bond Index 0.9 5.8 9.5
8. Vanguard Intermediate -0.2 4.1 7.9
Term Muni
9. Fidelity Spartan Muni Income -1.5 4.2 4.0
10. Franklin Federal Tax Free -2.2 4.0 6.4
Income A
11. Axp High Yield Tax Exempt -2.6 3.9 4.8
12. Franklin High Yield Tax -3.2 3.8 5.0
Free A
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