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Industry: Email Alert RSS FeedTop-Performing Stock Mutual Funds: 3 & 5 Years
Kiplinger's Personal Finance Magazine, June, 1999
Aggressive growth-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Rydex OTC 70.5% 50.7% 41.8%
2. Janus Twenty(**) 73.1 47.3 35.9
3. Delaware Voyageur Egg Growth A(@) 27.4 40.9 --
4. MFS Strategic Growth A 24.4 39.6 --
5. Rydex Nova 22.1 36.1 33.0
6. Janus Mercury 67.2 35.0 31.1
7. Spectra 51.5 34.1 33.0
8. Robertson Stephens Emrg Gro A 43.2 32.8 26.3
9. Fidelity Aggressive Growth 55.4 32.2 29.2
10. Northern Select Equity 29.9 31.3 25.0
800
RANK/NAME NUMBER
1. Rydex OTC 820-0888
2. Janus Twenty(**) 525-8983
3. Delaware Voyageur Egg Growth A(@) 523-1918
4. MFS Strategic Growth A 225-2606
5. Rydex Nova 820-0888
6. Janus Mercury 525-8983
7. Spectra 711-6141
8. Robertson Stephens Emrg Gro A 766-3863
9. Fidelity Aggressive Growth 544-8888
10. Northern Select Equity 595-9111
Long-term growth-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Legg Mason Value Primary 48.7% 45.9% 37.1%
2. Transamerica Premier Equity Inv 31.2 40.1 --
3. Weitz Hickory(**) 17.4 40.0 30.2
4. Janus Olympus 64.6 37.5 --
5. Pioneer Growth A(@) 24.1 36.7 29.1
6. Alliance Premier Growth A(@) 33.7 36.2 31.1
7. Idex JCC Growth A 55.0 35.4 29.9
8. Mass. Inv Growth Stock A 22.4 35.2 29.3
9. Vanguard Growth Index 31.1 34.7 30.9
10. Fidelity New Millennium(**) 50.9 34.7 34.1
800
RANK/NAME NUMBER
1. Legg Mason Value Primary 822-5544
2. Transamerica Premier Equity Inv 892-7587
3. Weitz Hickory(**) 232-4161
4. Janus Olympus 525-8983
5. Pioneer Growth A(@) 225-6292
6. Alliance Premier Growth A(@) 221-5672
7. Idex JCC Growth A 233-4339(#)
8. Mass. Inv Growth Stock A 637-2929
9. Vanguard Growth Index 635-1511
10. Fidelity New Millennium(**) 544-8888
Growth & income-3 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Reynolds Blue Chip Growth 51.4% 41.9% 33.4%
2. IPS Millennium 56.9 36.9 --
3. Janus Growth & Income 30.6 33.7 28.1
4. SSgA Growth & Income 26.4 32.1 26.4
5. Golden Oak Growth A 35.3 30.7 22.6
6. Domini Social Equity 23.4 30.7 26.8
7. Ameristock 24.3 30.6 --
8. Alleghany/chicago Growth & Inc 29.5 30.6 27.3
9. Strong Growth & Income 27.4 30.5 --
10. Regions Growth B 30.0 30.5 24.5
800
RANK/NAME NUMBER
1. Reynolds Blue Chip Growth 773-9665
2. IPS Millennium 232-9142
3. Janus Growth & Income 525-8983
4. SSgA Growth & Income 647-7327
5. Golden Oak Growth A 545-6331
6. Domini Social Equity 762-6814
7. Ameristock 394-5064
8. Alleghany/chicago Growth & Inc 992-8151
9. Strong Growth & Income 368-1030
10. Regions Growth B 433-2829
Largest Mutual Funds
Stock funds
Ranked by one-year performance to April 19
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. Janus 34.4% 29.1%
2. Fidelity Magellan(**) 27.3 26.5
3. American Century Ultra Inv 27.0 26.7
4. Fidelity Contrafund(**) 23.7 25.3
5. Vanguard 500 Index 20.8 29.3
6. Fidelity Growth & Income(**) 17.6 25.6
7. Investment Co of America 16.1 24.2
8. Fidelity Advisor Growth Opps T([sections]) 14.4 23.1
9. Washington Mutual Investors 10.8 25.1
10. Fidelity Puritan 10.7 18.0
11. Vanguard Windsor II 8.7 24.5
12. Vanguard Wellington 7.4 17.9
ASSETS
RANK/NAME IN BILLIONS
1. Janus $29.1
2. Fidelity Magellan(**) 90.8
3. American Century Ultra Inv 33.5
4. Fidelity Contrafund(**) 41.2
5. Vanguard 500 Index 82.5
6. Fidelity Growth & Income(**) 49.3
7. Investment Co of America 49.9
8. Fidelity Advisor Growth Opps T([sections]) 25.6
9. Washington Mutual Investors 52.8
10. Fidelity Puritan 25.9
11. Vanguard Windsor II 32.1
12. Vanguard Wellington 25.5
Aggressive growth-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Rydex OTC 70.5% 50.7% 41.8%
2. Janus Twenty(**) 73.1 47.3 35.9
3. Alger Capital Appreciation 47.0 28.5 35.4
B([sections])
4. Rydex Nova 22.1 36.1 33.0
5. Spectra 51.5 34.1 33.0
6. Janus Mercury 67.2 35.0 31.1
7. Fidelity Aggressive Growth 55.4 32.2 29.2
8. Turner Small Cap Growth (TIP) 2.8 15.6 27.9
9. Analytic Enhanced Equity A (UAM) 25.5 31.4 26.7
10. Value Line Leveraged Growth Inv 33.5 29.5 26.7
800
RANK/NAME NUMBER
1. Rydex OTC 820-0888
2. Janus Twenty(**) 525-8983
3. Alger Capital Appreciation 992-3863
B([sections])
4. Rydex Nova 820-0888
5. Spectra 711-6141
6. Janus Mercury 525-8983
7. Fidelity Aggressive Growth 544-8888
8. Turner Small Cap Growth (TIP) 224-6312
9. Analytic Enhanced Equity A (UAM) 826-5465([double dagger])
10. Value Line Leveraged Growth Inv 243-2729
Long-term growth-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Legg Mason Value Primary 48.7% 45.9% 37.1%
2. Fidelity New Millennium(**) 50.9 34.7 34.1
3. White Oak Growth 30.2 34.4 33.2
4. Alliance Premier Growth A(@) 33.7 36.2 31.1
5. Vanguard Growth Index 31.1 34.7 30.9
6. Weitz Hickory(**) 17.4 40.0 30.2
7. Wilshire Target Large Co Growth 32.2 33.7 30.1
8. Accessor Growth 38.0 33.5 30.1
9. Idex JCC Growth A 55.0 35.4 29.9
10. Reynolds Opportunity 64.3 33.5 29.7
800
RANK/NAME NUMBER
1. Legg Mason Value Primary 822-5544
2. Fidelity New Millennium(**) 544-8888
3. White Oak Growth 462-5386(#)
4. Alliance Premier Growth A(@) 221-5672
5. Vanguard GroWth Index 635-1511
6. Weitz Hickory(**) 232-4161
7. Wilshire Target Large Co Growth 200-6796(#)
8. Accessor Growth 759-3504
9. Idex JCC Growth A 233-4339(#)
10. Reynolds Opportunity 773-9665
Growth & income-5 years
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS 5 YEARS
1. Reynolds Blue Chip Growth 51.4% 41.9% 33.4%
2. Janus Growth & Income 30.6 33.7 28.1
3. Alleghany/Chicago Growth & Inc 29.5 30.6 27.3
4. Smith Breeden US Market Plus 19.8 28.7 27.0
5. Trainer Wortham First Mutual 46.1 28.8 26.8
6. Domini Social Equity 23.4 30.7 26.8
7. Principal Preserv S&P 100 Plus A 25.5 28.8 26.8
8. Vanguard 500 Index 20.8 29.1 26.8
9. S&P 500 Index (CCM Partners) 21.0 29.1 26.7
10. SSgA S&P 500 Index A 20.6 28.9 26.6
800
RANK/NAME NUMBER
1. Reynolds Blue Chip Growth 773-9665
2. Janus Growth & Income 525-8983
3. Alleghany/Chicago Growth & Inc 992-8151
4. Smith Breeden US Market Plus 221-3138
5. Trainer wortham First Mutual 257-4414
6. Domini Social Equity 762-6814
7. Principal Preserv S&P 100 Plus A 826-4600
8. Vanguard 500 Index 635-1511
9. S&P 500 Index (CCM Partners) 225-8778
10. SSgA S&P 500 Index A 647-7327
Bond funds
Ranked by one-year performance to April 19
ANNUALIZED TOTAL
RETURN([dagger])
RANK/NAME 1 YEAR 3 YEARS
1. PIMCO Total Return Instl([sections]) 7.6% 9.2%
2. Vanguard Total Bond Market Index 6.4 8.0
3. Vanguard GNMA 6.1 8.0
4. Vanguard Short Term Corporate 5.9 6.6
5. Franklin Federal Tax Free Income A 5.9 7.4
6. Vanguard Intermediate Term Tax Exempt 5.9 6.3
7. Franklin Custodian US Government A 5.6 7.5
8. American Express IDS Hi Yield Tax Ex A 5.4 7.2
9. Morgan Stanley Dean Witter Govt B 5.2 7.0
10. Vanguard High Yield Corporate 4.8 10.2
11. Franklin Tax Free Hi Yield Income A 4.6 8.0
12. Bond Fund of America 3.9 8.0
ASSETS
RANK/NAME IN BILLIONS
1. PIMCO Total Return Instl([sections]) $21.6
2. Vanguard Total Bond Market Index 8.4
3. Vanguard GNMA 12.0
4. Vanguard Short Term Corporate 5.7
5. Franklin Federal Tax Free Income A 7.2
6. Vanguard Intermediate Term Tax Exempt 8.3
7. Franklin Custodian US Government A 8.6
8. American Express IDS Hi Yield Tax Ex A 5.7
9. Morgan Stanley Dean Witter Govt B 4.8
10. Vanguard High Yield Corporate 5.8
11. Franklin Tax Free Hi Yield Income A 6.0
12. Bond Fund of America 9.6
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