Kiplinger.com

 | 

TOP RANKINGS, NEWS, ANALYSIS AND TOOLS

TODAY'S MARKETS
FUND RANKINGS   Find top 25 one-, three-, and five-year winners for the following styles/categories
PLEASE NOTE: We apologize for the delay in updating our mutual fund tables. Our monthly data feed was interrupted by unannounced changes from our provider. We are working with them to get updated information as quickly as possible, but we will be unable to provide updated data until after the new year.

 
Select Fund Type:
 
Investment Style/Category:
Annualized
return over:

 
U.S. stocks - Large-company growth - Best returns over 1 Year
How to navigate the tables    Data through September 30, 2008
RANK
FUND NAME
 
SYMBOL
 
1-YR
RETURN
 
3-YR
RETURN
 
5-YR
RETURN
 
10-YR
RETURN
 
20-YR
RETURN
 
VOL RANK
INV. MIN. / IRA MIN.
 
MAX LOAD
EXPENSE RATIO
1.ActivePassive Large Cap Growth AAPLGX—%—%—%—%—% $1,000 / $—5.75%—%
2.Reynolds Blue Chip GrowthRBCGX2.832.78-1.256.6321,000 / 1,000none2.02
3.CGM MutualLOMMX-7.318.4913.877.769.9182,500 / 1,000none1.05
4.Jensen Portfolio JJENSX-9.293.885.097.0122,500 / 2,500none0.85
5.NavigatorNAVFX-9.300.5225,000 / 1,000none1.75
6.DireXion HCM FreedomHCMFX-9.73-2.35325,000 / 25,000none2.18
7.FMI Provident Trust StrategyFMIRX-10.693.299.344.779.2121,000 / 1,000none1.00
8.Parnassus WorkplacePARWX-11.184.9342,000 / 500none1.20
9.J. Hancock Large Cap Equity ATAGRX-11.2710.5512.136.4510.6291,000 / 5005.001.14
10.J. Hancock US Global Leaders GrowthUSGLX-12.79-1.432.153.5721,000 / 5005.001.28
11.Aston/Montag & Caldwell Growth NMCGFX-12.823.345.713.1942,500 / 500none1.07
12.Evergreen Omega AEKOAX-13.302.205.294.4410.3751,000 / 1,0005.751.40
13.ING Evergreen Omega Port A-13.626— / —none1.19
14.Natixis CGM Advisor Targeted Equity ANEFGX-13.755.6312.436.2910.8162,500 / 1,0005.751.16
15.Quaker Capital Opportunities AQUKTX-13.870.317.5022,000 / 1,0005.501.59
16.Vanguard Primecap**VPMCX-13.964.409.399.1412.99325,000 / 25,0001.00r0.43
17.LKCM Aquinas GrowthAQEGX-14.09-1.424.113.2142,000 / —1.00r1.47
18.Cookson Peirce Core EquityCPEQX-14.324.7692,500 / —1.00r1.68
19.DWS Large Company Growth SSCQGX-14.481.864.920.9132,500 / 1,0002.00r1.02
20.Neuberger Berman Century InvNBCIX-14.582.494.5641,000 / 250none1.50
21.DWS Capital Growth SSCGSX-14.681.925.6632,500 / 1,0002.00r0.79
22.Calvert Social Inv Equity ACSIEX-14.831.554.727.697.9821,000 / 1,0004.75s1.21
23.Chase GrowthCHASX-14.930.947.756.4132,000 / —2.00r1.17
24.Jordan OpportunityJORDX-15.057.48710,000 / 2,0002.00r1.54
25.Pioneer Growth Leaders ALRPSX-15.201.182.571.4621,000 / 2505.751.42
  CATEGORY AVERAGE   -41.95% -10.87% -3.22% -1.86% 7.51%        
** Closed to new investors. # Closed to new investors; other share classes are available. r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply. — Fund has not existed for the specified time. Source: Morningstar, Inc..
SEARCH AGAIN
 
Select Fund Type:
 
Investment Style/Category:
Annualized
return over:

 
SPONSORED LINKS