A | B | C | D | E | F | G | H | I | ||
---|---|---|---|---|---|---|---|---|---|---|
1 | Top 25 Funds out of 141 | |||||||||
2 | ||||||||||
3 | Fund Name | 3 Year Return | Sales | Morningstar | Phone Number | E*Trade | Minumum | Expense | ||
4 | (annualized) | Charge | Rating | No Load | Purchase | Ratio % | Comment | |||
5 | Dresdner RCM Biotechnology N | 48.90% | 0.00% | 5 | 800-726-7240 | Y | 5000/250 | 1.50 | ||
6 | Dresdner RCM Biotechnology N | 48.90% | 0.00% | 5 | 800-726-7240 | |||||
7 | Rydex Biotechnology Inv | 36.30% | 0.00% | 5 | 800-820-0888 | 25K | ||||
8 | Rydex Biotechnology Inv | 36.30% | 0.00% | 5 | 800-820-0888 | |||||
9 | Rydex Biotechnology Adv | 35.70% | 0.00% | 5 | 800-820-0888 | 25K | 1.73 | |||
10 | Rydex Biotechnology Adv | 35.70% | 0.00% | 5 | 800-820-0888 | |||||
11 | Franklin Biotechnology Discovery A | 33.90% | 5.80% | 5 | 800-342-5236 | |||||
12 | Franklin Biotechnology Discovery A | 33.90% | 5.80% | 5 | 800-342-5236 | |||||
13 | Eaton Vance Worldwide Health Sci A | 30.90% | 5.80% | 5 | 800-225-6265 | |||||
14 | Eaton Vance Worldwide Health Sci A | 30.90% | 5.80% | 5 | 800-225-6265 | |||||
15 | Eaton Vance Worldwide Health Sci C | 30.00% | 0.00% | 5 | 800-225-6265 | BE Load | 1000/50 | 2.53 | BE load 1% | |
16 | Eaton Vance Worldwide Health Sci C | 30.00% | 0.00% | 5 | 800-225-6265 | |||||
17 | Eaton Vance Worldwide Health Sci B | 29.90% | 0.00% | 5 | 800-225-6265 | |||||
18 | Eaton Vance Worldwide Health Sci B | 29.90% | 0.00% | 5 | 800-225-6265 | |||||
19 | Munder Framlington Healthcare Y | 28.50% | 0.00% | 5 | 800-468-6337 | 500K | ||||
20 | Munder Framlington Healthcare Y | 28.50% | 0.00% | 5 | 800-468-6337 | |||||
21 | Munder Framlington Healthcare K | 28.20% | 0.00% | 5 | 800-468-6337 | NA | ||||
22 | Munder Framlington Healthcare K | 28.20% | 0.00% | 5 | 800-468-6337 | |||||
23 | Munder Framlington Healthcare A | 28.10% | 5.50% | 5 | 800-468-6337 | |||||
24 | Munder Framlington Healthcare A | 28.10% | 5.50% | 5 | 800-468-6337 | |||||
25 | Fidelity Select Biotechnology | 27.60% | 3.00% | 4 | 800-544-8888 | |||||
26 | Fidelity Select Biotechnology | 27.60% | 3.00% | 4 | 800-544-8888 | |||||
27 | Dresdner RCM Global Health Care | 27.50% | 0.00% | 5 | 800-726-7240 | Y | 5000/250 | 1.50 | ||
28 | Dresdner RCM Global Health Care | 27.50% | 0.00% | 5 | 800-726-7240 | |||||
29 | Munder Framlington Healthcare B | 27.20% | 0.00% | 5 | 800-468-6337 | |||||
30 | Munder Framlington Healthcare B | 27.20% | 0.00% | 5 | 800-468-6337 | |||||
31 | Munder Framlington Healthcare C | 27.20% | 0.00% | 5 | 800-468-6337 | |||||
32 | Munder Framlington Healthcare C | 27.20% | 0.00% | 5 | 800-468-6337 | |||||
33 | AIM Global Health Care A | 21.30% | 4.80% | 4 | 800-959-4246 | |||||
34 | AIM Global Health Care A | 21.30% | 4.80% | 4 | 800-959-4246 | |||||
35 | Morgan Stanley Health Sciences D | 21.00% | 0.00% | 5 | 800-869-6397 | |||||
36 | Morgan Stanley Health Sciences D | 21.00% | 0.00% | 5 | 800-869-6397 | |||||
37 | Morgan Stanley Health Sciences A | 20.80% | 5.30% | 5 | 800-869-6397 | |||||
38 | Morgan Stanley Health Sciences A | 20.80% | 5.30% | 5 | 800-869-6397 | |||||
39 | AIM Global Health Care B | 20.70% | 0.00% | 5 | 800-959-4246 | |||||
40 | AIM Global Health Care B | 20.70% | 0.00% | 5 | 800-959-4246 | |||||
41 | Fidelity Select Medical Equip/Systems | 20.10% | 3.00% | 5 | 800-544-8888 | |||||
42 | Fidelity Select Medical Equip/Systems | 20.10% | 3.00% | 5 | 800-544-8888 | |||||
43 | Morgan Stanley Health Sciences B | 19.80% | 0.00% | 5 | 800-869-3863 | |||||
44 | Morgan Stanley Health Sciences B | 19.80% | 0.00% | 5 | 800-869-3863 | |||||
45 | Morgan Stanley Health Sciences C | 19.80% | 0.00% | 5 | 800-869-6397 | |||||
46 | Morgan Stanley Health Sciences C | 19.80% | 0.00% | 5 | 800-869-6397 | |||||
47 | Vanguard Health Care | 19.30% | 0.00% | 5 | 800-662-7447 | 25K | 0.34 | |||
48 | Vanguard Health Care | 19.30% | 0.00% | 5 | 800-662-7447 | |||||
49 | Scudder Health Care S | 18.80% | 0.00% | 5 | 800-621-1048 | Y | 2500/100 | 1.83 | ||
50 | Scudder Health Care S | 18.80% | 0.00% | 5 | 800-621-1048 |
51 | Monterey Murphy New World Biotech | 18.70% | 0.00% | 3 | 800-251-1970 | NA | ||||
---|---|---|---|---|---|---|---|---|---|---|
52 | T. Rowe Price Health Sciences | 18.00% | 0.00% | 5 | 800-638-5660 | N | 0.98 | |||
53 | Merrill Lynch Healthcare A | 16.80% | 5.30% | 5 | 800-995-6526 | |||||
54 | Monument Medical Sciences A | % | 4.80% | 5 | 888-420-9950 |
A | B | C | D | E | F | G | H | I | ||
---|---|---|---|---|---|---|---|---|---|---|
1 | Top 25 Funds out of 283 | |||||||||
2 | ||||||||||
3 | Fund Name | 3 Year Return | Sales | Morningstar | Phone Number | E*Trade | Minumum | Expense | ||
4 | (annualized) | Charge | Rating | No Load | Purchase | Ratio % | Comment | |||
5 | TCW Galileo Value Opportunities I | 30.60% | 0.00% | 5 | 800-386-3829 | 25000 | 1.15 | |||
6 | TCW Galileo Value Opportunities I | 30.60% | 0.00% | 5 | 800-386-3829 | |||||
7 | Oakmark Select I | 24.80% | 0.00% | 5 | 800-625-6275 | Closed | ||||
8 | Oakmark Select I | 24.80% | 0.00% | 5 | 800-625-6275 | |||||
9 | PIMCO Renaissance Instl | 23.60% | 0.00% | 5 | 800-927-4648 | |||||
10 | PIMCO Renaissance Instl | 23.60% | 0.00% | 5 | 800-927-4648 | |||||
11 | PIMCO Renaissance Admin | 23.20% | 0.00% | 5 | 800-927-4648 | |||||
12 | PIMCO Renaissance Admin | 23.20% | 0.00% | 5 | 800-927-4648 | |||||
13 | PIMCO Renaissance A | 23.20% | 5.50% | 5 | 888-877-4626 | |||||
14 | PIMCO Renaissance A | 23.20% | 5.50% | 5 | 888-877-4626 | |||||
15 | Dreyfus Midcap Value | 23.10% | 0.00% | 5 | 800-373-9387 | Y | 2500/100 | 1.27 | ||
16 | Dreyfus Midcap Value | 23.10% | 0.00% | 5 | 800-373-9387 | |||||
17 | Berger Mid Cap Value | 22.40% | 0.00% | 5 | 800-333-1001 | Y | 2500/50 | 1.59 | ||
18 | Berger Mid Cap Value | 22.40% | 0.00% | 5 | 800-333-1001 | |||||
19 | Olstein Financial Alert C | 22.40% | 0.00% | 5 | 800-799-2113 | Load | 1000/100 | 2.20 | ||
20 | Olstein Financial Alert C | 22.40% | 0.00% | 5 | 800-799-2113 | |||||
21 | PIMCO Renaissance C | 22.30% | 0.00% | 5 | 888-877-4626 | BE Load | 2500/100 | 2.00 | Back-end load 1% for first year. Currently at peak? | |
22 | PIMCO Renaissance C | 22.30% | 0.00% | 5 | 888-877-4626 | |||||
23 | PIMCO Renaissance B | 22.20% | 0.00% | 5 | 888-877-4626 | |||||
24 | PIMCO Renaissance B | 22.20% | 0.00% | 5 | 888-877-4626 | |||||
25 | CRM Mid Cap Value Instl | 21.80% | 0.00% | 5 | 800-276-2883 | 1M | 1.15 | |||
26 | CRM Mid Cap Value Instl | 21.80% | 0.00% | 5 | 800-276-2883 | |||||
27 | MFS Strategic Value I | 21.20% | 0.00% | 5 | 800-225-2606 | 100K | ||||
28 | MFS Strategic Value I | 21.20% | 0.00% | 5 | 800-225-2606 | |||||
29 | MFS Strategic Value A | 21.20% | 5.80% | 5 | 800-225-2606 | |||||
30 | MFS Strategic Value A | 21.20% | 5.80% | 5 | 800-225-2606 | |||||
31 | Impact Management Investment Retail | 20.30% | 0.00% | 5 | 800-556-5856 | |||||
32 | Prudential Jennison Equity Opp Z | 20.10% | 0.00% | 5 | 800-225-1852 | NA | ? | 0.94 | ||
33 | Prudential Jennison Equity Opp Z | 20.10% | 0.00% | 5 | 800-225-1852 | |||||
34 | Prudential Jennison Equity Opp A | 19.80% | 5.00% | 5 | 800-225-1852 | |||||
35 | Prudential Jennison Equity Opp A | 19.80% | 5.00% | 5 | 800-225-1852 | |||||
36 | Lord Abbett Mid-Cap Value A | 19.40% | 5.80% | 5 | 800-201-6984 | |||||
37 | Lord Abbett Mid-Cap Value A | 19.40% | 5.80% | 5 | 800-201-6984 | |||||
38 | Lord Abbett Mid-Cap Value P | 19.00% | 0.00% | 5 | 800-201-6984 | NA | 1000/? | 1.40 | ||
39 | Lord Abbett Mid-Cap Value P | 19.00% | 0.00% | 5 | 800-201-6984 | |||||
40 | Prudential Jennison Equity Opp C | 18.90% | 1.00% | 5 | 800-225-1852 | |||||
41 | Prudential Jennison Equity Opp C | 18.90% | 1.00% | 5 | 800-225-1852 | |||||
42 | Prudential Jennison Equity Opp B | 18.90% | 0.00% | 5 | 800-225-1852 | |||||
43 | Prudential Jennison Equity Opp B | 18.90% | 0.00% | 5 | 800-225-1852 | |||||
44 | JP Morgan Mid Cap Value I | 18.90% | 0.00% | 5 | 800-521-5411 | 1M/100K | 1.25 | |||
45 | JP Morgan Mid Cap Value I | 18.90% | 0.00% | 5 | 800-521-5411 | |||||
46 | Lord Abbett Mid-Cap Value B | 18.60% | 0.00% | 5 | 800-201-6984 | NA | ||||
47 | Lord Abbett Mid-Cap Value B | 18.60% | 0.00% | 5 | 800-201-6984 | |||||
48 | Lord Abbett Mid-Cap Value C | 18.60% | 0.00% | 5 | 800-201-6984 | |||||
49 | Lord Abbett Mid-Cap Value C | 18.60% | 0.00% | 5 | 800-201-6984 | |||||
50 | Matrix Advisors Value | 18.10% | 0.00% | 5 | 800-366-6223 | NA | 1000/100 | 0.99 |
51 | Matrix Advisors Value | 18.10% | 0.00% | 5 | 800-366-6223 | |||||
---|---|---|---|---|---|---|---|---|---|---|
52 | Fidelity Select Air Transportation | 17.80% | 3.00% | 4 | 800-544-8888 | |||||
53 | Salomon Brothers Capital O | 16.50% | 0.00% | 5 | 800-725-6666 | Closed | ||||
54 | Salomon Brothers Capital A | 16.20% | 5.80% | 5 | 800-725-6666 |
A | B | C | D | E | F | G | H | I | ||
---|---|---|---|---|---|---|---|---|---|---|
1 | Top 25 Funds out of 627 | |||||||||
2 | ||||||||||
3 | Fund Name | 3 Year Return | Sales | Morningstar | Phone Number | E*Trade | Minumum | Expense | ||
4 | (annualized) | Charge | Rating | No Load | Purchase | Ratio % | Comment | |||
5 | Bridgeway Aggressive Growth | 38.10% | 0.00% | 5 | 800-661-3550 | Y | 2000/500 | 1.25 | Already have? | |
6 | Bridgeway Aggressive Growth | 38.10% | 0.00% | 5 | 800-661-3550 | |||||
7 | Needham Growth | 32.80% | 0.00% | 5 | 800-625-7071 | Y | 5000/500 | 2.19 | ||
8 | Needham Growth | 32.80% | 0.00% | 5 | 800-625-7071 | |||||
9 | Calamos Growth A | 32.10% | 4.80% | 5 | 800-823-7386 | |||||
10 | Calamos Growth A | 32.10% | 4.80% | 5 | 800-823-7386 | |||||
11 | Calamos Growth C | 32.00% | 0.00% | 5 | 800-823-7386 | N | 500/50 | 2.20 | No backend load after one year | |
12 | Calamos Growth C | 32.00% | 0.00% | 5 | 800-823-7386 | |||||
13 | Vanguard Capital Opportunity | 31.50% | 0.00% | 5 | 800-662-7447 | NA | 25000/100 | 0.62 | ||
14 | Artisan Mid Cap | 27.80% | 0.00% | 5 | 800-344-1770 | NA | 1000/50 | 1.40 | ||
15 | Artisan Mid Cap | 27.80% | 0.00% | 5 | 800-344-1770 | |||||
16 | Bender Growth A | 25.30% | 5.80% | 5 | 800-723-8637 | |||||
17 | Bender Growth Y | 24.60% | 0.00% | 5 | 800-723-8637 | |||||
18 | Bender Growth Y | 24.60% | 0.00% | 5 | 800-723-8637 | NA | 2500/1000 | 1.92 | ||
19 | Hartford Midcap Y | 24.50% | 0.00% | 5 | 888-843-7824 | NA | 100000 | Closed | ||
20 | Hartford Midcap Y | 24.50% | 0.00% | 5 | 888-843-7824 | |||||
21 | Hartford Midcap A | 24.00% | 5.50% | 5 | 888-843-7824 | |||||
22 | Hartford Midcap A | 24.00% | 5.50% | 5 | 888-843-7824 | |||||
23 | Bender Growth C | 23.60% | 0.00% | 5 | 800-723-8637 | |||||
24 | Bender Growth C | 23.60% | 0.00% | 5 | 800-723-8637 | |||||
25 | Strong Enterprise Inv | 23.10% | 0.00% | 5 | 800-368-3863 | |||||
26 | Hartford Midcap B | 23.10% | 0.00% | 5 | 888-843-7824 | |||||
27 | Hartford Midcap B | 23.10% | 0.00% | 5 | 888-843-7824 | |||||
28 | Hartford Midcap C | 23.10% | 1.00% | 5 | 888-843-7824 | |||||
29 | Hartford Midcap C | 23.10% | 1.00% | 5 | 888-843-7824 | |||||
30 | Navellier Mid Cap Growth | 22.70% | 0.00% | 5 | 800-887-8671 | Y | 2000/100 | 1.34 | Looks good! | |
31 | Navellier Mid Cap Growth | 22.70% | 0.00% | 5 | 800-887-8671 | |||||
32 | BNY Hamilton Small Cap Growth Inst | 21.80% | 0.00% | 5 | 800-426-9363 | |||||
33 | BNY Hamilton Small Cap Growth Inst | 21.80% | 0.00% | 5 | 800-426-9363 | |||||
34 | Heritage Mid Cap Stock A | 21.70% | 4.80% | 5 | 800-421-4184 | |||||
35 | Heritage Mid Cap Stock A | 21.70% | 4.80% | 5 | 800-421-4184 | |||||
36 | Hartford Capital Appreciation Y | 20.80% | 0.00% | 5 | 888-843-7824 | |||||
37 | Heritage Mid Cap Stock C | 20.80% | 0.00% | 5 | 800-421-4184 | |||||
38 | Heritage Mid Cap Stock C | 20.80% | 0.00% | 5 | 800-421-4184 | |||||
39 | Hartford Capital Appreciation Y | 20.80% | 0.00% | 5 | 888-843-7824 | NA | 1M | 0.87 | ||
40 | Heritage Mid Cap Stock B | 20.80% | 0.00% | 5 | 800-421-4184 | |||||
41 | Heritage Mid Cap Stock B | 20.80% | 0.00% | 5 | 800-421-4184 | |||||
42 | RS Emerging Growth | 20.60% | 0.00% | 3 | 800-766-3863 | |||||
43 | Hartford Capital Appreciation A | 20.20% | 5.50% | 5 | 888-843-7824 | |||||
44 | Hartford Capital Appreciation A | 20.20% | 5.50% | 5 | 888-843-7824 | |||||
45 | Nevis Fund | 20.10% | 0.00% | 4 | 888-263-5597 | 10000/500 | 1.50 | |||
46 | Nevis Fund | 20.10% | 0.00% | 4 | 888-263-5597 | |||||
47 | Fountainhead Special Value | 20.10% | 0.00% | 5 | 800-868-9535 | |||||
48 | Sit Small Cap Growth | 20.00% | 0.00% | 4 | 800-332-5580 | Y | 2000/100 | 1.50 | Iffy | |
49 | Osterweis | 19.80% | 0.00% | 5 | 415-434-4441 | |||||
50 | Osterweis | 19.80% | 0.00% | 5 | 415-434-4441 |
51 | Munder MidCap Select Y | 19.80% | 0.00% | 5 | 800-468-6337 | |||||
---|---|---|---|---|---|---|---|---|---|---|
52 | Hartford Capital Appreciation B | 19.40% | 0.00% | 5 | 888-843-7824 | |||||
53 | Hartford Capital Appreciation C | 19.40% | 1.00% | 5 | 888-843-7824 | |||||
54 | Alger MidCap Growth Retirement | 19.00% | 0.00% | 5 | 800-992-3362 |
A | B | C | D | E | F | G | H | I | ||
---|---|---|---|---|---|---|---|---|---|---|
1 | Top 25 Funds out of 247 | |||||||||
2 | ||||||||||
3 | Fund Name | 3 Year Return | Sales | Morningstar | Phone Number | E*Trade | Minumum | Expense | ||
4 | (annualized) | Charge | Rating | No Load | Purchase | Ratio % | Comment | |||
5 | Vanguard Capital Opportunity | 31.50% | 0.00% | 5 | 800-662-7447 | |||||
6 | Parnassus | 22.40% | 3.50% | 5 | 800-999-3505 | |||||
7 | Parnassus | 22.40% | 3.50% | 5 | 800-999-3505 | |||||
8 | INVESCO Leisure Inv | 20.30% | 0.00% | 5 | 800-525-8085 | Y | 1000 | 1.36 | ||
9 | INVESCO Leisure Inv | 20.30% | 0.00% | 5 | 800-525-8085 | |||||
10 | Security Mid Cap Value A | 20.20% | 5.80% | 5 | 800-888-2461 | |||||
11 | Fountainhead Special Value | 20.10% | 0.00% | 5 | 800-868-9535 | Y | 5000 | 1.42 | ||
12 | PBHG Mid Cap Value | 19.90% | 0.00% | 5 | 800-433-0051 | |||||
13 | PBHG Mid Cap Value | 19.90% | 0.00% | 5 | 800-433-0051 | N | 2500 | 1.35 | ||
14 | Security Mid Cap Value B | 18.90% | 0.00% | 5 | 800-888-2461 | N | 100 | 2.37 | ||
15 | ABN AMRO/Talon Mid Cap N | 16.90% | 0.00% | 4 | 800-443-4725 | Y | 2500 | 1.30 | ||
16 | ABN AMRO/Talon Mid Cap N | 16.90% | 0.00% | 4 | 800-443-4725 | |||||
17 | Westport R | 16.80% | 0.00% | 5 | 888-593-7878 | N | 5000 | 1.50 | ||
18 | Merrill Lynch Focus Value A | 16.00% | 5.30% | 4 | 800-995-6526 | |||||
19 | Merrill Lynch Focus Value A | 16.00% | 5.30% | 4 | 800-995-6526 | |||||
20 | Merrill Lynch Focus Value D | 15.70% | 5.30% | 4 | 800-995-6526 | |||||
21 | Merrill Lynch Focus Value D | 15.70% | 5.30% | 4 | 800-995-6526 | |||||
22 | Exeter Maximum Horizon A | 15.60% | 0.00% | 5 | 800-466-3863 | N | 2000 | 1.20 | ||
23 | Exeter Maximum Horizon A | 15.60% | 0.00% | 5 | 800-466-3863 | |||||
24 | Mosaic Mid-Cap Growth | 15.40% | 0.00% | 4 | 800-368-3195 | Y | 2000 | 1.25 | ||
25 | Mosaic Mid-Cap Growth | 15.40% | 0.00% | 4 | 800-368-3195 | |||||
26 | Merrill Lynch Focus Value B | 14.90% | 0.00% | 4 | 800-995-6526 | NA | 1000 | 2.23 | ||
27 | Merrill Lynch Focus Value B | 14.90% | 0.00% | 4 | 800-995-6526 | |||||
28 | Merrill Lynch Focus Value C | 14.80% | 0.00% | 4 | 800-995-6526 | |||||
29 | Merrill Lynch Focus Value C | 14.80% | 0.00% | 4 | 800-995-6526 | |||||
30 | Smith Barney Mid Cap Core A | 14.40% | 5.00% | 4 | 800-451-2010 | |||||
31 | Smith Barney Mid Cap Core A | 14.40% | 5.00% | 4 | 800-451-2010 | |||||
32 | Smith Barney Mid Cap Core B | 13.60% | 0.00% | 5 | 800-451-2010 | NA | 1000 | 1.90 | ||
33 | Smith Barney Mid Cap Core L | 13.60% | 1.00% | 5 | 800-451-2010 | |||||
34 | Smith Barney Mid Cap Core B | 13.60% | 0.00% | 5 | 800-451-2010 | |||||
35 | Smith Barney Mid Cap Core L | 13.60% | 1.00% | 5 | 800-451-2010 | |||||
36 | Mairs & Power Growth | 13.30% | 0.00% | 5 | 800-304-7404 | |||||
37 | Mairs & Power Growth | 13.30% | 0.00% | 5 | 800-304-7404 | |||||
38 | California Investment S&P MidCap Idx | 13.10% | 0.00% | 5 | 800-225-8778 | NA | 5000 | 0.40 | ||
39 | California Investment S&P MidCap Idx | 13.10% | 0.00% | 5 | 800-225-8778 | |||||
40 | Vanguard Mid Capitalization Index Ins | 12.90% | 0.00% | 5 | 800-662-7447 | |||||
41 | Vanguard Mid Capitalization Index Ins | 12.90% | 0.00% | 5 | 800-662-7447 | |||||
42 | Vanguard Mid Capitalization Index | 12.80% | 0.00% | 5 | 800-662-7447 | |||||
43 | Vanguard Mid Capitalization Index | 12.80% | 0.00% | 5 | 800-662-7447 | |||||
44 | DEM Equity Institutional | 12.20% | 0.00% | 4 | 800-752-1013 | |||||
45 | Dreyfus MidCap Index | 11.60% | 0.00% | 4 | 800-373-9387 | |||||
46 | GAMerica Capital A | 11.60% | 5.00% | 5 | 800-426-4685 | |||||
47 | GAMerica Capital A | 11.60% | 5.00% | 5 | 800-426-4685 | |||||
48 | Dreyfus MidCap Index | 11.60% | 0.00% | 4 | 800-373-9387 | |||||
49 | Federated Mid-Cap Index | 11.40% | 0.00% | 5 | 800-341-7400 | |||||
50 | Ariel Appreciation | 10.90% | 0.00% | 4 | 800-292-7435 | Y | 1000 | 1.31 | At top |
51 | GAMerica Capital B | 10.70% | 0.00% | 4 | 800-426-4685 | |||||
---|---|---|---|---|---|---|---|---|---|---|
52 | Legg Mason Special Investment Instl | 10.70% | 0.00% | 4 | 800-577-8589 | |||||
53 | GAMerica Capital C | 10.70% | 0.00% | 4 | 800-426-4685 | |||||
54 | Capital Management Mid-Cap Instl | 10.30% | 0.00% | 4 | 800-525-3863 | NA | 2500 | 1.50 |
A | B | C | D | E | ||
---|---|---|---|---|---|---|
1 | Top 10 Funds (Over Past 3 Years in This Fund's Category) | |||||
2 | Name | Ticker | Return | Morningstar | ||
3 | 1 | Mercantile Growth & Income Equity Ins | AGIIX | 64.70% | 3 | |
4 | 2 | WesMark Growth | WMKGX | 17.98% | 5 | |
5 | 3 | Thompson Plumb Growth | THPGX | 17.29% | 5 | |
6 | 4 | PIMCO Growth & Income Instl | PMEIX | 16.52% | 5 | |
7 | 5 | Cambiar Opportunity Inst | CAMOX | 16.05% | 5 | |
8 | 6 | Chesapeake Core Growth | CHCGX | 14.64% | 4 | |
9 | 7 | Calvert Social Investment Equity A | CSIEX | 14.11% | 3 | |
10 | 8 | Calvert Social Investment Equity C | CSECX | 13.13% | 4 | |
11 | 9 | Calvert Social Investment Equity B | CSEBX | 12.97% | 4 | |
12 | 10 | Federated Capital Appreciation A | FEDEX | 12.55% | 4 |
A | B | C | D | E | ||
---|---|---|---|---|---|---|
1 | Top 10 Funds (Over Past 3 Years in This Fund's Category) | |||||
2 | Name | Ticker | Return | Morningstar | ||
3 | 1 | Boston Partners Large Cap Value Inv | BPLIX | 15.97% | 4 | |
4 | 2 | AIM Basic Value A | GTVLX | 15.82% | 5 | |
5 | 3 | UAM Clipper Focus Inst | CLPRX | 15.38% | 5 | |
6 | 4 | AIM Basic Value B | GTVBX | 15.07% | 5 | |
7 | 5 | Citizens Value | MYPVX | 14.99% | 5 | |
8 | 6 | Parnassus Income Equity Income | PRBLX | 14.50% | 5 | |
9 | 7 | Dodge & Cox Stock | DODGX | 14.23% | 5 | |
10 | 8 | PBHG Large Cap Value PBHG | PLCVX | 14.19% | 5 | |
11 | 9 | Smith Barney Fundamental Value A | SHFVX | 13.90% | 4 | |
12 | 10 | Excelsior Value & Restructuring | UMBIX | 13.75% | 5 | |
13 | 105 | Scudder Dreman High Return Equity B | KDHBX | 7.05% | 4 |
A | B | C | D | E | ||
---|---|---|---|---|---|---|
1 | Top 10 Funds - Large Growth | |||||
2 | Name | Ticker | Return | Morningstar | ||
3 | 1 | Quaker Aggressive Growth A | QUAGX | 33.09% | 5 | |
4 | 2 | Smith Barney Aggressive Growth A | SHRAX | 27.36% | 5 | |
5 | 3 | Smith Barney Aggressive Growth L | SAGCX | 26.39% | 5 | |
6 | 4 | Smith Barney Aggressive Growth B | SAGBX | 26.33% | 5 | |
7 | 5 | Nicholas-Applegate Global Select I | NACHX | 19.24% | 5 | |
8 | 6 | Amana Mutual Funds Trust Growth | AMAGX | 17.46% | 4 | |
9 | 7 | Fidelity Export & Multinational | FEXPX | 16.07% | 5 | |
10 | 8 | TIP Target Select Equity | 15.87% | 4 | ||
11 | 9 | American Funds Growth Fund of Amer A | AGTHX | 14.81% | 4 | |
12 | 10 | Reserve Informed Investors Growth I | RIIGX | 13.49% | 4 | |
13 | 92 | CS Warburg Pincus Capital Apprec Comm | CUCAX | 5.86% | 4 |
A | B | C | D | ||
---|---|---|---|---|---|
1 | Fund Name | Symbol | WSJ Reference |
Smart- Money | |
2 | Hewitt Money Market Fund | HMIXX | HMIXX | ||
3 | PIMCO Total Return Fund | PTTRX | PIMCO Funds Instl:TotRt | View | |
4 | PIMCO Low Duration Fund | PTLDX | PIMCO Funds Instl:LwDur | View | |
5 | Federated U.S. Gov't Securities Fund | FIGTX | Federated Instl:Gov 2-5s | View | |
6 | MFS Total Return Fund | MSFRX | MFS Funds Class A:TotRA | View | |
7 | Brinson Global Fund | BPGLX | Brinson Fnds:Global | View | |
8 | INVESCO Total Return Fund | FSFLX | INVESCO:TotRtn | View | |
9 | Barclays Global Investors Asset Allocation | WFAAX | MasterWorks Funds:AstAll | View | |
10 | American Century-20th Century Ultra Fund (Investor) | TWCUX | AmerCentury 20th:Ultra | View | |
11 | Aim Value Fund (Class A) | AVLFX | AIM Fund A:Value | View | |
12 | Dreyfus Founders Growth Fund | FRGRX | Founders Funds:Grwth | View | |
13 | Scudder Dreman High Return Equity Fund (Class A) | KDHAX | Scudder Funds:DrmHi | View | |
14 | Morgan Stanley Institutional Value Fund | MPVLX | MAS Funds Insl Cl:Value | View | |
15 | MFS Emerging Growth Fund (Class A) | MFEGX | MFS Funds Class A:EmgGA | View | |
16 | Morgan Stanley Institutional Equity Growth Fund - Class A | MSEQX | Morg Stan Instl:EqGrA | View | |
17 | Neuberger & Berman Guardian Trust Fund | NBGTX | Neuberger & Berman Tr:GuardTr | View | |
18 | Neuberger & Berman Partners Trust | NBPTX | Neuberger & Berman Tr:PartnrTr | View | |
19 | PIMCO Capital Appreciation Fund (Institutional) | PAPIX | PIMCO Funds Instl:CapApp | View | |
20 | Putnam Voyager Fund (Class A) | PVOYX | Putnam Funds Class A:Voy | View | |
21 | Scudder Growth and Income Fund | SCDGX | Scudder Funds:GrwIn | View | |
22 | Sound Shore Fund | SSHFX | SoundSh | View | |
23 | SSGA S&P 500 Index Fund | SVSPX | SSgA Funds:SP500 | View | |
24 | Warburg Pincus Capital Appreciation Fund (Common Shares) | CUCAX | Warburg Pincus:CapAp | View | |
25 | American Century - 20th Century International Growth Fund | TWIEX | AmerCentury 20th:Intl Gr | View | |
26 | Dreyfus Founders Worldwide Growth Fund | FWWGX | Founders Funds:WldGr | View | |
27 | Harbor International Growth Fund | HAIGX | Harbor Funds:IntlGr | View | |
28 | Mercury HW International Value Fund | MIVIX | Mercury HW Fds:Intl Value | View | |
29 | Janus Worldwide Fund | JAWWX | Janus:WrldW | View | |
30 | Scudder Global Fund | SCOBX | Scudder Funds:Globl | View | |
31 | Templeton Developing Markets Trust Fund (I) | TEDMX | Templton Class I: DrMk | View | |
32 | Templeton Foreign Fund (I) | TEMFX | Templton Class I: FrgnI | View | |
33 | Warburg Pincus Emerging Markets Fund (Common Shares) | WPEMX | Warburg Pincus:EmgMkt | View | |
34 | AIM Constellation Fund (Class A) | CSTGX | AIM Fund A:Const | View | |
35 | Brandywine Fund | BRWIX | Brandyw | View | |
36 | Dreyfus New Leaders Fund | DNLDX | Dreyfus:NwLd | View | |
37 | Franklin Small-Mid Cap Growth | FRSGX | Franklin Class I:SmCpGr I | View | |
38 | Scudder Small Capitalization Equity Fund (Class A) | KSCAX | Scudder Funds:SmCpE | View | |
39 | Neuberger & Berman Genesis Trust Fund | NBGEX | Neuberger & Berman Tr:GenesTr | View | |
40 | PBHG Emerging Growth Fund | PBEGX | PBHG Funds:EmgGro | View | |
41 | PBHG Growth Fund | PBHGX | PBHG Funds:Growth | View | |
42 | SSGA Small Cap Fund | SVSCX | SSgA Funds:SmCap | View | |
43 | Warburg Pincus Emerging Growth Fund (Common Shares) | CUEGX | Warburg Pincus:Egth | View | |
44 | Cohen & Steers Realty Shares | CSRSX | Cohen & Steers:RltyShrs | View | |
45 | INVESCO Technology II Fund | FTCHX | INVESCO:Tech | View | |
46 | Scudder High Yield Fund (Class A) | KHYAX | Scudder Funds:HiYld | View | |
47 | Putnam Utilities Growth and Income Fund (Class A) | PUGIX | Putnam Funds Class A:Util | View | |
48 | Putnam Asia Pacific Growth Fund (Class A) | PAPAX | Putnam Funds Class A:Asia | View | |
49 | Putnam Europe Growth Fund (Class A) | PEUGX | Putnam Funds Class A:EuGr | View | |
50 | Scudder Latin America Fund | SLAFX | Scudder Funds:LatAmer | View | |
51 | PIMCO Total Return Fund | PTTRX | PIMCO Funds Instl:TotRt | View | |
52 | |||||
53 | See also document: Hewitt Funds Performance | (only works while logged in) |