Favorite Mutual Funds July 2004

Here are our Favorite Mutual Funds for July 2004.

Best Stock Mutual Funds – July 2004


Fund Name Ticker 1 Yr 3 Yr 5 Yr
Selected American SLASX 43.35 3.50 4.78
Fidelity Contrafund FCNTX 35.67 6.49 2.92
ABN AMRO Growth N CHTIX 17.87 (1.42) (0.69)
Jensen J JENSX 16.48 4.44 6.71
Northern Large Cap Value NOLVX 25.77 5.43
Oakmark I OAKMX 15.85 3.90 3.48
Vanguard U.S. Value VUVLX 22.07 4.20
ABN AMRO Mid Cap N CHTTX 32.93 12.33 14.82
Vanguard Strategic Equity VSEQX 30.25 9.64 10.47
Yacktman YACKX 30.47 10.03 7.34
Fidelity Value FDVLX 32.47 13.95 13.51
Royce Premier RYPRX 37.90 13.51 14.10
RS Partners RSPFX 40.43 20.56 21.78
Fidelity Small Cap Stock FSLCX 38.19 10.53 13.77
Neuberger Berman Fasciano Inv NBFSX 25.05 7.92 6.80
Vanguard Explorer VEXPX 29.39 3.83 9.39
Third Avenue Small-Cap Value TASCX 35.90 10.48 13.87
Julius Baer International Equity BJBIX 30.29 9.42 9.80
Fidelity Diversified International FDIVX 32.22 9.14 8.03
Vanguard International Value VTRIX 35.32 6.84 2.15
Third Avenue Real Estate Value TAREX 28.14 16.75 17.51
Fidelity Real Estate Investment FRESX 27.23 14.85 14.97
Vanguard REIT Index VGSIX 25.73 14.71 13.94


Best Bond Mutual Funds – July 2004


Fund Name Ticker 1 Yr 3 Yr 5 Yr
PIMCO Low Duration D PLDDX 0.41 4.51 5.38
Fidelity Short-Term Bond FSHBX 0.90 4.60 5.51
Vanguard Short-Term Corp VFSTX 1.12 4.40 5.58
Fidelity Spartan Short-Int Muni FSTFX 0.55 3.75 4.38
Vanguard Ltd-Term Tax-Exempt VMLTX 0.36 3.50 4.34
PIMCO Total Return Mortgage D PTMDX 2.05 6.12 7.17
TCW Galileo Total Return Bond TGMNX 1.28 6.60 7.13
Fidelity Mortgage Secs FMSFX 2.02 5.74 6.59
Vanguard GNMA VFIIX 0.82 5.48 6.53
Northern Hi Yield Fixed Income NHFIX 7.66 8.57 4.94
Westcore Flexible Income WTLTX 11.17 8.95 8.04
Fidelity Capital & Income FAGIX 9.68 10.27 3.78
Vanguard High-Yield Corporate VWEHX 7.17 6.75 4.52


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