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Investing Newsletter, Top Mutual Funds, Mutual Fund Ratings

Best Mutual Funds - October 2005

    Best Stock Mutual Funds

 

 

 

 

Return (%)

 Sharp

Alpha

Fund Name

Ticker

Return

Risk

Qtr

1 Yr

3 Yr

5 Yr

 Ratio

(%)

Selected American Shares

SLASX

1.4

1.8

4.17

14.50

18.29

2.92

1.02

2.91

Fidelity Disciplined Equity

FDEQX

1.7

2.1

5.63

19.48

17.07

0.07

1.00

2.59

Vanguard Growth & Income

VQNPX

2.8

2.9

3.03

12.20

16.40

(1.14)

0.82

0.35

Large Cap Core

 

 

 

4.00

13.11

15.71

(1.16)

 

 

Atlas Growth Opportunities

ASGIX

2.3

1.6

5.20

16.11

14.66

(2.47)

0.97

2.49

Fidelity Contrafund

FCNTX

1.0

1.3

8.41

22.11

18.60

4.01

1.43

7.80

Large Cap Growth

 

 

 

4.81

13.37

14.60

(7.28)

 

 

TCW Dividend Focused N

TGIGX

2.0

1.5

2.01

13.77

18.82

10.09

1.16

5.28

Vanguard Windsor II

VWNFX

1.5

2.3

4.03

17.76

20.25

7.06

1.08

3.97

Large Cap Value

 

 

 

3.56

13.70

17.74

4.43

 

 

Kinetics Paradigm

WWNPX

1.0

1.0

9.80

34.63

29.97

17.92

1.95

16.28

RS Value

RSVAX

1.5

1.5

5.50

30.09

34.77

16.55

2.34

22.09

Vanguard Strategic Equity

VSEQX

1.5

2.3

5.39

24.32

25.60

11.56

1.41

9.82

Mid Cap Core

 

 

 

4.98

19.29

21.60

6.72

 

 

Artisan Mid Cap Value

ARTQX

1.2

2.3

4.26

28.42

30.03

--

1.73

13.48

Fidelity Value

FDVLX

1.7

2.3

4.93

22.12

25.07

15.32

1.29

7.55

Mid Cap Value

 

 

 

4.11

18.50

22.19

10.85

 

 

Pennsylvania Mutual Inv

PENNX

2.2

2.3

5.77

19.40

24.77

15.23

1.41

10.53

UMB Scout Small Cap

UMBHX

2.9

2.3

4.23

16.83

23.22

13.81

1.48

10.76

*RS Partners

RSPFX

1.0

1.5

8.66

28.01

37.11

24.31

2.41

23.47

*Fidelity Low-Priced Stock

FLPSX

1.8

1.0

4.49

21.45

24.85

18.22

1.34

8.61

Small Cap Core

 

 

 

5.27

19.26

23.30

10.18

 

 

William Blair Small Cap Growth

WBSNX

1.4

3.4

7.38

19.56

32.61

12.57

1.47

14.20

Fidelity Small Cap Independence

FDSCX

2.4

1.3

7.02

24.40

17.88

6.19

1.15

8.21

Vanguard Explorer

VEXPX

2.1

2.4

5.43

21.07

22.69

4.31

1.07

6.43

*Wasatch Small Cap Growth

WAAEX

2.6

2.9

0.60

20.73

21.19

8.51

0.96

5.10

Small Cap Growth

 

 

 

5.64

18.69

21.26

(1.34)

 

 

Third Avenue Small-Cap Value

TASCX

1.9

1.8

5.46

19.89

26.60

14.66

1.36

9.24

Small Cap Value

 

 

 

4.50

18.68

24.22

14.53

 

 

UMB Scout WorldWide

UMBWX

1.0

1.3

12.66

31.77

24.88

5.68

1.42

3.51

Fidelity International Discovery

FIGRX

1.2

2.6

11.43

31.27

26.33

5.91

1.32

2.34

Vanguard International Value

VTRIX

1.3

3.1

11.93

26.75

26.46

7.69

1.22

1.23

*Julius Baer International Equiy

BJBIX

1.0

2.3

13.88

33.88

26.21

7.93

1.46

4.63

*William Blair International Growth

WBIGX

1.1

2.3

12.13

31.59

25.82

5.67

1.27

1.97

*Fidelity Diversified International

FDIVX

1.4

1.8

10.83

26.99

26.29

7.91

1.50

4.38

International Stock

 

 

 

11.08

25.21

22.07

1.16

 

 

Cohen & Steers Realty Shares

CSRSX

1.5

2.5

4.01

31.09

28.53

19.26

1.44

19.30

Neuberger Berman Real Estate

NBRFX

1.8

2.8

3.48

28.33

27.77

--

1.49

19.53

Fidelity Real Estate Investment

FRESX

2.6

2.0

4.24

29.29

26.49

19.33

1.40

17.53

Vanguard REIT Index

VGSIX

3.3

2.5

3.56

26.59

25.01

18.73

1.31

16.59

*Third Avenue Real Estate Value

TAREX

3.0

1.0

0.85

23.39

26.14

19.89

2.33

17.54

Real Estate

 

 

 

3.16

26.02

25.85

18.45

 

 

 

Best Bond Mutual Funds

 

 

 

 

Return (%)

 Sharp

Yield

Fund Name

Ticker

Return

Risk

Qtr

1 Yr

3 Yr

5 Yr

 Ratio

(%)

Managers Intermediate Duration

MGIDX

1.3

2.8

(0.28)

2.36

3.36

5.84

0.80

2.48

PIMCO Low Duration D

PLDDX

2.7

2.3

0.03

1.25

2.47

4.47

0.61

2.26

William Blair Income N

WBRRX

1.3

2.8

(0.17)

1.96

2.81

5.25

0.58

4.84

Fidelity Short-Term Bond

FSHBX

1.8

2.0

0.05

1.69

2.90

4.70

0.87

2.97

Vanguard Short-Term Investment

VFSTX

1.7

2.0

0.30

1.86

3.05

4.72

0.93

3.47

Short-Term Bond

 

 

 

0.05

1.35

2.15

4.16

 

 

Fidelity Spartan Short-Int Muni

FSTFX

2.5

2.3

(0.06)

0.99

2.04

3.97

0.32

2.51

Vanguard Ltd-Term Tax-Exempt

VMLTX

2.3

2.3

0.17

1.11

1.93

3.82

0.27

3.01

Short Term Muni Bonds

 

 

 

0.25

1.07

1.60

3.31

 

 

PIMCO Total Return Mortgage D

PTMDX

1.0

2.3

(0.12)

3.02

3.90

6.60

0.95

2.83

TCW Galileo Total Return Bond

TGMNX

2.0

1.3

(0.10)

3.23

3.72

7.06

0.90

4.03

Westcore Plus Bond

WTIBX

1.0

1.8

(0.09)

3.65

6.96

7.50

1.51

5.33

Fidelity Mortgage Secs

FMSFX

2.9

1.3

(0.50)

2.60

3.74

6.01

1.02

3.58

Fidelity Strategic Income

FSICX

2.1

2.3

0.80

7.63

12.06

9.32

2.15

4.95

Vanguard GNMA

VFIIX

1.0

2.3

0.05

3.53

3.45

6.00

0.74

4.58

Intermediate Bonds

 

 

 

(0.60)

2.42

4.03

5.98

 

 

Scudder High Income

MGHVX

1.8

2.5

1.69

8.18

15.34

7.31

2.26

7.55

Westcore Flexible Income

WTLTX

2.6

2.3

0.31

6.57

13.21

9.05

1.44

6.49

Fidelity Capital & Income

FAGIX

1.5

3.0

1.84

11.04

22.34

7.04

2.19

5.79

Vanguard High-Yield Corporate

VWEHX

4.0

1.5

0.72

4.68

10.95

5.65

1.78

7.12

High Yield Bonds

 

 

 

1.31

6.12

13.94

5.78

 

 

* Ratings: Return 1-High to 5-Low, Risk 1-Low to 5-High. 1 is Best in both cases.
 Ratings are relative to other funds in the same category.
 Closed Funds in Green, New Funds in Blue

 

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