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Best Mutual Funds - October 2006

    Best Stock Mutual Funds

 

 

 

 

Return (%)

 Sharp

Alpha

Fund Name

Ticker

Return

Risk

Qtr

1 Yr

3 Yr

5 Yr

 Ratio

(%)

Selected American Shares S

SLASX

1.3

1.8

3.53

11.37

14.71

9.72

1.45

3.72

Fidelity Disciplined Equity

FDEQX

2.1

1.8

3.45

9.05

13.81

8.45

1.12

1.39

Vanguard Growth & Income

VQNPX

2.3

2.6

5.07

9.76

12.34

7.24

1.00

(0.05)

Large Cap Core

 

 

 

4.36

9.12

11.58

6.57

0.95

 

Atlas Growth Opportunities

ASGIX

1.5

1.5

4.70

5.63

10.41

6.76

0.68

(2.51)

Marsico Growth

MGRIX

2.3

2.0

0.00

2.87

9.72

7.95

0.62

(2.47)

*Fidelity Contrafund

FCNTX

1.3

1.0

0.79

8.74

15.98

11.57

1.26

3.78

Large Cap Growth

 

 

 

2.54

4.57

8.57

4.47

0.80

 

TCW Dividend Focused N

TGIGX

2.0

1.5

6.23

11.42

15.65

10.65

1.23

2.40

Vanguard Windsor II

VWNFX

2.1

2.3

6.38

11.02

16.94

9.88

1.72

5.63

Large Cap Value

 

 

 

5.16

11.93

14.35

8.62

1.10

 

Kinetics Paradigm

WWNPX

1.2

1.5

1.89

11.97

22.95

18.70

1.78

10.12

RS Value

RSVAX

2.3

2.0

2.93

7.99

21.93

23.35

1.56

8.46

Fidelity Value Discovery

FVDFX

1.5

2.2

2.65

13.42

19.21

--

1.31

4.21

Vanguard Strategic Equity

VSEQX

2.6

2.8

(0.69)

6.49

16.31

14.89

1.03

1.95

*Fidelity Low-Priced Stock

FLPSX

1.4

1.7

2.09

9.24

17.51

17.00

1.20

3.50

Mid Cap Core

 

 

 

1.16

8.10

14.79

12.40

1.23

 

Buffalo Mid Cap

BUFMX

2.3

2.6

2.47

6.24

14.77

--

0.72

(1.36)

Wells Fargo Advantage Discover

STDIX

2.3

2.8

(0.79)

4.70

13.11

13.10

0.60

(3.58)

Mid Cap Growth

 

 

 

1.16

8.10

14.79

12.40

1.03

 

Artisan Mid Cap Value

ARTQX

1.7

2.3

2.85

5.87

20.78

18.87

1.51

7.29

Wells Fargo Advantage Mid Cap

SMCDX

1.9

2.6

3.69

11.65

17.82

17.45

1.76

7.19

Fidelity Value

FDVLX

1.6

2.6

3.70

11.96

19.35

15.66

1.37

4.42

Mid Cap Value

 

 

 

2.30

9.06

16.40

13.16

1.34

 

ABN AMRO/TAMRO Small Cap N

ATASX

2.0

2.5

1.48

14.37

15.56

16.65

0.76

(1.60)

Pennsylvania Mutual Inv

PENNX

2.1

2.0

(0.44)

9.57

17.62

16.56

1.10

3.76

*RS Partners

RSPFX

2.1

1.5

(1.82)

2.09

21.14

23.57

1.44

8.37

Small Cap Core

 

 

 

(0.75)

7.65

15.67

13.70

1.21

 

Excelsior Small Cap

UMLCX

1.4

2.8

0.55

10.78

17.87

15.45

0.87

0.54

Royce Value Plus Service

RYVPX

1.1

2.9

(0.54)

14.87

23.13

25.89

1.37

8.68

UMB Scout Small Cap

UMBHX

1.1

1.0

(1.03)

10.29

18.24

13.90

1.04

3.04

Fidelity Small Cap Independence

FDSCX

2.0

1.2

(2.33)

3.58

14.58

10.31

0.82

0.05

Vanguard Explorer

VEXPX

2.2

2.9

(1.63)

5.57

12.89

11.62

0.66

(2.97)

Small Cap Growth

 

 

 

(2.43)

4.21

10.96

9.10

0.94

 

Kinetics Small Cap Opportuniti

KSCOX

1.4

2.3

3.02

12.27

20.03

14.86

1.50

8.04

Northern Small Cap Value

NOSGX

1.5

3.0

1.65

13.25

19.37

18.29

1.18

4.27

Small Cap Value

 

 

 

0.27

8.15

16.70

15.66

1.32

 

Marsico International Opportunity

MIOFX

1.1

2.8

4.36

22.46

21.89

18.64

1.49

(2.88)

Fidelity International Discovery

FIGRX

1.7

2.8

3.42

17.86

22.61

17.79

1.66

(1.69)

Vanguard International Value

VTRIX

1.1

3.1

4.16

21.94

24.35

17.54

1.78

0.04

*Julius Baer International Equity

BJBIX

1.3

2.5

4.04

19.60

25.19

18.70

1.70

(0.89)

*William Blair International Growth

WBIGX

1.3

2.3

4.27

18.08

22.15

16.62

1.59

(2.08)

*Fidelity Diversified International

FDIVX

1.9

1.8

3.07

17.37

21.71

17.17

1.72

(0.77)

International Stock

 

 

 

3.76

18.10

20.69

12.66

1.39

 

Cohen & Steers Realty Shares

CSRSX

1.6

2.5

9.07

28.72

29.80

23.84

1.60

18.00

Neuberger Berman Real Estate

NBRFX

2.2

3.2

8.15

28.81

28.05

--

1.53

16.44

Fidelity Real Estate Investment

FRESX

2.9

2.2

8.35

25.79

26.89

22.33

1.47

15.23

Vanguard REIT Index

VGSIX

2.8

2.7

9.39

25.94

25.57

21.71

1.38

14.64

Real Estate

 

 

 

8.38

25.35

25.39

21.95

1.57

 

 

Best Bond Mutual Funds

 

 

 

 

Return (%)

 Sharp

Yield

Fund Name

Ticker

Return

Risk

Qtr

1 Yr

3 Yr

5 Yr

 Ratio

(%)

Managers Intermediate Duration

MGIDX

1.2

2.8

3.02

2.51

3.59

4.45

0.27

4.20

Metropolitan West Low Duration

MWLDX

1.6

2.5

2.07

4.69

3.80

3.17

0.77

4.08

William Blair Income N

WBRRX

2.0

3.0

2.12

2.30

3.02

3.73

0.04

5.54

Fidelity Short-Term Bond

FSHBX

1.5

2.9

1.82

3.36

2.83

3.68

(0.02)

4.04

Vanguard Short-Term Investment

VFSTX

1.5

2.2

1.92

3.61

3.05

3.53

0.02

3.71

Short-Term Bond

 

 

 

2.21

3.12

1.78

2.73

0.13

3.19

TCW Total Return Bond N

TGMNX

1.5

1.5

2.99

2.85

4.37

5.34

0.32

4.52

Westcore Plus Bond

WTIBX

1.0

1.8

3.06

2.70

5.84

5.96

0.86

5.47

Fidelity Strategic Income

FSICX

1.6

2.3

2.59

4.85

8.35

8.94

1.32

4.88

Vanguard GNMA

VFIIX

1.0

2.5

2.94

2.79

4.11

4.56

0.44

4.55

Intermediate / Broad Bonds

 

 

 

3.50

3.18

3.07

4.36

0.53

3.86

DWS High Income Plus Inv

MGHVX

1.5

2.2

1.78

6.05

10.13

9.01

1.70

7.29

Westcore Flexible Income

WTLTX

1.9

2.5

3.35

5.56

9.47

7.86

1.18

6.90

Fidelity Capital & Income

FAGIX

1.0

3.2

2.01

6.77

10.99

11.01

1.61

6.30

Vanguard High-Yield Corporate

VWEHX

3.4

1.7

1.85

4.11

7.20

6.25

1.13

6.55

High Yield Bonds

 

 

 

2.33

17.96

23.76

20.62

1.86

6.91

* 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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