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Equity funds -- 5-year return
Fidelity Real Estate | 20.18 |
T. Rowe Price Small-cap Value | 18.26 | Fidelity Low Priced Stock | 18.18 |
Ariel Fund | 17.78 | Franklin Balance Sheet | 16.52 |
Neuberger Genesis | 16.04 | Lord Abbett Midcap Value | 15.85 |
T. Rowe Price Midcap Value | 15.54 | Janus Small-cap Value - Inst. | 14.24 |
T. Rowe Price Cap. App. | 14.14 | Fidelity Value | 13.98 |
Ariel Appreciation | 13.14 | Oakmark Select | 12.54 |
American Funds Capital Inc. | 10.85 | Merrill Lynch Value Opp. | 10.58 |
Van Kampen Comstock | 9.54 | Baron Growth | 9.49 |
American Funds Income | 9.21 | T. Rowe Price Small-cap Stock | 8.19 |
T. Rowe Price Equity Income | 8.17 | Vanguard Windsor Admiral | 7.87 |
Vanguard Windsor | 7.80 | Vanguard Windsor II Admiral | 7.79 |
T. Rowe Price Value | 7.73 | Vanguard Windsor II Investor | 7.71 |
Fidelity Small Cap Stock | 7.54 | American Funds Mutual | 7.13 |
Van Kampen Equity & Income | 6.59 | AIM Midcap Core Equity | 6.28 |
Fidelity Advisor Equity Income | 5.65 | Diversified Value & Income | 5.41 |
Van Kampen Growth & Income | 5.39 | American Funds Washington | 5.32 |
AIM Basic Value | 5.24 | Merrill Lynch Basic Value | 4.49 |
Fidelity Equity Income | 4.42 | Federated Kaufmann | 4.41 |
T. Rowe Price Midcap Growth | 4.04 | Fidelity Equity Income II | 3.89 |
Fidelity Advisor Midcap | 3.75 | AllianceBernstein Growth & Inc. | 3.11 |
Putnam Growth & Income | 3.01 | Vanguard Explorer | 2.57 |
American Funds Investment Co. | 2.36 | American Funds Fundamental | 1.70 |
Artisan Midcap | 1.66 | American Funds AMCAP | 1.38 |
Fidelity Dividend Growth | 1.09 | T. Rowe Price New Horizons | 1.07 |
Fidelity Advisor Div. Growth | 0.73 |