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April 28, 2008 01:00 AM

Top-performing domestic equity mutual funds: five-year returns

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    Top-performing domestic equity mutual funds most used by DC plans five-year returns
    Returns as of March 31, 2008.
    RankFundReturn
    1Fidelity Leveraged Co.28.29%
    2Wells Fargo Small-cap Val.-Z20.79%
    3Lord Abbett Small-cap Val.-A20.41%
    4Hartford Capital App. HLS19.87%
    5Janus Twenty19.63%
    6Neuberger Genesis18.78%
    7Janus Adviser Forty-S17.97%
    8Fidelity Advisor Small Cap17.76%
    9Munder Midcap Core Gro.17.66%
    10Fidelity Low Priced17.44%
    11Am. Funds Fundamental17.36%
    12Fidelity Real Estate Inv.17.33%
    13Janus Midcap Value-Inv.17.30%
    14Hartford Midcap HLS17.24%
    15Baron Asset16.90%
    16T. Rowe Price Midcap Val.16.75%
    17Neuberger Partners16.72%
    18T. Rowe Price Small-cap Val.16.60%
    19Fidelity Independence16.39%
    20T. Rowe Price Midcap Gro.16.39%
    21Fidelity Spartan Ext. Mkt. Ind.16.06%
    22Goldman Sachs Midcap Val.16.03%
    23Vanguard PRIMECAP-Adm.15.95%
    24Fidelity Growth Co.15.93%
    25Vanguard PRIMECAP15.79%
    26Fidelity Value15.77%
    27Fidelity Contrafund15.72%
    28Fidelity Small Cap15.43%
    29Am. Funds New Economy15.29%
    30Pioneer Midcap Value15.28%
    31T. Rowe Price New Horizons14.86%
    32Baron Growth14.82%
    33Franklin Balance Sheet-A14.78%
    34Oppenheimer Main St. Sm.14.69%
    35Baron Small Cap14.61%
    36American Funds Growth14.60%
    37Artisan Midcap14.52%
    38Victory Diversified14.35%
    39Fidelity Advisor Midcap14.29%
    40Am. Funds Capital Income13.98%
    41MFS Value13.88%
    42Fidelity Export & Multinat'l13.87%
    43T. Rowe Price Value13.79%
    44Fidelity OTC Portfolio13.72%
    45Vanguard Explorer13.65%
    46Fidelity Midcap13.33%
    47Fidelity Capital Appreciation13.30%
    48AIM Small-cap Growth13.20%
    49Vanguard Windsor II-Admiral13.17%
    50BlackRock Basic Value13.15%
    51Vanguard Windsor II-Inv.13.04%
    52T. Rowe Price Capital App.12.88%
    53T. Rowe Price Income12.68%
    54Franklin Small-Mid Gro.-A12.50%
    55Vanguard Morgan Gro.-Inv.12.40%
    56Fidelity Income12.35%
    57Fidelity Spartan Tot. Mkt. Ind.12.33%
    58Vanguard Tot. Stk. Ind.-Inv.12.27%
    59Fidelity Advisor Income12.26%
    60Lord Abbett Midcap Val.-A12.25%
    61DWS Dreman High Return12.19%
    62Fidelity Fund12.17%
    63Fidelity Disciplined12.15%
    64T. Rowe Price Small Cap12.10%
    65American Funds Inv. Co.11.63%
    66T. Rowe Price Growth11.56%
    67American Funds Income11.49%
    68Fidelity Income II11.46%
    69Fidelity Advisor Growth11.41%
    70Vanguard Windsor11.35%
    71Vanguard Inst'l Index-Plus11.34%
    72Vanguard Inst'l Index11.31%
    73Fidelity Spartan U.S. Index11.23%
    74DWS Equity 500 Index11.22%
    75Fidelity Spartan 500 Index11.22%
    76Am. Funds Washington11.21%
    77Harbor Capital App.-Inst'l11.21%
    78Vanguard 500 Index Signal11.21%
    79Vanguard 500 Index-Inv.11.18%
    80BlackRock Fundamental Gro.11.16%
    81BlackRock S&P 500 Index11.01%
    82T. Rowe Price Eq. Ind. 50010.99%
    83Dreyfus S&P 500 Index10.80%
    84Janus Fund10.77%
    85American Funds Mutual10.64%
    86T. Rowe Price Blue Chip Gro.10.60%
    87T. Rowe Price Sci. & Tech.10.49%
    88Fidelity Aggressive Gro.10.45%
    89Fidelity Magellan10.42%
    90American Funds AMCAP10.05%
    91Ariel Fund9.94%
    92Dreyfus Appreciation9.75%
    93Oppenheimer Main Street9.65%
    94Oppenheimer Capital App.9.62%
    95Vantagepoint Growth9.21%
    96Fidelity Blue Chip Growth8.20%
    97Fidelity Dividend Growth8.20%
    98Legg Mason Value-I7.77%
    99Legg Mason Value-FI7.40%
    100Fidelity Growth & Income6.55%
    Source: Morningstar Inc.

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