Table: Top Equity Funds By Category

Here we show the equity funds that received A ratings for the best risk-adjusted returns against all similar funds during the past five years. To compare funds on a number of measures see the Mutual Funds Interactive Scoreboard.

Fund Name Category Avg. Annual Tot. Return*
CGM Focus All Cap 17.2
Fairholme All Cap 15.1
Hodges All Cap 18.0
Kinetics Paradigm All Cap 20.4
Texas Capital Value & Growth All Cap 15.5
Third Avenue Value All Cap 14.5
Yacktman All Cap 13.3
Yacktman Focused All Cap 13.7
T Rowe Price Media & Telecommunications Communications 16.5
ING Russia A Diversified Emerging Markets 46.1
T Rowe Price Emerging Europe & Mediterranean Diversified Emerging Markets 37.4
Third Millennium Russia A Diversified Emerging Markets 40.4
Alpine Dynamic Balance Domestic Hybrid 9.6
Amer Beacon Balanced PlanAhead Domestic Hybrid 9.2
Bruce Domestic Hybrid 29.4
CGM Mutual Domestic Hybrid 9.3
Delaware Dividend Income A Domestic Hybrid 11.1
Dodge & Cox Balanced** Domestic Hybrid 10.7
Fidelity Balanced Domestic Hybrid 10.0
FMI Provident Trust Strategy Domestic Hybrid 9.1
Franklin Custodian Fd Income A Domestic Hybrid 12.0
Goldman Sachs Grth & Inc Stgy A Domestic Hybrid 10.2
Goldman Sachs Grth Strategy A Domestic Hybrid 11.5
Greenspring Domestic Hybrid 9.9
Income Fund of America A Domestic Hybrid 11.0
Ivy Asset Strategy A Domestic Hybrid 13.7
James Balanced Golden Rainbow Domestic Hybrid 9.2
Leuthold Core Investment Domestic Hybrid 13.0
Manning & Napier Pro Blend Extd Term A Domestic Hybrid 9.0
Oakmark Equity & Income I Domestic Hybrid 9.9
Permanent Domestic Hybrid 13.6
SSgA Life Solutions Growth Domestic Hybrid 9.0
T Rowe Price Capital Appreciation Domestic Hybrid 12.2
T Rowe Price Personal Strategy Balanced Domestic Hybrid 9.0
T Rowe Price Personal Strategy Growth Domestic Hybrid 9.9
Value Line Income & Growth Domestic Hybrid 8.9
Vanguard Wellington Inv Domestic Hybrid 8.9
iShares MSCI Austria Index Europe 39.3
US Global Accolade Eastern European Europe 44.0
FBR Small Cap Financial Financial 16.4
Forward Emerald Select Banking & Finance A Financial 17.7
AIM International Small Company A** Foreign 33.4
Amer Century International Disc Inv** Foreign 21.5
Amer Century International Opport Inv** Foreign 28.7
Artisan International Small Cap Inv** Foreign 27.5
BlackRock Intl Opportunities Inv A** Foreign 25.2
Boston Company International Small Cap** Foreign 28.7
Dreyfus Founders Passport F** Foreign 22.1
Driehaus International Discovery Foreign 21.6
Fidelity Canada Foreign 21.5
iShares MSCI Australia Index Foreign 24.5
Laudus Rosenberg Intl Sm Cap Inv** Foreign 27.2
Oakmark International Small Cap I** Foreign 25.0
Oppenheimer Intl Small Company A Foreign 32.1
Quant Foreign Value Ord Foreign 23.6
T Rowe Price Intl Discovery Foreign 22.8
Third Avenue International Value** Foreign 21.5
Tocqueville International Value Foreign 21.9
Vanguard International Explorer Foreign 22.9
BlackRock Health Sciences Opportunities Inv A Health 13.2
Fidelity Select Medical Delivery Health 16.1
Schwab Health Care Health 10.7
First Eagle Global A** International Hybrid 20.0
Fidelity Japan Small Co** Japan 17.1
BlackRock Large Cap Core Inv C Large-cap Blend 8.8
Brandywine Blue Large-cap Blend 9.9
Fidelity Capital Appreciation Large-cap Blend 9.9
Fidelity Export & Multinational Large-cap Blend 8.9
Fidelity Fifty Large-cap Blend 9.9
Fort Pitt Capital Total Return Large-cap Blend 13.2
Gartmore Nationwide Leaders A Large-cap Blend 11.9
Goldman Sachs Grth & Inc A Large-cap Blend 10.5
Hartford Capital Appreciation A Large-cap Blend 11.2
Hillman Advantage Equity Large-cap Blend 10.1
Lifetime Achievement Large-cap Blend 12.8
Managers AMG First Quadrant Tax Mngd US Eq I Large-cap Blend 8.9
Manning & Napier Pro Blend Max Term A Large-cap Blend 9.7
Manning & Napier Tax Managed Series A Large-cap Blend 9.4
Marathon Value Large-cap Blend 8.7
Masters Select Value Large-cap Blend 9.6
Morgan Stanley Equally Weighted S&P 500 A Large-cap Blend 10.6
Neuberger Berman Soc Responsive Inv Large-cap Blend 10.3
Penn Street Adv Sector Rotational Port A Large-cap Blend 12.2
Russell LifePoints Equity Growth Strategy C Large-cap Blend 9.4
Schwab MarketTrack All Equity Large-cap Blend 9.0
TCW Focused Equities N Large-cap Blend 8.9
Calvert Large Cap Growth A Large-cap Growth 8.1
Columbia Marsico 21st Century A Large-cap Growth 15.9
Columbia Marsico Focused Equities A Large-cap Growth 7.8
Fidelity Advisor Dynamic Cap Apprec T Large-cap Growth 8.6
First American Stgy Aggressive Gr All Y Large-cap Growth 8.1
Gartmore US Growth Leaders A Large-cap Growth 8.1
Growth Fund of America A Large-cap Growth 8.0
Ivy Capital Appreciation A Large-cap Growth 8.0
Janus Adviser Forty S Large-cap Growth 8.3
Janus Aspen Forty Svc Large-cap Growth 7.9
Janus Twenty** Large-cap Growth 7.7
Legg Mason Growth Trust Prim Large-cap Growth 10.5
Markman Core Growth Large-cap Growth 8.9
Marsico 21st Century Large-cap Growth 15.8
Marsico Focus Large-cap Growth 7.8
Marsico Growth Large-cap Growth 7.4
RS Growth A Large-cap Growth 7.6
Russell Tax Managed Glbl Equity S Large-cap Growth 8.7
Strategic Partners Capatial Growth M** Large-cap Growth 6.7
Transamerica Premier Equity Inv Large-cap Growth 7.2
Vanguard Morgan Growth Inv Large-cap Growth 6.5
Vanguard PRIMECAP Large-cap Growth 8.4
Wells Fargo Advtg Capital Growth Inv Large-cap Growth 6.6
Allianz NFJ Dividend Value A Large-cap Value 12.9
Amana Mutual Funds Trust Income Large-cap Value 12.2
Amer Beacon Large Cap Value PlanAhead Large-cap Value 12.0
BlackRock Large Cap Value Inv A Large-cap Value 13.2
Dodge & Cox Stock** Large-cap Value 12.8
Excelsior Value & Restructuring Large-cap Value 11.3
FMI Large Cap Large-cap Value 10.8
Hillman Focused Advantage Large-cap Value 13.9
Hotchkis & Wiley Large Cap Value A Large-cap Value 14.0
ING Corporate Leaders Trust Series B A Large-cap Value 11.5
iShares Russell 3000 Value Index Large-cap Value 10.9
John Hancock Classic Value A** Large-cap Value 13.1
Loomis Sayles Value Instl Large-cap Value 11.2
Mutual Beacon Z Large-cap Value 11.8
Mutual Shares Z Large-cap Value 10.9
Pioneer Cullen Value A Large-cap Value 13.9
RiverSource Diversified Equity Income A Large-cap Value 13.2
TCW Dividend Focused N Large-cap Value 11.2
Touchstone Value Opportunities Z Large-cap Value 12.1
Delaware American Services A Mid-cap Blend 15.2
IMS Capital Value Mid-cap Blend 14.2
n/i numeric Investors MidCap** Mid-cap Blend 13.8
Vanguard Strategic Equity Mid-cap Blend 13.4
Baron Asset Mid-cap Growth 10.8
Columbia Acorn Select A Mid-cap Growth 13.3
Dreyfus Founders Mid Cap Growth F** Mid-cap Growth 11.3
First American Mid Cap Growth Opport Y Mid-cap Growth 11.2
Huntington New Economy Tr Mid-cap Growth 11.7
Legg Mason Opportunity Tr Prim Mid-cap Growth 14.3
Munder Mid Cap Core Growth A Mid-cap Growth 12.2
Rydex Mid-Cap Advantage H Mid-cap Growth 11.0
USAA Extended Market Index Mid-cap Growth 11.9
Vantagepoint Mid/Small Co Index II Mid-cap Growth 11.7
Fidelity Select Defense & Aerospace Miscellaneous 17.0
Fidelity Select Industrial Materials Miscellaneous 18.6
ICON Materials Miscellaneous 16.1
Van Eck Global Hard Assets A Miscellaneous 27.8
BlackRock Global Resources Inv A** Natural Resources 32.5
US Global Inv Global Resources Natural Resources 41.0
Eaton Vance Greater India A** Pacific/Asia ex-Japan 37.7
GMO Emerging Markets Quality III** Pacific/Asia ex-Japan 31.5
US Global Inv World Prec Minerals Precious Metals 48.1
Alpine International Real Estate Equity Y Real Estate 29.5
CGM Realty Real Estate 34.2
Cohen & Steers Realty Focus Instl Real Estate 27.6
Morgan Stanley Instl Intl Real Estate A Real Estate 36.4
Amer Century Small Company Inv** Small-cap Blend 16.5
Bridgeway Ultra Small Company Market Small-cap Blend 21.1
Century Small Cap Select Instl** Small-cap Blend 13.7
Laudus Rosenberg US Discovery Inv** Small-cap Blend 14.4
Morgan Stanley Instl Small Cap Value Inst Small-cap Blend 14.1
Satuit Capital Management Micro Cap Small-cap Blend 16.7
Bogle Small Cap Growth Inv** Small-cap Growth 14.4
Bridgeway Micro-Cap Limited Small-cap Growth 12.8
Bridgeway Ultra Small Company** Small-cap Growth 24.8
Columbia Acorn Z Small-cap Growth 14.7
Dreyfus Premier Enterprise A** Small-cap Growth 16.2
FBR Small Cap Small-cap Growth 20.8
Hennessy Cornerstone Growth Small-cap Growth 14.9
n/i numeric investors Emerging Growth** Small-cap Growth 15.0
Oberweis Micro Cap** Small-cap Growth 15.1
Perritt Micro Cap Opportunities Small-cap Growth 20.2
Wasatch Micro Cap** Small-cap Growth 13.5
William Blair Small Cap Growth N** Small-cap Growth 14.5
Fifth Third Micro Cap Value Instl Small-cap Value 18.7
Gartmore Small Cap A Small-cap Value 19.1
Hotchkis & Wiley Small Cap Value I** Small-cap Value 18.6
James Advantage Small Cap Small-cap Value 18.0
MainStay Small Cap Opportunity I Small-cap Value 18.6
n/i numeric investors Small Cap Value** Small-cap Value 19.5
Pacific Advisors Small Cap A Small-cap Value 20.0
Royce Value Plus Svc Small-cap Value 21.6
RS Partners A Small-cap Value 22.4
Schneider Small Cap Value** Small-cap Value 24.3
Columbia Technology Z** Technology 12.1
Fidelity Select Software & Computer Technology 6.8
Jacob Internet Technology 24.4
Matthews Asian Technology Technology 15.2
Royce Technology Value Svc Technology 9.7
T Rowe Price Glbl Technology Technology 7.2
Wasatch Global Science & Technology Technology 6.7
Eaton Vance Utilities A Utilities 16.3
Delaware Global Value A World 18.5
DWS Global Opportunities S World 16.4
Oakmark Global I World 18.8
Pearl Aggressive Growth World 16.1
Polaris Global Value Investor World 21.0
Templeton Global Smaller Companies A World 18.8
Vanguard Global Equity World 17.7

*Appreciation plus reinvestment of dividends and capital gains before taxes. Jan. 1, 2002-Dec. 29, 2006

** Fund closed

Data: Standard & Poor's

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