Kiplinger 25 for 2009

Thanks to the worst bear market since the Depression, most of the Kiplinger 25 performed miserably over the past year. And those awful numbers have dragged down long-term earnings. Once the markets start to recover, these funds should deliver handsome returns.

In the tables below, see one-, three-, five- and 10-year returns for the funds as well as other key data.

Click on the fund name to see individual profiles of our favorites, or click the ticker symbol for a daily market snapshot of the fund.

Data through November 30, 2009US Stock Funds
FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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VOL RANK INV. MIN. / IRA MIN. MAX LOAD EXPENSE RATIO
Akre FocusAKREX—%—%—%—% $2,000 / $1,000none%—%
Baron Small CapBSCFX33.52-5.271.614.6162,000 / 2,000none1.34
CGM FocusCGMFX13.321.548.0118.79102,500 / 1,000none0.97
Dodge & Cox StockDODGX32.18-9.37-0.385.8972,500 / 1,000none0.52
Fairholme FundFAIRX41.481.497.71810,000 / 10,000none1.01
Fidelity ContrafundFCNTX27.56-1.864.683.7532,500 / 500none0.94
Fidelity Low-Priced StockFLPSX44.91-3.653.1711.0372,500 / 500none0.98
FPA CrescentFPACX29.422.666.3710.5511,500 / 100none1.23
Longleaf PartnersLLPFX57.52-10.4-1.124.87910,000 / 10,000none0.9
Pimco CommodityRealRet Strat DPCRDX40.08-3.891.32101,000 / —none1.24
Primecap Odyssey GrowthPOGRX40.55-3.014.4352,000 / 1,000none0.71
Selected American Shares SSLASX28.75-5.951.142.5361,000 / 1,000none0.92
T. Rowe Price Equity IncomePRFDX24.49-5.861.043.8552,500 / 1,000none0.69
T. Rowe Price Mid-Cap GrowthRPMGX46.34-0.864.486.2572,500 / 1,000none0.82
T. Rowe Price Small-Cap ValuePRSVX22.33-5.621.6210.3962,500 / 1,000none0.85
Vanguard Selected ValueVASVX42-4.833.18.7525,000 / 25,000none0.38
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
Data through November 30, 2009International Stock Funds
FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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VOL RANK INV. MIN. / IRA MIN. MAX LOAD EXPENSE RATIO
Artio International Equity II AJETAX29.11%-4.29%—%—%7$1,000 / $100none%1.21%
Dodge & Cox Intl StockDODFX53.31-3.716.0992,500 / 1,000none0.64
Marisco GlobalMGLBX37.9592,500 / 1,000none0.75
T. Rowe Price Emg Mkts StockPRMSX96.562.2814.5511.22102,500 / 1,000none1.24
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
Data through November 30, 2009Bond Funds
FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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VOL RANK INV. MIN. / IRA MIN. MAX LOAD EXPENSE RATIO
Dodge & Cox IncomeDODIX23.27%6.57%5.6%6.79%5$2,500 / $1,000none%0.43%
Fidelity Intermediate Municipal IncomeFLTMX10.024.364.195.18310,000 / —none0.38
Harbor Bond InstitutionalHABDX198.496.77.3751,000 / 1,000none0.55
Loomis Sayles BondLSBRX46.774.335.968.7192,500 / 2,500none0.94
Vanguard Infl-Protected SecsVIPSX19.266.275.2173,000 / 3,000none0.2
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..

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