Kiplinger.com

 | 

TOP RANKINGS, NEWS, ANALYSIS AND TOOLS

TODAY'S MARKETS
FUND RANKINGS   Find top 25 one-, three-, and five-year winners for the following styles/categories

 
Select Fund Type:
 
Investment Style/Category:
Annualized
return over:

 
U.S. stocks - Large-company growth - Best returns over 1 Year
How to navigate the tables    Data through August 31, 2008
RANK
FUND NAME
 
SYMBOL
 
1-YR
RETURN
 
3-YR
RETURN
 
5-YR
RETURN
 
VOL RANK
INV. MIN. / IRA MIN.
 
MAX LOAD
EXPENSE RATIO
1.J. Hancock Large Cap Equity ATAGRX14.60%18.43%15.83%9$1,000 / $5005.00%1.14%
2.Janus Twenty**JAVLX11.4114.1116.0882,500 / 1,000none0.86
3.Janus Adv Forty AJDCAX8.9212.9382,500 / 5005.750.92
4.CGM MutualLOMMX8.4711.2615.3192,500 / 1,000none1.05
5.Cookson Peirce Core EquityCPEQX6.3811.9292,500 / —1.00r1.68
6.Edgewood Growth RetailEGFFX4.8673,000 / 2,000none1.50
7.Fidelity IndependenceFDFFX4.0912.2212.1192,500 / 500none0.89
8.Jordan OpportunityJORDX2.8012.20710,000 / 2,0002.00r1.54
9.Aston/Montag & Caldwell Growth NMCGFX2.486.917.5242,500 / 500none1.07
10.Natixis CGM Advisor Targeted Equity ANEFGX2.359.3614.2382,500 / 1,0005.751.16
11.Reynolds Blue Chip GrowthRBCGX2.203.352.4131,000 / 1,000none2.02
12.NavigatorNAVFX1.615.1125,000 / 1,000none1.75
13.Quaker Strategic Growth AQUAGX1.388.9912.6092,000 / 1,0005.501.90
14.BlackRock Capital Appreciation Inv ASRLAX1.106.848.0641,000 / 1,0005.251.28
15.UBS US Large Cap Growth Fund ABNLGX0.918.2910.3261,000 / —5.50s1.05
16.BlackRock Focus Growth AMDFOX0.889.858.5981,000 / 1,0005.251.84
17.Activa Assets GrowthAGFDX0.846.717.784500 / 500none1.30
18.Waddell & Reed Adv Tax Mgd Eq AWTEAX0.618.469.805500 / —5.75s1.31
19.Columbia Select Large Cap Growth ZUMLGX0.449.219.8172,500 / 1,000none1.16
20.ActivePassive Large Cap Growth AAPLGX 1,000 / —5.75
21.Iman KIMANX-0.067.038.134250 / 100none1.36
22.TCW Large Cap Growth ITGLCX-0.2382,000 / 500none1.34
23.Vanguard Primecap**VPMCX-0.378.4511.24225,000 / 25,0001.00r0.43
24.HSBC Investor Growth AHOTAX-0.397.2851,000 / 2505.00s1.11
25.RidgeWorth Aggressive Growth Stock ASAGAX-0.459.08102,000 / 2,0005.751.46
  CATEGORY AVERAGE   -23.24% -0.89% 3.95%        
** Closed to new investors. # Closed to new investors; other share classes are available. r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply. — Fund has not existed for the specified time. Source: Morningstar, Inc..
SEARCH AGAIN
 
Select Fund Type:
 
Investment Style/Category:
Annualized
return over:

 
SPONSORED LINKS