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High-5, our most popular format, shows a representation of the return on $10,000 in a side-by-side fund comparison of  13-Week, 1-Year and 3-Year Performance.  This quick and easy format shows long, mid and short-term performance as well as Fund-to-Fund-to-Index Comparison.  An excellent tool for Aggressive, Moderate and Conservative Investors alike.

  

 

Here we see The Best 5 Performing Large-Cap Funds For The Last 13 Weeks and how they fared through the recent ups and downs. Funds that takes off like a rocket but fall like a rock, may be too risky for serious retirement money.

 

            Top 5 Performer                   Category Index                    Index Beating Performer                  Bottom 5 Performer

13-Week Large-Cap Fund Returns & Rankings:

 

13-Week Large-Cap Fund Name Ticker $10,000 For 13 Weeks
#1 Van Kampen Growth & Income ACGIX $8,278
#2 Morgan Stanley Large Rel Val MSIVX $8,275
#3 Lord Abbett Affiliated LAFFX $8,129
#4 USAA Income Stock USISX $7,912
#5 Fidelity Focused Stock FTQGX $7,900
#6 Morgan Stanley Value MPVLX $7,895
#7 Oakmark Fund I OAKMX $7,862
#8 LeggMason Partner Large Gro SBLGX $7,812
#9 Fidelity Four-in-One Index FFNOX $7,799
#10 Calvert Social Investment CEYIX $7,778
  S&P 500 - Category Index ^SPX $7,687
#11 Fidelity Mega Cap Stock FGRTX $7,672
#12 TCW Galileo Select Equities TGCEX $7,665
#13 Fidelity ContraFund FCNTX $7,606
#14 Domini Social Equity DSFRX $7,604
#15 Fidelity Equity-Income II FEQTX $7,579
#16 Fidelity Utilities FIUIX $7,545
#17 Wells Fargo Large Cap Growth  STRFX $7,539
#18 American Century Ultra TWUIX $7,532
#19 Old Mutual Focused Z OBFVX $7,531
#20 Neuberger-Berman Social Resp NBSRX $7,514
#21 Fidelity Blue Chip Growth FBGRX $7,513
#22 Neuberger-Berman Guardian NGUAX $7,486
#23 Neuberger-Berman Focus NBSSX $7,469
#24 Fidelity Fund FFIDX $7,462
#25 USAA Cornerstone Strategy USCRX $7,456
#26 Dreyfus Founders Equity Growth FRMUX $7,454
#27 Fidelity Capital Apprec FDCAX $7,449
#28 Fidelity Stock Selector FDSSX $7,419
#29 Fidelity Disciplined Equity FDEQX $7,414
#30 Fidelity Equity-Income FEQIX $7,413
#31 Wells Fargo Growth SGRNX $7,374
#32 Fidelity Export & Multinational FEXPX $7,338
#33 Janus Large Cap Growth JAGRX $7,306
#34 Janus Fund JANSX $7,281
#35 DWS Dreman High Return KDHIX $7,272
#36 Fidelity Growth Company FDGRX $7,252
#37 Alger Capital Appreciation ALARX $7,239
#38 Hartford Growth HGWYX $7,225
#39 Allianz Capital Apprec MMS PAPIX $7,174
#40 LeggMason Value Trust LMNVX $7,143
#41 USAA Growth USAAX $7,117
#42 Fidelity Large Cap Stock FLCSX $7,062
#43 Fidelity Dividend Growth FDGFX $7,038
#44 Fidelity OTC FOCPX $7,035
#45 Fidelity Trend FTRNX $6,998
#46 Touchstone Sands Capital PTSGX $6,991
#47 LeggMason Partner Aggres Gro SHRAX $6,973
#48 Fidelity Discovery Growth FDSVX $6,956
#49 Morgan Stanley Large Growth MSEQX $6,918
#50 Loomis Sayles Growth LGRRX $6,877
#51 Fidelity Growth & Income FGRIX $6,767
#52 Fidelity Fifty FFTYX $6,565
#53 Janus Twenty JAVLX $6,558
#54 Janus Forty JACAX $6,502
#55 Fidelity Magellan FMAGX $6,453
#56 Neuberger-Berman Partners NPRTX $6,075
#57 Fidelity Independence FDFFX $5,992

                                                                                                                                                          Check Out The Recent Trends!          

It is not possible to invest directly into a market index.  The dollar figures shown here are for comparison purposes only. 

Reported performances of the past are not a prediction or guarantee of future returns.

1-Year Large-Cap Fund Returns and Rankings: 1-Year As Of 11-01-2008  (updated monthly)

 

13-Week 1-Year Large-Cap Fund Name Ticker $10,000 For 1 Year
#5 #1 Fidelity Focused Stock FTQGX $7,042
#10 #2 Calvert Social Investment Equity CEYIX $6,946
#2 #3 Morgan Stanley Large Rel Value MSIVX $6,919
#1 #4 Van Kampen Growth & Income ACGIX $6,919
#9 #5 Fidelity Four-in-One Index FFNOX $6,670
#22 #6 Neuberger-Berman Guardian NGUAX $6,626
#7 #7 Oakmark Fund I OAKMX $6,618
#20 #8 Neuberger-Berman Social Respon NBSRX $6,593
#13 #9 Fidelity ContraFund FCNTX $6,489
#19 #10 Old Mutual Focused Z OBFVX $6,481
#17 #11 Wells Fargo Large Cap Growth  STRFX $6,466
#14 #12 Domini Social Equity DSFRX $6,443
#12 #13 TCW Galileo Select Equities TGCEX $6,438
#3 #14 Lord Abbett Affiliated LAFFX $6,435
    S&P 500 - Category Index ^SPX $6,417
#25 #15 USAA Cornerstone Strategy USCRX $6,381
#6 #16 Morgan Stanley Value MPVLX $6,357
#21 #17 Fidelity Blue Chip Growth FBGRX $6,357
#23 #18 Neuberger-Berman Focus NBSSX $6,325
#8 #19 Legg Mason Partners Large Gro SBLGX $6,321
#4 #20 USAA Income Stock USISX $6,297
#18 #21 American Century Ultra TWUIX $6,211
#53 #22 Janus Twenty JAVLX $6,209
#11 #23 Fidelity Mega Cap Stock FGRTX $6,196
#24 #24 Fidelity Fund FFIDX $6,188
#31 #25 Wells Fargo Growth SGRNX $6,180
#29 #26 Fidelity Disciplined Equity FDEQX $6,132
#28 #27 Fidelity Stock Selector FDSSX $6,122
#33 #28 Janus Large Cap Growth JAGRX $6,109
#15 #29 Fidelity Equity-Income II FEQTX $6,079
#16 #30 Fidelity Utilities FIUIX $6,079
#34 #31 Janus Fund JANSX $6,076
#26 #32 Dreyfus Founders Equity Growth FRMUX $6,049
#36 #33 Fidelity Growth Company FDGRX $6,038
#54 #34 Janus Forty JACAX $5,987
#38 #35 Hartford Growth HGWYX $5,950
#37 #36 Alger Capital Appreciation ALARX $5,945
#39 #37 Allianz Capital Appreci MMS PAPIX $5,944
#41 #38 USAA Growth USAAX $5,860
#30 #39 Fidelity Equity-Income FEQIX $5,838
#32 #40 Fidelity Export & Multinational FEXPX $5,827
#47 #41 Legg Mason Partners Aggress Gro SHRAX $5,786
#48 #42 Fidelity Discovery Growth FDSVX $5,693
#43 #43 Fidelity Dividend Growth FDGFX $5,673
#45 #44 Fidelity Trend FTRNX $5,638
#27 #45 Fidelity Capital Appreciation FDCAX $5,620
#46 #46 Touchstone Sands Capital Sel Gro PTSGX $5,612
#50 #47 Loomis Sayles Growth LGRRX $5,550
#44 #48 Fidelity OTC FOCPX $5,498
#35 #49 DWS Dreman High Return Equity KDHIX $5,469
#42 #50 Fidelity Large Cap Stock FLCSX $5,453
#49 #51 Morgan Stanley Large (Equity) Gro MSEQX $5,432
#57 #52 Fidelity Independence FDFFX $5,410
#55 #53 Fidelity Magellan FMAGX $5,253
#51 #54 Fidelity Growth and Income FGRIX $5,145
#56 #55 Neuberger-Berman Partners NPRTX $5,124
#52 #56 Fidelity Fifty FFTYX $5,097
#40 #57 Legg Mason Value Trust LMNVX $4,550

 

It is not possible to invest directly into a market index.  The dollar figures shown here are for comparison purposes only. 

Reported performances of the past are not a prediction or guarantee of future returns.

3-Year Large-Cap Fund Returns & Rankings:  3-Year As Of 10-01-2008  (updated quarterly)

 

13-Week 1-Year 3-Year Large-Cap Fund Name Ticker $10,000 For 3 Years
#37 #36 #1 Alger Capital Appreciation ALARX $11,714
#53 #22 #2 Janus Twenty JAVLX $11,623
#16 #30 #3 Fidelity Utilities FIUIX $11,352
#31 #25 #4 Wells Fargo Growth SGRNX $11,349
#54 #34 #5 Janus Forty JACAX $11,275
#13 #9 #6 Fidelity ContraFund FCNTX $10,951
#57 #52 #7 Fidelity Independence FDFFX $10,944
#19 #10 #8 Old Mutual Large Cap Z OLCVX $10,837
#48 #42 #9 Fidelity Discovery Growth FDSVX $10,816
#36 #33 #10 Fidelity Growth Company FDGRX $10,758
#10 #2 #11 Calvert Social Investment CEYIX $10,647
#24 #24 #12 Fidelity Fund FFIDX $10,638
#5 #1 #13 Fidelity Focused Stock FTQGX $10,568
#20 #8 #14 Neuberger-Berman Social Resp NBSRX $10,499
#22 #6 #15 Neuberger-Berman Guardian NGUAX $10,440
#9 #5 #16 Fidelity Four-in-One Index FFNOX $10,353
#2 #3 #17 Morgan Stanley Large Relative MSIVX $10,346
#44 #48 #18 Fidelity OTC FOCPX $10,325
#1 #4 #19 Van Kampen Growth & Income ACGIX $10,223
#28 #27 #20 Fidelity Stock Selector FDSSX $10,119
#29 #26 #21 Fidelity Disciplined Equity FDEQX $10,102
#7 #7 #22 Oakmark Fund I OAKMX $10,087
#17 #11 #23 Wells Fargo Large Cap Growth  STRFX $10,086
#45 #44 #24 Fidelity Trend FTRNX $10,024
#34 #31 #25 Janus Fund JANSX $9,994
#32 #40 #26 Fidelity Export & Multinational FEXPX $9,970
#11 #23 #27 Fidelity Mega Cap Stock FGRTX $9,946
#23 #18 #28 Neuberger-Berman Focus NBSSX $9,915
#21 #17 #29 Fidelity Blue Chip Growth FBGRX $9,899
#33 #28 #30 Janus Large Cap Growth JAGRX $9,861
#6 #16 #31 Morgan Stanley Value MPVLX $9,854
#25 #15 #32 USAA Cornerstone Strategy USCRX $9,853
#3 #14 #33 Lord Abbett Affiliated LAFFX $9,830
#26 #32 #34 Dreyfus Founders Equity Growth FRMUX $9,821
#49 #51 #35 Morgan Stanley Large Growth MSEQX $9,779
#14 #12 #36 Domini Social Equity DSFRX $9,674
#42 #50 #37 Fidelity Large Cap Stock FLCSX $9,596
#30 #39 #38 Fidelity Equity-Income FEQIX $9,579
      S&P 500 - Category Index ^SPX $9,492
#39 #37 #39 Allianz Capital Apprec MMS PAPIX $9,491
#4 #20 #40 USAA Income Stock USISX $9,411
#15 #29 #41 Fidelity Equity-Income II FEQTX $9,344
#43 #43 #42 Fidelity Dividend Growth FDGFX $9,335
#38 #35 #43 Hartford Growth HGWYX $9,325
#52 #56 #44 Fidelity Fifty FFTYX $9,211
#27 #45 #45 Fidelity Capital Apprec FDCAX $9,209
#55 #53 #46 Fidelity Magellan FMAGX $9,197
#18 #21 #47 American Century Ultra TWUIX $9,171
#56 #55 #48 Neuberger-Berman Partners NPRTX $9,047
#41 #38 #49 USAA Growth USAAX $8,989
#8 #19 #50 Legg Mason Partners Large Gro SBLGX $8,860
#12 #13 #51 TCW Galileo Select Equities TGCEX $8,735
#46 #46 #52 Touchstone Sands Capital PTSGX $8,702
#35 #49 #53 DWS Dreman High Return KDHIX $8,396
#47 #41 #54 Legg Mason Partners Aggres Gro SHRAX $8,377
#50 #47 #55 Loomis Sayles Growth LGRRX $8,294
#51 #54 #56 Fidelity Growth & Income FGRIX $7,840
#40 #57 #57 Legg Mason Value Trust LMNVX $6,833

The S&P 500 Index graph for this category is shown on the Major Index Graph Page.  

It is not possible to invest directly into a market index.  The dollar figures shown here are for comparison purposes only. 

Reported performances of the past are not a prediction or guarantee of future returns.

                  

 

       

Fed's Funds High-5  ã 2008

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