Mutual Funds: Top five funds in the third quarter (2003)

Tuesday, February 14, 2012

How to Make Money the Buffett Way

Smart Money-Saving Tips You Need Now

Best Careers

Best Places To Retire

The Guide to Being a Grown-Up: 20-Something Financial Advice

Funds in the third quarter

EMERGING MARKETS

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	American Century Emerging Markets Inv.	17.62	44.07	-4.66	5	800-345-2021
2	Legg Mason Emerging Markets Trust	15.80	50.44	0.75	5	800-577-8589
3	Bernstein Emerging Markets Value	15.29	53.28	8.55	5	800-251-0539
4	Vanguard Emerging Markets Stock Index	14.74	46.39	1.73	5	800-662-7447
5	SSgA Emerging Markets	14.63	41.05	2.57	5	800-647-7327

HEALTHCARE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Fidelity Select Medical Delivery	8.18	-12.59	4.98	5	800-343-3548
2	PIMCO RCM Biotechnology D	5.93	47.54	-20.03	5	800-426-0107
3	Fidelity Select Biotechnology	5.03	38.74	-20.64	5	800-343-3548
4	Janus Global Life Sciences	3.70	11.97	-14.42	4	800-525-8983
5	Fidelity Select Medical Equip. and Systems	3.42	29.72	6.59	3	800-343-3548

INTERMEDIATE-TERM BOND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Metropolitan West Total Return Bond	1.77	15.18	6.89	5	800-241-4671
2	Dreyfus Basic U.S. Mortgage Securities	1.38	4.32	7.95	5	800-373-9387
3	Summit Bond Fund	1.31	9.22	7.73	5	888-259-7565
4	Dodge & Cox Income	0.54	7.41	10.09	5	800-621-3979
5	USAA Intermediate-Term Bond	0.22	8.28	8.22	5	800-382-8722

LARGE GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Reynolds Opportunity	16.66	62.63	-24.47	5	800-773-9665
2	Fidelity Capital Appreciation	10.11	49.18	-4.67	5	800-343-3548
3	Fidelity OTC	9.72	34.14	-20.04	5	800-343-3548
4	Fidelity Asset Manager: Aggressive	9.72	37.74	-13.00	5	800-343-3548
5	Marsico 21st Century	9.39	33.64	-6.98	5	888-860-8686

LARGE VALUE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Flex-funds Muirfield	6.88	11.10	-4.63	5	800-325-3539
2	Dodge & Cox Stock	5.24	25.58	8.27	5	800-621-3979
3	Vanguard Windsor	4.77	33.44	2.21	5	800-662-7447
4	PBHG Clipper Focus	4.22	22.15	10.45	5	800-433-0051
5	Strong Dow 30 Value	3.86	21.84	-4.44	5	800-368-1030

SMALL GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Henlopen	23.80	65.10	-3.47	5	866-880-0032
2	Oberweis Emerging Growth	19.51	80.09	-3.89	5	800-323-6166
3	PBHG Emerging Growth	16.01	60.19	-30.60	5	800-433-0051
4	Strong U.S. Emerging Growth	14.61	35.40	-16.34	5	800-368-1030
5	Needham Growth	14.22	55.89	-3.60	5	800-625-7071

SMALL VALUE

Fund Quarterly return 1-year return 3-year return Morningstar category rating* Phone

1 Royce Opportunity 16.43 60.01 9.77 5 800-221-4268

2 Heartland Value 12.67 54.52 18.51 5 800-432-7856

3 Turner Small Cap Value 11.22 26.66 9.06 5 800-224-6312

4 Third Avenue Small-Cap Value 10.37 36.13 9.97 5 800-443-1021

5 Eclipse Small Cap Value 10.12 25.95 9.26 5 866-932-5477

TECHNOLOGY

Fund Quarterly return 1-year return 3-year return Morningstar category rating* Phone

1 Firsthand Technology Value 21.85 95.60 -36.15 5 888-884-2675

2 RS Internet Age 18.33 138.66 -19.33 5 800-766-3863

3 Fidelity Select Electronics 16.99 68.99 -24.38 5 800-343-3548

4 Firsthand Technology Innovators 16.88 88.39 -36.28 5 888-884-2675

5 RS Information Age 16.76 131.84 -22.75 5 800-766-3863

WORLD STOCK

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Vanguard Global Equity	9.58	36.25	5.42	5	800-662-7447
2	Fidelity Worldwide	7.35	28.63	-3.99	5	800-343-3548
3	American Century Global Growth Inv.	7.33	19.52	-13.03	5	800-345-2021
4	T. Rowe Price Global Stock	3.82	24.33	-10.36	5	800-638-5660
5	USAA World Growth	3.26	19.29	-10.43	5	800-382-8722

S&P 500 INDEX

	Quarterly return	1-year return	3-year return
S&P 500 INDEX	2.65%	14.71%	-10.13%

© 2003 Morningstar Inc. All Rights Reserved. The mutual fund data: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

*Measures long-term performance against its peers, with 5 being the best.