2 of 5
BACKNEXT
Dreyfus Appreciation
Dreyfus Appreciation
Fayez Sarofim
Ticker: DGAGX
1-year return: -28.2%
5-year return: -1.2%
Expense ratio: 0.96%
ETF alternative: iShares S&P Global 100 Index (IOO)

Our returning funds include Dreyfus Appreciation. Famous for manager Fayez Sarofim's iron buy-and-hold discipline, the fund favors big multinationals like Exxon Mobil and Procter & Gamble.

Last year its heavy tilt toward energy stocks amplified losses as the fund dropped 32%. But it should be well positioned when oil prices rebound.

And investors can take comfort in the fund's steady long-term record -- its 7.4% annualized 15-year returns have outpaced the S&P 500 by half a percentage point per year -- and its tax efficiency.

For an ETF with a similar basket of global large caps, try iShares S&P Global 100 Index.

NEXT: Royce Pennsylvania Mutual

Last updated June 15 2009: 11:01 AM ET
Email | Print | Share  |  RSS
 
google my aol my msn my yahoo! netvibes
Paste this link into your favorite RSS desktop reader
See all CNNMoney.com RSS FEEDS (close)
Data as of June 1, 2009. Five-year return is annualized.
More Galleries
5 biggest share buybacks of 2014 Stock repurchases are booming. These five companies are ready to spend over $79 billion on buybacks. More
10 horrifying corporate mascots McDonald's Happy is part of a long lineage of creatures great and small that shill for products and mortify consumers. Mr. Mucus, anyone? More
5 best cities to launch a career The top spots in the U.S. for new grads to land a job -- and actually enjoy life -- according to financial site WalletHub. More