Major Stock Funds
(MONEY Magazine) – Complete table not available. For the complete Major Stock Funds list please see the print magazine
>>Here are the latest results for 1,722 equity funds that are listed on the Nasdaq, have assets of at least $116 million, are available to individual investors for a minimum investment of $25,000 or less and have been in operation since Jan. 1, 2003 or earlier. We've also switched data providers--we're using Lipper this year. As a result, some of the categories and peer-group rankings may look different from those in previous years. For example, Lipper classifies Fidelity Magellan as a large-cap core fund and Vanguard 500 Index as an S&P 500 index fund; in previous years both were categorized as large-cap blend funds. The peer-group rankings for each of the past four calendar years reflect these new groups.
(Note: MONEY 100 funds are included in the tables regardless of assets or minimum initial investment.)
Stock Funds % RETURN THROUGH DEC. 18 PEER THREE FIVE 10 COMPANY/FUND NAME TICKER GROUP 2003 YEARS YEARS YEARS
AAL Balanced A AABFX B 14.0 -0.1 2.9 -- Capital Growth A AALGX LCC 19.2 -6.3 0.2 10.1 Equity Income A AAUTX EI 24.2 -3.4 0.6 -- International A AAITX IF 26.2 -8.2 -2.5 -- Mid Cap Stock A AASCX MCC 30.1 -1.0 7.3 9.3 Small Cap Stock A AASMX SCC 37.4 8.6 11.2 --
PEER-GROUP RANK Company/Fund name '03 '02 '01 '00
AAL Balanced A D C B B Capital Growth A D B B A Equity Income A B D C B International A C D D C Mid Cap Stock A C B D A Small Cap Stock A C D B B
% % SALES EXPENSE ASSETS Company/Fund name LOAD RATIO ($ MIL.) TELEPHONE
AAL Balanced A 5.50 1.05 408 800-847-4836 Capital Growth A 5.50 1.02 2,937 Equity Income A 5.50 1.06 249 International A 5.50 1.71 163 Mid Cap Stock A 5.50 1.30 837 Small Cap Stock A 5.50 1.47 393
Notes: Boldface figures indicate fund beat benchmark.  Annualized.  Closed to new investors.  Maximum deferred sales charge. A dash indicates not available or not applicable. Peer-group rank: A=fund finished in top quarter of peer group; B=second quarter; C=third quarter; D=fourth quarter. Source: Lipper, 877-955-4773.