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The Fund Scorecard
Welcome to MONEY's annual report on the market's most important funds. The 725 stock funds have assets that top the $4.8 trillion mark and hold nearly 85% of the money invested in stock funds. The 275 bond funds carry assets of nearly $955 billion, more than 65% of all bond fund dollars. To see how your funds fared, read on.
(MONEY Magazine) – TOP PERFORMERS STOCK FUNDS →2006 →THREE YEARS →FIVE YEARS NOTES: Returns are through Dec. 28. Averages are for funds in Lipper's database. ¹Annualized. SOURCE: Lipper, New York; 877-955-4773. STOCK FUND PEER-GROUP ABBREVIATIONS MUTUAL FUNDS TOP PERFORMERS BOND FUNDS →2006 →THREE YEARS →FIVE YEARS NOTES: Returns are through Dec. 28. Averages are for funds in Lipper's database. ¹Annualized. SOURCE: Lipper, New York; 877-955-4773. BOND FUND PEER-GROUP ABBREVIATIONS STOCK FUNDS Below are the latest returns for 725 of the most important stock funds, including how they have performed against their peers (see page 78 for peer-group abbreviations). Each is available for a minimum investment of $25,000 or less, has assets of at least $1.1 billion as of Nov. 30 (with the exception of MONEY 70 funds) and has been operating since at least Jan. 1, 2006. • INDEX BEATERS Boldface returns mean the fund topped the market for that period. We measured small-caps against the Russell 2000, and other domestic funds against the S&P 500. For international funds, we used the MSCI EAFE index or the MSCI emerging markets index. • EXPENSES The percentage of fund assets that go toward annual operating expenses, including management fees, 12b-1 fees and other asset-based costs. HOW TO TELL WHERE A FUND RANKED The circles indicate the quartile in which the fund finished among competitors with similar investment styles. BLACK CIRCLE TOP QUARTILE SEMI SHADED BLACK CIRCLE (SHADED FROM TOP TO MIDDLE) SECOND QUARTILE SEMI SHADED BLACK CIRCLE (SHADED FROM MIDDLE TO BOTTOM) THIRD QUARTILE WHITE CIRCLE BOTTOM QUARTILE AIG SUNAMERICA TO AMERICAN CENTURY AMERICAN CENTURY TO COLUMBIA COLUMBIA TO FIDELITY FIDELITY TO FIRST AMERICAN FIRST AMERICAN TO IVY IVY TO MARISCO MARISCO TO PRINCIPAL PUTNAM TO T. ROWE PRICE T. ROWE PRICE TO VANGUARD VANUGAURD TO WM NOTES: Peer-group abbreviations on page 78. Boldface figures indicate fund beat benchmark index. ¹Through Dec. 28. ²Closed to new investors. ³Maximum deferred sales charge. Closed to new investors, other classes open. A dash indicates not available or not applicable. PEER-GROUP RANK: [TOP QUARTILE] = fund finished in top quartile of peer group; [SECOND QUARTILE] = second quartile; [THIRD QUARTILE] = third quartile; [BOTTOM QUARTILE] = bottom quartile. SOURCE: Lipper, New York; 877-955-4773. BOND FUNDS Below are the latest results for 275 of the most important bond funds, including how the funds have performed against their peers (see page 79 for peer-group abbreviations). Each fund is available for a minimum investment of $25,000 or less, has assets of at least $780 million (as of Nov. 30) and has been operating since at least Jan. 1, 2006. • YIELD The average over the past 12 months • EXPENSES The percentage of fund assets that go toward annual operating expenses, including management fees, 12b-1 fees and other asset-based costs HOW TO TELL WHERE A FUND RANKED The circles indicate the quartile in which the fund finished among competitors with similar investment styles. BLACK CIRCLE TOP QUARTILE SEMI SHADED BLACK CIRCLE (SHADED FROM TOP TO MIDDLE) SECOND QUARTILE SEMI SHADED BLACK CIRCLE (SHADED FROM MIDDLE TO BOTTOM) THIRD QUARTILE WHITE CIRCLE BOTTOM QUARTILE AIM TO DWS SCUDDER NOTES: Peer-group abbreviations on page 79. Boldface figures indicate fund beat benchmark index. ¹Through Dec. 28. ²Closed to new investors. ³Maximum deferred sales charge. Closed to new investors, other classes open. A dash indicates not available or not applicable. PEER-GROUP RANK: [TOP QUARTILE] = fund finished in top quartile of peer group; [SECOND QUARTILE] = second quartile; [THIRD QUARTILE] = third quartile; [BOTTOM QUARTILE] = bottom quartile. SOURCE: Lipper, New York; 877-955-4773. DWS SCUDDER TO ISHARES ISHARES TO PIMCO PIONEER TO WELLS FARGO ADVANTAGE NOTES: Peer-group abbreviations on page 79. Boldface figures indicate fund beat benchmark index. ¹Through Dec. 28. ²Closed to new investors. ³Maximum deferred sales charge. Closed to new investors, other classes open. A dash indicates not available or not applicable. PEER-GROUP RANK: [TOP QUARTILE] = fund finished in top quartile of peer group; [SECOND QUARTILE] = second quartile; [THIRD QUARTILE] = third quartile; [BOTTOM QUARTILE] = bottom quartile. SOURCE: Lipper. |
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