Mutual Funds
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The MONEY 50
Best funds in every category
From the January 2005 issue of MONEY Magazine
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The trick to successful fund investing is to focus less on performance and more on the things you really can control.

That means keeping your costs down, dealing only with money managers who have a record of putting their shareholders first, and making sure you have a well-diversified portfolio suited to the level of risk you can live with. That's the thinking behind the new MONEY 50, our elite list of recommended mutual funds. Only funds with low expenses and a consistent investment approach, plus a history of integrity on the part of management, made the cut.

ALL FUNDSLARGE-CAP FUNDSSMALL AND MID-CAP FUNDSINTERNATIONAL FUNDSSPECIALTY FUNDSBOND FUNDS
 
All Funds
Ticker Fund name 1-yr
return
3-yr
return
5-yr
return
Exp.
ratio
Min.
Inv.
Style
BEGBX American Century International Bd Inv 12.7% 4.3% 8.9% 0.8% $2,500 Specialty
AMCPX American Funds Amcap A 2.6% 7.1% 10.7% 0.7% $250 Growth
AHITX American Funds American Hi Inc Tr A 0.6% 5.4% 10.6% 0.7% $250 Specialty
AMRMX American Funds American Mutual A -0.3% 7.4% 10.1% 0.6% $250 Value
AEPGX American Funds EuroPacific Gr A 16.0% 20.6% 21.8% 0.8% $250 Large Cap, Blend
ARGFX Ariel -8.1% 1.6% 9.6% 1.1% $1,000 Small Cap, Value
ARTIX Artisan International Inv 16.6% 20.2% 20.5% 1.2% $1,000 Large Cap, Growth
CHTTX Aston/Optimum Mid Cap N 9.0% 11.1% 16.9% 1.2% $2,500 Midcap, Blend
CSRSX Cohen & Steers Realty Shares -25.2% 6.5% 17.4% 1.0% $10,000 Real Estate
DEFIX Delafield -1.4% 9.0% 15.9% 1.3% $5,000 Small Cap, Value
DODIX Dodge & Cox Income 4.7% 4.2% 4.5% 0.4% $2,500 Core
DODFX Dodge & Cox International Stock 8.1% 18.3% 25.5% 0.7% $2,500 Large Cap, Blend
FAMVX FAM Value Inv -5.7% 3.6% 9.3% 1.2% $500 Midcap, Blend
FPNIX FPA New Income 6.5% 4.3% 4.7% 0.6% $1,500 Core
FPPFX FPA Perennial 2.0% 7.3% 13.6% 0.9% $1,500 Small Cap, Blend
FDGFX Fidelity Dividend Growth -3.2% 5.5% 7.8% 0.6% $2,500 Blend
FDVLX Fidelity Value -3.2% 9.3% 15.2% 0.7% $2,500 Midcap, Value
HABDX Harbor Bond Instl 9.4% 5.6% 5.5% 0.6% $1,000 Core
JMCVX Janus Mid Cap Value Investor 3.8% 10.6% 16.3% 0.9% $2,500 Midcap, Value
JENSX Jensen J 3.2% 5.7% 6.8% 0.8% $2,500 Growth
MINVX Madison Mosaic Investors -5.0% 3.2% 7.5% 0.9% $1,000 Blend
MAVFX Matrix Advisors Value -4.3% 5.1% 10.4% 1.0% $1,000 Blend
MERDX Meridian Growth -1.7% 6.2% 14.0% 0.8% $1,000 Midcap, Growth
MVALX Meridian Value 2.6% 8.9% 13.8% 1.1% $1,000 Midcap, Blend
MUHLX Muhlenkamp -11.4% 0.1% 11.7% 1.1% $1,500 Midcap, Value
NBFSX Neuberger Berman Fasciano Inv -4.3% 1.8% 8.2% 1.3% $1,000 Small Cap, Growth
NCTWX Nicholas II I 1.7% 6.4% 11.2% 0.7% $100,000 Midcap, Growth
OAKIX Oakmark International I -5.3% 12.7% 17.8% 1.1% $1,000 Large Cap, Value
PYHRX Payden High Income 1.6% 4.2% 7.8% 0.6% $5,000 Specialty
PENNX Pennsylvania Mutual Inv -2.4% 9.1% 15.8% 0.9% $2,000 Small Cap, Blend
RYPNX Royce Opportunity Inv -8.3% 5.8% 17.8% 1.1% $2,000 Small Cap, Value
SSEMX SSgA Emerging Markets 38.6% 36.9% 36.2% 1.2% $1,000 Emerging Markets
SLASX Selected American Shares S 0.9% 8.9% 12.8% 0.9% $1,000 Blend
SSHFX Sound Shore -0.8% 8.2% 12.9% 0.9% $10,000 Value
TRBCX T. Rowe Price Blue Chip Growth 8.1% 8.8% 11.6% 0.8% $2,500 Growth
PRFDX T. Rowe Price Equity Income -0.6% 8.0% 11.7% 0.7% $2,500 Value
PRIDX T. Rowe Price International Discovery 14.6% 23.6% 30.4% 1.2% $2,500 Small Mid Cap
PRNEX T. Rowe Price New Era 45.7% 29.8% 29.0% 0.7% $2,500 Natural Resources
TASCX Third Avenue Small-Cap Value -2.1% 7.2% 14.8% 1.1% $10,000 Small Cap, Blend
VEXPX Vanguard Explorer -0.6% 7.5% 14.0% 0.5% $3,000 Small Cap, Growth
VIPSX Vanguard Inflation-Protected Secs 12.6% 5.4% 6.6% 0.2% $3,000 Core
VWITX Vanguard Interm-Term Tax-Ex 4.0% 3.6% 3.8% 0.2% $3,000 Specialty
VWIGX Vanguard International Growth 11.9% 18.2% 20.4% 0.5% $3,000 Large Cap, Blend
VMGRX Vanguard Mid Cap Growth 8.7% 11.9% 15.6% 0.5% $10,000 Midcap, Growth
VGSIX Vanguard REIT Index -22.9% 6.2% 15.4% 0.2% $3,000 Real Estate
VBISX Vanguard Short-Term Bond Index 7.6% 4.5% 3.8% 0.2% $3,000 Core
VBMFX Vanguard Total Bond Market Index 7.3% 4.9% 4.7% 0.2% $3,000 Core
VGTSX Vanguard Total Intl Stock Index 11.7% 18.6% 22.1% 0.0% $3,000 Large Cap, Blend
VTSMX Vanguard Total Stock Mkt Idx 1.1% 8.2% 12.2% 0.2% $3,000 Blend
VWNFX Vanguard Windsor II -1.6% 8.3% 13.2% 0.3% $10,000 Value
Data updated as of: January 4, 2008