A Look Back At Kiplinger’s Personal Finance Magazine’s Top 25 Mutual Funds

by Hank

Below is an update on how Kiplinger’s Personal Finance Magazine’s list of how the top twenty-five mutual funds have faired through the current economic downturn. It hasn’t been pretty. The portfolio of 25 mutual funds are down an average of 17% for the past year, and only three of the funds are in positive territory. All of the data is through September 30th, 2008.

US Stock Funds        
FUND NAME SYMBOL 1-YR 3-YR 5-YR
RETURN RETURN RETURN
Baron Small Cap BSCFX -21.44% 0.53% 6.88%
Bridgeway Aggr Investors 2 BRAIX -30.02 -1.88 7.12
CGM Focus CGMFX -7.41 16.87 23.76
Dodge & Cox Stock DODGX -29.59 -3.3 5.43
Fairholme Fund FAIRX -8.76 7.98 14.18
FBR Focus FBRVX -22.43 1.95 8.61
Kinetics Paradigm WWNPX -34.23 0.13 10.75
Legg Mason Opportunity LMOPX -47.76 -12.84 -2.5
Longleaf Partners LLPFX -30.78 -2.59 2.7
Marsico 21st Century MXXIX -25.77 3.89 9.14
Pimco CommodityRealRet Strat D PCRDX -4.18 -0.04 10.24
Selected American Shares S SLASX -21.4 0.19 6.39
T. Rowe Price Equity Income PRFDX -20.08 1.06 6.58
T. Rowe Price Growth Stock PRGFX -25.72 -0.3 4.54
Vanguard Primecap Core VPCCX -16.52 2.96
Vanguard Selected Value VASVX -22.96 -1.12 7.89
         
International Stock Funds        
FUND NAME SYMBOL 1-YR 3-YR 5-YR
RETURN RETURN RETURN
Dodge & Cox Intl Stock DODFX -28.37% 2.55% 13.18%
Julius Baer Intl Equity II A JETAX -27.31 3.22
Marsico Global MGLBX -20.96
T. Rowe Price Emg Mkts Stock PRMSX -36.47 6.47 18.71
         
Bond Funds        
FUND NAME SYMBOL 1-YR 3-YR 5-YR
RETURN RETURN RETURN
Dodge & Cox Income DODIX -2.26% 2.26% 2.58%
Fidelity Intermed Municipal Inc FLTMX 1.29 2.78 2.98
Harbor Bond Institutional HABDX 2.17 3.66 3.84
Loomis Sayles Bond LSBRX -13.44 1.16 4.86
Vanguard Infl-Protected Secs VIPSX 6.16 4.24 5.01
         
Data through September 30, 2008      

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