year for the previous 10 years.
No one fund, or even a variety of funds, can guarantee such impressive long-term results. The best strategy is to hold a diversified portfolio, making sure to include some foreign stock funds in the mix. Investors who hold solid funds in different categories may well be smiling at the end of 2006, no matter what this year might bring.
B.E.’S TOP MUTUAL FUND PERFORMERS
|
FUND NAME |
TICKER |
1-YR RETURN % |
3-YR RETURN % |
5-YR RETURN % |
MINIMUM INITIAL PURCHASE |
PHONE |
|
Large Growth |
||||||
| Legg Mason Growth Trust Primary | LMGTX | 2.33 | 21.57 | 8.83 | $1,000 | 800-822-5544 |
| Dreyfus Premier Alpha Growth T | BSFAX | 15.32 | 16.18 | 7.69 | 1,000 | 800-554-4611 |
| Columbia Marsico 21st Century A | NMTAX | 7.98 | 25.06 | 7.50 | 1,000 | 800-321-7854 |
| Dreyfus Premier Alpha Growth C | BSFCX | 14.73 | 15.71 | 7.22 | 1,000 | 800-645-6561 |
| Dreyfus Premier Alpha Growth B | BSFBX | 14.71 | 15.65 | >7.19 | 1,000 | 800-645-6561 |
|
Mid-Cap Growth |
||||||
| Delaware American Services A | DASAX | 4.64 | 24.25 | 14.66 | 1,000 | 800-523-1918 |
| Legg Mason Opportunity Prime | LMOPX | 6.70 | 26.81 | 11.92 | 1,000 | 800-822-5544 |
| Meridian Growth | MERDX | 0.33 | 19.31 | 9.88 | 1,000 | 800-446-6662 |
| Baron iOpportunity | BIOPX | 7.05 | 32.70 | 9.84 | 2,000 | 800-992-2766 |
| Wells Fargo Advantage Discovery Inv | STDIX | 7.24 | 19.73 | 9.46 | 2,500 | 800-368-1030 |
|
Large Blend |
||||||
| Oppenheimer Main St Opportunity A | OMSOX | 6.84 | 19.16 | 10.53 | 1,000 | 800-525-7048 |
| Oppenheimer Main St Opportunity C | OMSCX | 6.06 | 18.26 | 9.71 | 1,000 | 800-525-7048 |
| Oppenheimer Main St Opportunity B | OMOBX | 6.00 | 18.17 | 9.63 | 1,000 | 800-525-7048 |
| Mairs & Power Growth | MPGFX | 4.37 | 15.87 | 8.76 | 2,500 | 800-304-7404 |
| Penn St Advisors Sector Rotational A | PSRPX | 9.92 | 21.97 | 8.14 | 2,000 | 866-207-5175 |
|
Mid-Cap Blend |
||||||
| Fidelity Advisor Leveraged Co Stk A | FLSAX | 17.25 | 40.49 | 24.05 | 10,000 | 877-208-0098 |
| Fidelity Leveraged Company Stock | FLVCX | 17.47 | 42.11 | 23.82 | 10,000 | 800-343-3548 |
| Fidelity Advisor Leveraged Co Stk T | FLSTX | 16.93 | 40.05 | 23.68 | 10,000 | 877-208-0098 |
| CGM Focus | CGMFX | 25.37 | 32.84 | 23.26 | 2,500 | 800-345-4048 |
| Fidelity Advisor Leveraged Co Stk B | FLCBX | 16.33 | 39.43 | 23.17 | 10,000 | 877-208-0098 |
|
Small Blend |
||||||
| Bridgeway Ultra-Small Company Market | BRSIX | 4.08 | 30.91 | 23.88 | 2,000 | 800-661-3550 |
| Satuit Capital Micro Cap A | SATMX | 14.20 |
| |||