TOP-RATED NO-LOAD FUNDS: CAN THEY MAINTAIN THEIR DOUBLE-DIGIT WAYS?
NAME, TICKER & TheStreet.com RATINGS GRADE OBJECTIVE 1-YR. TOTAL RET'N (%) 3-YR. ANN'L RET'N (%) 5-YR. ANN'L RET'N (%) 10-YR. ANN'L RET'N (%)
CGM Focus Fund (CGMFX) A- Aggressive Growth 79.92 37.38 37.13 26.11
Elfun International Fund (EGLBX) A+ Non-US Equity 23.78 23.14 25.22 11.45
Fidelity Canada Fund (FICDX) A Non-US Equity 35.02 25.71 30.18 15.82
Fidelity Convertible Securities (FCVSX) A- Convertible 16.24 12.34 14.93 12.00
Fidelity Europe (FIEUX) A- Non-US Equity 16.41 19.86 26.68 10.28
Fidelity Independence Fund (FDFFX) A+ Growth - Domestic 29.54 17.15 17.29 10.70
Fidelity International Discovery Fd (FIGRX) A+ Non-US Equity 18.98 20.56 24.49 12.45
Fidelity Nordic Fund (FNORX) A Non-US Equity 23.22 25.90 29.75 15.15
Fidelity Select Defense & Aerospace (FSDAX) A Growth - Domestic 17.81 18.78 22.57 13.73
Fidelity Select Energy (FSENX) A- Energy/Natural Res 45.53 36.20 32.53 17.00
Fidelity Select Materials Port (FSDPX) A- Growth - Domestic 29.21 20.85 24.56 12.34
Fidelity Select Natural Resources (FNARX) A- Energy/Natural Res 50.08 37.67 33.08 17.30
Guinness Atkinson Asia Focus Fund (IASMX) A Non-US Equity 46.00 33.92 34.07 10.04
Guinness Atkinson China & HK Fund (ICHKX) A- Non-US Equity 65.06 34.94 35.43 14.82
Jordan Opportunity Fund (JORDX) A+ Growth - Domestic 25.79 14.58 19.45 11.47
T. Rowe Price Global Stock Fd (PRGSX) A+ Global Equity 20.36 21.86 21.91 10.11
T. Rowe Price Health Sciences (PRHSX) A- Health/Biotechnology 18.75 13.89 18.66 12.39
T. Rowe Price New Era (PRNEX) A+ Energy/Natural Res 40.69 28.82 29.94 15.87
UMB Scout Internl Fund (UMBWX) A+ Non-US Equity 17.80 19.62 21.87 11.11
Vanguard Energy Inv (VGENX) A+ Energy/Natural Res 37.00 33.33 34.08 18.60
Vanguard International Value Fund (VTRIX) A Non-US Equity 12.66 19.18 23.53 11.18
Wells Fargo Avtg Asia Pac Inv (SASPX) A Non-US Equity 28.56 26.36 31.25 14.17
S&P 500 TOTAL-RETURN INDEX 5.49 8.61 12.83 5.91
Data as of 12/31/2007.
Source: TheStreet.com