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 |