Cincinnati.Com
NKY.COM  |  ENQUIRER  |  CIN WEEKLY  |  Classifieds  |  Cars  |  Homes  |  Jobs  |  Help
Currently:
76°F
Cloudy
Weather | Traffic
The Enquirer
HOME
NEWS
ENTERTAINMENT
SPORTS
REDS
BENGALS
LOCAL GUIDE
MULTIMEDIA
ARCHIVES
SEARCH
 
 TODAY'S ENQUIRER 
 Front Page 
 Local News 
 Sports 
-- Business 
 Editorials 
 Tempo 
 Home Style 
 Travel 
 Health 
 Technology 
 Weather 
 Back Issues 
 Search 
 Subscribe 

 SPORTS 
 Bearcats 
 Bengals 
 High School 
 Reds 
 Xavier 

 VIEWPOINTS 
 Jim Borgman 
 Columnists 
 Readers' views 

 ENTERTAINMENT 
 Movies 
 Dining 
 Horoscopes 
 Lottery Results 
 Local Events 
 Video Games 

 CINCINNATI.COM 
 Giveaways 
 Maps/Directions 
 Send an E-Postcard 
 Coupons 
 Visitor's Guide 
 Web Directory 

 CLASSIFIEDS 
 Jobs 
 Cars 
 Homes 
 General 
 Place an ad 

 HELP 
 Feedback 
 Subscribe 
 Search 
 Newsroom Directory 



 
Saturday, August 21, 2004

Best-performing mutual funds



The following are the leaders, based on one-year returns as of Friday, for growth and income funds.

These funds combine a growth in earnings orientation and an income requirement for level or rising dividends.

1 YR5 YRS
Latest
FundNasdaqTotal NetCumulativeCumulative
NameSymbolAssets (Mil. $)Tot ReturnTot Return
Berwyn FundBERWX 52.0 30.21 80.83
Boston Prtn:All Cap;InstBPAIX 4.9 22.50 N/A
Boston Prtn:All Cap;InvBPAVX 0.6 22.14 N/A
Excelsior:Va&Rstr;InstEXBIX 45.4 22.29 N/A
PIMCO:PEA Value;APDLAX 888.6 22.86 62.75
PIMCO:PEA Value;AdmnPVLAX 100.7 22.99 63.59
PIMCO:PEA Value;DPVLDX 369.4 22.84 62.87
PIMCO:PEA Value;InstPDLIX 186.8 23.35 65.87
PIMCO:PEA Value;RPPVRX 10.5 22.41 N/A
Stratton Growth FundSTRGX 68.6 26.98 46.04
The following are the leaders, based on one-year returns as of Friday, for growth funds. These funds invest in companies whose long-term earnings are expected to grow significantly faster than the earnings of stocks in major unmanaged stock indexes.

.

1 YR5 YRS
Latest
FundNasdaqTotal NetCumulativeCumulative
NameSymbolAssets (Mil. $)Tot ReturnTot Return
CGM Cap DevelopmentLOMCX 344.6 22.80 3.27
Fairholme:FairholmeFAIRX 151.5 23.16 N/A
FMI:Sasco Contrn ValFMIVX 6.9 27.54 79.39
Goldman:Lg Cap Val;InsGSLIX 140.6 19.79 N/A
ICAP:Select EquityICSLX 187.2 21.38 32.74
Kinetics:Paradigm;AKNPAX 18.6 19.91 N/A
Kinetics:Paradigm;NLWWNPX 45.6 20.23 N/A
RS Inv:ContrRSCOX 288.1 22.12 79.72
Texas Cap:Val & GroTCVGX 36.5 27.35 77.83
Weitz:HickoryWEHIX 272.0 24.14 0.85
Source: Lipper




BUSINESS HEADLINES
Fiscal fitness
Don't be too quick to replace coverage
Selling sex toys brings success
Now all Delta can do is wait
Energy supplies dwindling, expert tells local audience
July gambling haul a record
Gasoline costs likely to level off
Search-engine stock still means risk
Business digest
Best-performing mutual funds
Rate report
High bank yields
State Farm Fiscally Fit City "Top 10" Sidebar



 

Latest Headline News
Updated Every 30 Minutes
BUSINESS NEWS

U.S. Rises in Auto Reliability Ratings

Congolese Shun Own Currency for Dollars

Delta Air Lines Posts $52M Profit in 3Q

Prepared Holiday Meals Up in Popularity

Christmas Returns to Wal-Mart Marketing


Cincinnati.Com
Search our site by keyword:  
Search also: News | Jobs | Homes | Cars | Classifieds | Obits | Coupons | Events | Dining
Movies/DVDs | Video Games | Hotels | Golf | Visitor's Guide | Maps/Directions | Yellow Pages

  CINCINNATI.COM  |  NKY.COM  |  ENQUIRER  |  CIN WEEKLY  |  Classifieds  |  Cars  |  Homes  |  Jobs  |  Help


Search | Questions/help | News tips | Letters to the editors | Subscribe
Newspaper advertising | Web advertising | Place a classified | Circulation

Copyright 1995-2007. The Cincinnati Enquirer, a Gannett Co. Inc. newspaper.
Use of this site signifies agreement to terms of service updated 12/19/2002.