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Mutual Fund Performance

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Here are the investment performance/returns of 22 very successful mutual funds. 
Comparison of fund category averages are also displayed.

 

 Mutual Fund Category       

    2/22/2012
  Successful  Fund

1/1/2012
Successful Fund

*% Rank
Category

 Category
 *Averages 

 

 Equity-Income

6.28%

6.40%

9% 

2.85%

 Flexible Portfolio

3.71%

7.24%

5%

-1.00%

 Health/Biotech

3.64%

11.45%

8%

7.82%

 Large-Cap Core

5.03%

7.30%

3% 

-0.86%

 Large-Cap Growth

7.31%

3.45%

7% 

-1.91%

 Large-Cap Value

2.02%

10.70%

4%

-2.27%

 Mid-Cap Core

7.70%

5.60%

7%

-3.61%

 Mid-Cap Growth

13.41%

7.86%

1%

-4.40%

 Mixed-Asset Target Alloc. Conservative

2.53%

9.63%

 2% 

1.98%

 Mixed-Asset Target Alloc. Growth

6.42%

5.74%

 2% 

-1.27%

 Mixed-Asset Target Alloc. Moderate

4.08%

 9.63%

1%

0.29%

 Multi-Cap Core

7.44%

6.12%

 5% 

-2.78%

 Multi-Cap Growth

13.20%

8.01%

 9% 

-3.62%

 Small-Cap Growth

12.65%

8.61%

2%

-3.42%

 Small-Cap Value

13.91%

3.45%

2%

-5.18%

 Utility

-0.05%

25.15%

 2% 

10.58%

 Corporate Debt A Rated

0.88%

17.15%

5%

6.77%

 Corporate DebtBBB rated

1.61%

 16.43% 

6%

7.12%

 General Municipal Debt

3.56%

12.87%

7%

10.53%

 High Yield Municipal

3.48%

12.37%

7%

9.91%

 Intermediate Investment Debt

1.21%

9.51%

2%

6.17%

 U.S. Mortgage 

1.13%

8.78%

6%

5.73%

*source: Lipper

The average for 16 stock mutal funds:  6.83%
The average for 6 bond  mutul funds: 1.97%

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$10.00 All mutual fund names with ticker symbols 

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