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Best funds in every category
The MONEY 65 can round out any portfolio.
From the February 2006 issue of MONEY Magazine
To select its annual list of recommended mutual funds, MONEY Magazine looks for funds that charge minimal fees, that stick to an investing style and that put shareholder interests ahead of the fund managers' bonuses. Take care of those things, and performance tends to take care of itself.
You can use the MONEY 65 to create a plan no matter what kind of investor you are. If you like the idea of investing with managers who may be able to deliver superior long-term returns (and you don't mind monitoring their performance) then choose from the list of actively managed funds below. If you prefer to keep things simple and hold costs to a minimum, click the tabs for index funds or ETFs. And if you want a laid-back approach that puts your investing plan on autopilot, check out our target-funds. For a closer look at how we picked the funds, click here.
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| AMCPX |
American Funds Amcap A |
16.9% |
13.8% |
4.4% |
0.7% |
$250 |
Growth |
| AMRMX |
American Funds American Mutual A |
13.5% |
13.8% |
6.3% |
0.6% |
$250 |
Value |
| FDGFX |
Fidelity Dividend Growth |
14.3% |
10.7% |
1.7% |
0.7% |
$2,500 |
Blend |
| JENSX |
Jensen J |
4.7% |
7.8% |
3.9% |
0.8% |
$2,500 |
Growth |
| MAVFX |
Matrix Advisors Value |
10.2% |
13.2% |
6.1% |
1.0% |
$1,000 |
Blend |
| MINVX |
Mosaic Investors |
9.0% |
9.7% |
2.4% |
0.9% |
$1,000 |
Blend |
| SLASX |
Selected American Shares S |
17.6% |
18.0% |
5.7% |
0.9% |
$1,000 |
Blend |
| SSHFX |
Sound Shore |
18.7% |
19.6% |
7.7% |
1.0% |
$10,000 |
Value |
| TRBCX |
T. Rowe Price Blue Chip Growth |
17.6% |
13.2% |
2.0% |
0.9% |
$2,500 |
Growth |
| PRFDX |
T. Rowe Price Equity-Income |
14.9% |
16.5% |
7.1% |
0.7% |
$2,500 |
Value |
| VWNFX |
Vanguard Windsor II |
14.5% |
19.0% |
6.5% |
0.3% |
$3,000 |
Value |
|
| CHTTX |
ABN AMRO Mid Cap N |
15.3% |
20.1% |
10.3% |
1.2% |
$2,500 |
Blend |
| FAMVX |
FAM Value Inv |
14.9% |
16.2% |
11.4% |
1.2% |
$500 |
Blend |
| FDVLX |
Fidelity Value |
26.3% |
24.9% |
13.5% |
0.7% |
$2,500 |
Value |
| JMCVX |
Janus Mid Cap Value Investor |
20.6% |
23.3% |
12.4% |
0.9% |
$2,500 |
Value |
| MERDX |
Meridian Growth |
23.8% |
20.8% |
11.9% |
0.9% |
$1,000 |
Growth |
| MVALX |
Meridian Value |
22.8% |
20.2% |
10.9% |
1.1% |
$1,000 |
Blend |
| MUHLX |
Muhlenkamp |
18.1% |
23.8% |
10.4% |
1.1% |
$1,500 |
Value |
|
| NBFSX |
Neuberger Berman Fasciano Inv |
22.6% |
17.5% |
9.4% |
1.2% |
$1,000 |
Growth |
| PENNX |
Pennsylvania Mutual Inv |
34.9% |
27.9% |
16.6% |
0.9% |
$2,000 |
Blend |
| RYPNX |
Royce Opportunity Inv |
40.8% |
34.3% |
17.2% |
1.1% |
$2,000 |
Value |
| PRNHX |
T. Rowe Price New Horizons |
34.5% |
26.9% |
10.4% |
0.9% |
$2,500 |
Growth |
| TASCX |
Third Avenue Small-Cap Value |
22.9% |
25.4% |
13.5% |
1.1% |
$1,000 |
Blend |
|
| CSRSX |
Cohen & Steers Realty Shares |
30.1% |
32.8% |
21.6% |
1.0% |
$10,000 |
Real estate |
| PRNEX |
T. Rowe Price New Era |
49.1% |
38.4% |
17.4% |
0.7% |
$2,500 |
Natural resources |
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| AEPGX |
American Funds EuroPacific Gr A |
39.4% |
30.1% |
11.3% |
0.8% |
$250 |
Large Blend |
| ARTIX |
Artisan International Inv |
38.4% |
27.8% |
8.7% |
1.2% |
$1,000 |
Large Growth |
| DODFX |
Dodge & Cox International Stock |
38.4% |
39.7% |
N/A% |
0.8% |
$2,500 |
Large Value |
| OAKIX |
Oakmark International I |
33.2% |
29.8% |
14.1% |
1.1% |
$1,000 |
Large Value |
| SSEMX |
SSgA Emerging Markets Instl |
67.7% |
46.6% |
25.1% |
1.2% |
$1,000 |
Emerging markets |
| PRIDX |
T. Rowe Price International Discovery |
52.7% |
43.7% |
16.9% |
1.3% |
$2,500 |
Small-cap, Midcap |
| VWIGX |
Vanguard International Growth |
35.9% |
27.7% |
8.7% |
0.6% |
$3,000 |
Large Blend |
|
| BEGBX |
American Century International Bd Inv |
-3.8% |
6.4% |
10.3% |
0.8% |
$2,500 |
Specialty |
| AHITX |
American Funds American Hi Inc Tr A |
10.9% |
10.7% |
8.6% |
0.7% |
$250 |
Specialty |
| DODIX |
Dodge & Cox Income |
1.7% |
2.9% |
5.7% |
0.4% |
$2,500 |
Core |
| FPNIX |
FPA New Income |
2.9% |
4.0% |
4.9% |
0.6% |
$1,500 |
Core |
| HABDX |
Harbor Bond Instl |
1.1% |
3.2% |
6.1% |
0.6% |
$1,000 |
Core |
| VIPSX |
Vanguard Inflation-Protected Secs |
-1.2% |
4.7% |
6.9% |
0.2% |
$3,000 |
Core |
| VWITX |
Vanguard Interm-Term Tax-Ex |
1.3% |
2.8% |
4.2% |
0.2% |
$3,000 |
Specialty |
| Data as of: April 28, 2006 |
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