The Best mutual funds actively managed for your 401k
What are the best actively managed mutual funds for your 401k? See below.
|
Ticker |
Fund name |
1-yr |
3-yr |
5-yr |
Exp. |
Min. |
Style |
|
|
|||||||
|
LARGE-CAP |
|||||||
|
American Funds Amcap A |
-23.5% |
-0.9% |
3.5% |
0.7% |
$250 |
Growth |
|
|
American Funds American Mutual A |
-20.4% |
1.1% |
5.2% |
0.6% |
$250 |
Value |
|
|
FMI Large Cap |
-13.9% |
3.9% |
8.7% |
1.0% |
$1,000 |
Blend |
|
|
Jensen J |
-11.3% |
3.6% |
4.6% |
0.8% |
$2,500 |
Growth |
|
|
Matrix Advisors Value |
-25.0% |
-0.2% |
2.5% |
1.0% |
$1,000 |
Blend |
|
|
Selected American Shares S |
-22.4% |
0.2% |
6.0% |
0.9% |
$1,000 |
Blend |
|
|
Sound Shore |
-19.1% |
0.8% |
7.0% |
0.9% |
$10,000 |
Value |
|
|
T. Rowe Price Blue Chip Growth |
-26.7% |
-0.8% |
3.4% |
0.8% |
$2,500 |
Growth |
|
|
T. Rowe Price Equity Income |
-20.9% |
1.2% |
6.3% |
0.7% |
$2,500 |
Value |
|
|
Vanguard Windsor II |
-25.1% |
-0.8% |
6.7% |
0.3% |
$10,000 |
Value |
|
|
|
|||||||
|
MIDCAP |
|||||||
|
FAM Value Inv |
-14.4% |
-0.2% |
5.4% |
1.2% |
$500 |
Blend |
|
|
FPA Perennial |
-14.4% |
-0.1% |
6.3% |
1.0% |
$1,500 |
Blend |
|
|
Fairholme |
-10.5% |
7.6% |
13.8% |
1.0% |
$2,500 |
Blend |
|
|
Fidelity Value |
-28.4% |
-1.5% |
7.3% |
0.7% |
$2,500 |
Value |
|
|
Janus Mid Cap Value Investor |
-13.4% |
4.3% |
10.4% |
0.8% |
$2,500 |
Value |
|
|
Meridian Growth |
-17.3% |
3.2% |
6.8% |
0.8% |
$1,000 |
Growth |
|
|
PRIMECAP Odyssey Aggressive Growth |
-27.8% |
0.5% |
N/A% |
0.8% |
$2,000 |
Growth |
|
|
|
|||||||
|
SMALL-CAP |
|||||||
|
Bridgeway Small-Cap Value N |
-29.8% |
-3.0% |
N/A% |
0.9% |
$2,000 |
Value |
|
|
Royce Pennsylvania Mutual Invt |
-17.6% |
2.2% |
9.2% |
0.9% |
$2,000 |
Blend |
|
|
Royce Value Plus Svc |
-24.5% |
2.4% |
11.3% |
1.3% |
$2,000 |
Growth |
|
|
T. Rowe Price New Horizons |
-23.8% |
-1.6% |
6.4% |
0.8% |
$2,500 |
Growth |
|
|
|
|||||||
|
MULTI-CAP |
|||||||
|
Bridgeway Aggressive Investors 2 |
-32.6% |
-2.7% |
6.2% |
1.2% |
$2,000 |
|
|
|
Muhlenkamp |
-31.6% |
-10.6% |
1.5% |
1.1% |
$1,500 |
|
|
|
Weitz Hickory |
-26.8% |
-4.0% |
3.7% |
1.2% |
$2,500 |
|
|
|
|
|||||||
|
SPECIALTY |
|||||||
|
Cohen & Steers Realty Shares |
-17.5% |
4.2% |
13.8% |
0.9% |
$10,000 |
Real estate |
|
|
T. Rowe Price New Era |
-23.4% |
7.3% |
19.0% |
0.6% |
$2,500 |
Natural resources |
|
|
Third Avenue Real Estate Value |
-27.5% |
-0.9% |
9.0% |
1.1% |
$10,000 |
Real Estate |
|
|
|
|||||||
|
FOREIGN |
|||||||
|
American Funds EuroPacific Gr A |
-26.9% |
4.3% |
11.3% |
0.7% |
$250 |
Large Blend |
|
|
American Funds New World A |
-24.0% |
10.2% |
16.5% |
1.0% |
$250 |
Large Growth |
|
|
Artisan International Inv |
N/A% |
N/A% |
N/A% |
1.2% |
$1,000 |
Large Growth |
|
|
Dodge & Cox International Stock |
-29.4% |
2.5% |
12.6% |
0.7% |
$2,500 |
Large Value |
|
|
Oakmark International I |
-29.2% |
-0.2% |
8.5% |
1.1% |
$1,000 |
Large Value |
|
|
T. Rowe Price Emerging Markets Stock |
-38.2% |
6.2% |
18.1% |
1.2% |
$2,500 |
Emerging markets |
|
|
T. Rowe Price International Discovery |
-35.1% |
2.2% |
12.4% |
1.2% |
$2,500 |
Small-cap, Midcap |
|
|
Third Avenue International Value |
-26.1% |
-0.4% |
11.0% |
1.4% |
$10,000 |
Value |
|
|
Vanguard International Growth |
-29.7% |
3.1% |
10.0% |
0.5% |
$3,000 |
Large Blend |
|
|
|
|||||||
|
CORE BOND |
|||||||
|
Dodge & Cox Income |
N/A% |
N/A% |
N/A% |
0.4% |
$2,500 |
Core |
|
|
FPA New Income |
3.9% |
4.6% |
3.8% |
0.6% |
$1,500 |
Core |
|
|
Harbor Bond Instl |
2.3% |
3.7% |
3.9% |
0.6% |
$1,000 |
Core |
|
|
Vanguard Inflation-Protected Secs |
6.5% |
4.4% |
5.1% |
0.2% |
$3,000 |
Core |
|
|
|
|||||||
|
SPECIALTY BOND |
|||||||
|
American Funds American Hi Inc Tr A |
-12.3% |
0.9% |
4.0% |
0.7% |
$250 |
Specialty |
|
|
T. Rowe Price International Bond |
0.3% |
4.0% |
4.5% |
0.8% |
$2,500 |
N/A |
|
|
Vanguard Interm-Term Tax-Ex |
-0.5% |
2.2% |
2.5% |
0.1% |
$3,000 |
Specialty |
|
|
Data as of: October 1, 2008 Source CNN Money |
|||||||
