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Mutual Fund Recommendation from Money Magazine for 2011

Click to sort top mutual fund recommendation from Money Magazine for year 2011

FundCategory1 Year (%)3 Year (%)5 Year (%)
American Funds American Mutual A (AMRMX)Large Value1.739.4710.27
Sound Shore Investor (SSHFX)Large Value-3.589.5410.52
T. Rowe Price Equity Income (PRFDX)Large Value-1.696.238.61
Vanguard Windsor II Inv (VWNFX)Large Value-2.207.9810.01
Schwab S&P 500 Index (SWPPX)Large Blend1.6310.9511.57
Schwab Total Stock Market Index (SWTSX)Large Blend0.1410.4111.10
FMI Large Cap (FMIHX)Large Blend-0.678.8810.17
Selected American Shares S (SLASX)Large Blend0.838.858.69
Selected American Shares S (VTI)Large Blend0.15%10.50%8.69
Selected American Shares S (VOO)Large Blend8.69
American Funds AMCAP A (AMCPX)Large Growth-1.4611.4611.57
Jensen Quality Growth J (JENSX)Large Growth5.9911.7810.77
T. Rowe Price Blue Chip Growth (TRBCX)Large Growth0.3013.4913.26
Delafield Fund (DEFIX)Mid-Cap Value-12.91-1.022.38
FAM Value Inv (FAMVX)Mid-Cap Growth2.0110.429.92
Vanguard Mid Cap Index Inv (VIMSX)Mid-Cap Blend-2.7110.219.90
Vanguard Mid Cap Index Inv (VO)Mid-Cap Blend-2.64%10.36%9.90
Ariel Appreciation Investor (CAAPX)Mid-Cap Blend-7.278.559.43
FPA Perennial (FPPFX)Large Blend-8.146.868.07
Meridian Growth Legacy (MERDX)Small Growth-2.798.048.08
PRIMECAP Odyssey Aggressive Growth (POAGX)Mid-Cap Growth-3.9714.1214.71
T. Rowe Price Small-Cap Value (PRSVX)Small Blend1.836.018.06
Royce Pennsylvania Mutual Invmt (PENNX)Small Blend-4.864.175.24
Vanguard Small Cap Index Inv (NAESX)Small Blend-4.098.349.25
Vanguard Small Cap Index Inv (VB)Small Blend009.25
Vanguard Small Cap Index Inv (VBR)Small Blend-1.42%9.70%9.25
Royce Special Equity Invmt (RYSEX)Small Value-5.903.066.40
Royce Smaller-Companies Growth Svc (RYVPX)Small Growth-10.594.904.75
Wasatch Small Cap Growth (WAAEX)Small Growth-7.664.967.06
Cohen & Steers Realty Shares (CSRSX)Real Estate9.0710.479.33
Cohen & Steers Realty Shares (IGE)Real Estate009.33
Cohen & Steers Realty Shares (RWX)Real Estate009.33
Cohen & Steers Realty Shares (SDY)Real Estate009.33
T. Rowe Price New Era (PRNEX)Natural Resources-7.94-1.87-3.45
Vanguard REIT Index Inv (VGSIX)Real Estate10.4610.0410.05
Vanguard REIT Index Inv (VNQ)Real Estate10.05
Fairholme (FAIRX)Large Value-10.64-0.463.38
Muhlenkamp (MUHLX)Large Blend-14.95-0.183.69
Weitz Hickory (WEHIX)Mid-Cap Blend-6.133.836.65
Dodge & Cox International Stock (DODFX)Foreign Large Blend-18.170.521.35
Oakmark International I (OAKIX)Foreign Large Blend-14.54-0.233.46
American Funds Europacific Growth A (AEPGX)Foreign Large Growth-9.713.042.26
Fidelity Spartan International Idx Inv (FSIIX)Foreign Large Blend-10.032.072.05
Fidelity Spartan International Idx Inv (VEA)Foreign Large Blend-9.04%2.52%2.05
Fidelity Spartan International Idx Inv (VEU)Foreign Large Blend-11.03%0.94%2.05
Vanguard International Growth Inv (VWIGX)Foreign Large Growth-9.702.882.31
Vanguard Total Intl Stock Index Inv (VGTSX)Foreign Large Blend-10.810.960.40
Artisan International Investor (ARTIX)Foreign Large Growth-12.602.194.54
Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX)Foreign Small/Mid Blend-6.283.050.99
T. Rowe Price International Discovery (PRIDX)Foreign Small/Mid Growth-1.058.106.93
American Funds New World A (NEWFX)Diversified Emerging Mkts-8.77-0.620.05
T. Rowe Price Emerging Markets Stock (PRMSX)Diversified Emerging Mkts-12.33-2.52-2.99
Vanguard Emerging Mkts Stock Idx Inv (VEIEX)Diversified Emerging Mkts-18.49-4.58-4.93
Vanguard Emerging Mkts Stock Idx Inv (VWO)Diversified Emerging Mkts-17.77%-3.94%-4.93
American Funds American Hi-Inc Tr A (AHITX)High Yield Bond-4.000.903.34
Dodge & Cox Income (DODIX)Intermediate-Term Bond1.812.853.59
FPA New Income (FPNIX)Nontraditional Bond0.160.761.17
Harbor Bond Institutional (HABDX)Intermediate-Term Bond1.532.203.10
Harbor Bond Institutional (TIP)Intermediate-Term Bond003.10
T. Rowe Price International Bond (RPIBX)World Bond5.93-0.31-0.53
Vanguard Inflation-Protected Secs Inv (VIPSX)Inflation-Protected Bond1.280.162.22
Vanguard Interm-Term Tx-Ex Inv (VWITX)Muni National Interm5.263.574.42
Vanguard Short-Term Bond Index Inv (VBISX)Short-Term Bond1.281.201.37
Vanguard Short-Term Bond Index Inv (BSV)Short-Term Bond1.38%1.31%1.37
Vanguard Total Bond Market Index Inv (VBMFX)Intermediate-Term Bond2.962.683.13
Vanguard Total Bond Market Index Inv (BND)Intermediate-Term Bond3.14%2.85%3.13
T. Rowe Price Capital Appreciation (PRWCX)Allocation--50% to 70% Equity5.8311.2610.99
Vanguard Wellington Inv (VWELX)Allocation--50% to 70% Equity1.937.538.50
T. Rowe Price Retirement 2020 (TRRBX)Target-Date 2020-1.416.006.46
Vanguard Target Retirement 2035 Inv (VTTHX)Target-Date 2035-2.706.747.06