Friday, February 23, 2007

Large & Mid Cap Mutual Funds that Outperformed S&P 500 over 1,3,5 & 10 Years

Manager Returns through January 2007. Funds in Bold also outperformed their style benchmarks for the same periods. 1 year3 years5 years10 years returns
AIM Leisure Inv 25.60% 12.54% 9.93% 15.00%
Alger Capital Appr Instl I 16.15% 13.55% 6.95% 11.41%
Allegiant Large Cap Value I 17.29% 14.96% 10.58% 9.24%
Allianz OCC Value Instl 19.25% 12.09% 9.68% 13.08%
Amana Trust Income 15.88% 19.04% 12.99% 9.66%
Am Beacon Lg Cp Vle Inst 17.46% 15.87% 12.89% 9.82%
Ameri Century Equ Inc Inv 17.60% 11.38% 10.50% 12.22%
Am Century Inc & Grth Inv 15.90% 11.39% 8.39% 8.78%
Am Century Value Inv 17.57% 12.24% 10.49% 10.87%
Am Funds Am Mutual A 15.34% 10.84% 8.29% 9.27%
Am Funds Wash Mutual A 16.51% 10.43% 7.93% 9.52%
Aston/Optimum Mid Cap N 14.82% 12.26% 11.78% 11.96%
Baron Asset 17.46% 18.11% 12.39% 9.30%
Baron Partners 24.07% 25.72% 19.04% 14.73%
Barrett Opportunity 17.89% 14.68% 9.72% 9.54%
BB&T Large Cap I 18.36% 13.43% 8.32% 8.61%
BlackRock Basic Value I 20.71% 11.91% 9.98% 9.51%
BlackRock Focus Value I 18.93% 12.35% 9.36% 11.83%
BlackR Mid-Cap Value A 17.48% 17.24% 12.33% 12.84%
Columbia Disci Value T 19.28% 15.11% 7.33% 8.61%
Columbia L Cap Value Z 14.91% 13.10% 9.80% 8.01%
Concorde Value 16.21% 11.25% 6.98% 8.00%
Consult Grp L Cap Value E 17.53% 12.76% 8.78% 8.49%
Credit Suisse L Cap Value A 18.90% 12.94% 9.23% 9.87%
Davis NY Venture A 14.70% 12.43% 10.56% 10.18%
Delafield 15.96% 16.28% 15.63% 13.25%
Delaware P L-Cap Value Eq 21.87% 12.39% 9.58% 8.94%
DFA U.S. Large Cap Value 18.07% 16.60% 12.78% 11.84%
DFA U.S. Large Cap Value II18.25% 16.73% 12.89% 11.87%
DFA U.S. Large Cap Value III18.23% 16.74% 12.93% 11.99%
Diversif Value & Income Inv 17.36% 12.20% 9.08% 9.32%
Dodge & Cox Stock 16.28% 14.88% 13.33% 14.05%
Dreyfus Prem Core Value A 19.80% 11.93% 7.49% 8.46%
Dreyfus Prem Strat Value A 18.42% 14.36% 10.41% 10.25%
DWS Equity Partners A 17.03% 11.29% 10.26% 9.94%
Eaton Vance L-Cap Value A 17.53% 15.61% 10.32% 11.50%
Evergreen Discip Value I 17.77% 14.29% 9.74% 9.60%
Federated Stock 16.24% 10.68% 7.72% 8.94%
Fidelity Adv Equity Income I 14.91% 11.84% 9.37% 9.58%
Fidelity Equity-Income 17.55% 12.23% 9.27% 9.12%
Fidelity Exchange 17.31% 11.56% 8.56% 8.18%
Fidelity Select Air Transpor 24.29% 21.73% 11.25% 15.39%
Fidelity Select Chemicals 16.81% 18.77% 15.84% 10.25%
Fidelity Select Consumer St 21.73% 14.73% 9.76% 9.14%
Fidelity Select Defense & A 20.96% 20.50% 16.40% 14.89%
Fidelity Select Leisure 17.64% 12.51% 11.32% 12.21%
Fidelity Select Retailing 16.25% 14.08% 9.76% 11.60%
Fidelity Value Strategies 14.54% 10.54% 11.48% 12.21%
Fifth Third Mu Cap Va Adv 15.35% 12.92% 12.12% 11.40%
First American Equity Inc A 17.28% 10.82% 7.63% 8.53%
First Eagle Fund of Amer Y 16.81% 13.06% 10.76% 11.88%
Gabelli Asset AAA 20.45% 14.49% 11.80% 12.75%
Gabelli Equity Income AAA 16.74% 12.51% 11.63% 11.22%
Gabelli Value A 20.55% 11.64% 10.05% 13.50%
Goldm Sachs MCap Val Inl 15.37% 18.85% 15.74% 14.16%
Harbor Large Cap Value Instl 15.67% 11.13% 7.72% 8.88%
Hartford Div & Grth HLS IA 17.45% 13.05% 9.48% 9.94%
Hartford Value Opportu N 15.23% 13.19% 9.79% 9.29%
HighMark Value MomentFid 17.31% 13.60% 9.50% 8.57%
Homestead Value 14.74% 15.02% 11.67% 9.84%
ING Corporate Leaders Tr B 15.99% 15.95% 12.05% 9.01%
ING T. Rowe Price Equ Inc S 17.72% 12.34% 9.40% 8.35%
JPMorgan Div Mi Cap Val Sl 15.97% 14.29% 12.11% 12.70%
JPMorgan Equity Income Sel 21.25% 12.63% 8.10% 7.95%
Legg Mason Part Inve Val A 15.85% 10.48% 7.82% 9.43%
Longleaf Partners 19.83% 11.15% 11.28% 12.81%
Loomis Sayles Value Instl 21.97% 17.64% 11.85% 8.93%
Lord Abbett Affiliated A 14.52% 11.08% 8.02% 9.62%
Madison Mosaic Mid-Cap 15.55% 11.29% 9.80% 11.17%
MainStay ICAP Equity I 16.02% 13.98% 8.43% 9.46%
Managers Value 16.18% 11.55% 7.21% 8.44%
Manning Napier Pro Blmaxt 15.22% 13.33% 10.27% 11.42%
Manning Napier Tax ManaA 18.20% 14.36% 9.99% 10.74%
MassMutual Premier Value L 15.54% 11.76% 8.69% 8.01%
Meridian Value 15.62% 11.98% 11.24% 17.86%
MFS Value A 18.97% 13.98% 10.27% 12.01%
Mor Stanley L Cap Re Val A 15.11% 13.50% 8.52% 10.11%
Mor Stanley I Md Cp Value I 21.58% 17.07% 11.32% 12.64%
Morgan Stanley Inst Value 17.97% 12.94% 9.35% 8.53%
Munder Large Cap Value Y 15.90% 13.15% 9.65% 8.17%
Mutual Beacon Z 21.13% 15.61% 12.39% 11.91%
Mutual Qualified Z 19.62% 16.33% 12.70% 11.95%
Mutual Shares Z 18.04% 14.70% 11.62% 11.39%
Neub Berman Socia Resp Inv 14.66% 11.93% 11.14% 9.07%
Old Mut Anal U.S. Lg/Sht Z 21.90% 13.12% 7.30% 9.32%
Pioneer A 16.01% 11.94% 7.16% 9.34%
Pioneer Equity-Income A 22.64% 15.46% 10.03% 10.04%
Princ Inv Equity Income I A 16.26% 15.17% 12.13% 11.05%
Putnam Equity Income A 17.40% 12.38% 9.62% 9.32%
Putnam New Value A 16.29% 12.39% 10.23% 9.39%
RSI Reti Trust Value Equity 16.19% 12.01% 8.10% 10.10%
SEI I Mgd La Cap Value A 18.12% 14.07% 10.16% 9.60%
Selected American Shares S 14.76% 12.02% 10.14% 10.52%
Sound Shore 16.18% 12.23% 10.71% 10.11%
State Farm Growth 14.89% 10.45% 7.57% 8.11%
STI Class L Cap Rel Value I 16.72% 13.48% 8.95% 9.18%
STI Class L Cap Value Equi 19.43% 13.19% 9.44% 8.56%
T. Rowe Price Equity Income 17.88% 12.55% 9.67% 9.99%
T. Rowe Price Value 17.93% 13.52% 10.22% 10.95%
Target L Cap Value 17.30% 14.85% 12.62% 10.02%
TCW Dividend Focused N 17.73% 13.21% 12.05% 11.76%
T Boston Co L Cap Core 14.93% 10.74% 8.09% 8.22%
Thornburg Value A 21.40% 13.15% 9.08% 11.98%
UBS PACE L Co Val Eq P 15.32% 14.02% 9.94% 7.95%
Van Kampen AmerValue A 17.43% 15.40% 12.02% 10.87%
Van Kampen Comstock A 16.74% 12.17% 8.76% 11.87%
Vanguard Equity-Income 18.77% 12.78% 9.11% 9.61%
Vanguard Value Index 19.44% 14.43% 10.36% 9.07%
Vanguard Windsor 17.70% 12.04% 9.48% 9.29%
Vanguard Windsor II 17.19% 13.97% 10.90% 9.89%
Weitz Hickory 21.15% 13.98% 11.27% 11.97%
Weitz Partners Value 22.60% 10.94% 8.16% 14.14%
Weitz Value 21.78% 10.73% 8.64% 14.13%
Wells Far Ad CB Lg Cap Val 20.31% 11.11% 10.64% 11.19%
Wells Far Adv Div Income In 15.60% 13.24% 8.11% 9.62%
Wells Far Adv U.S. Val Z 16.06% 10.86% 8.61% 8.72%
Westwood Equity AAA 15.48% 15.14% 9.26% 9.45%
Wilshire Lar Co Value Invmt 15.56% 13.00% 9.85% 8.96%
S&P 500 14.51% 10.32% 6.82% 7.93%

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