[Fund Index | Funds By Family | Fund Top Performers]

Mutual Fund Top Performers - Moderate AllocationAs of 30-Sep-08
Select a symbol for a detailed quote and links to additional information.

Top Performers - 3 Month (out of 1256)
Fund NameSymbolReturn
Villere Balanced
VILLX
1.08%
Intrepid Capital
ICMBX
1.07%
Changing Parameters
CPMPX
0.80%
  

Top Performers - 1 Year (out of 1162)
Fund NameSymbolReturn
SmartGrowth Lipper OPT Mdrt Index A
LPMAX
0.48%
  
Top Performers - 3 Year (out of 944)
Fund NameSymbolAnn. Ret.
Old Westbury Real Return
OWRRX
9.28%
JHancock Balanced I
SVBIX
7.21%
JHancock Balanced A
SVBAX
6.73%
JHancock Balanced C
SVBCX
5.99%
JHancock Balanced B
SVBBX
5.97%
Oakmark Equity & Income I
OAKBX
5.84%
Oakmark Equity & Income II
OARBX
5.49%
Leuthold Core Investment
LCORX
5.48%
Intrepid Capital
ICMBX
5.22%
AFBA 5Star Balanced I
AFBAX
5.06%

Top Performers - 5 Year (out of 723)
Fund NameSymbolAnn. Ret.
Bruce
BRUFX
13.06%
Leuthold Core Investment
LCORX
10.06%
JHancock Balanced I
SVBIX
9.87%
JHancock Balanced A
SVBAX
9.38%
Oakmark Equity & Income I
OAKBX
9.09%
ING T. Rowe Price Cap Apprec I
ITRIX
8.93%
Oakmark Equity & Income II
OARBX
8.75%
ING T. Rowe Price Cap Apprec S
ITCSX
8.66%
AFBA 5Star Balanced I
AFBAX
8.64%
JHancock Balanced C
SVBCX
8.62%
  

Get Morningstar's portfolio tools, data, and editorial insights, plus Analyst Reports on 1,450 stocks and 2,000 funds. Start your free 14-day trial today.

Copyright © 2008 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service
Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI).
Data is provided for informational purposes only, and is not intended for trading purposes.
Although data are gathered from sources believed to be reliable, Yahoo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance, and the return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Data and information is provided for informational purposes only, and is not intended for trading purposes. Yahoo and its content providers accept no liability for reliance on this data.