Thanks to the worst bear market since the Depression, most of the Kiplinger 25 performed miserably over the past year. And those awful numbers have dragged down long-term earnings. Once the markets start to recover, these funds should deliver handsome returns.
In the tables below, see one-, three-, five- and 10-year returns for the funds as well as other key data.
Click on the fund name to see individual profiles of our favorites, or click the ticker symbol for a daily market snapshot of the fund.
Data through September 30, 2009US Stock Funds| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | MAX LOAD | EXPENSE RATIO |
| Akre Focus | AKREX | —% | —% | —% | —% | $2,000 / $1,000 | none% | —% | |
| Baron Small Cap | BSCFX | -3.95 | -2.58 | 3.81 | 6.2 | 6 | 2,000 / 2,000 | none | 1.32 |
| CGM Focus | CGMFX | -35.06 | 1.11 | 7.78 | 19.59 | 9 | 2,500 / 1,000 | none | 0.97 |
| Dodge & Cox Stock | DODGX | -3.68 | -8.75 | 0.82 | 5.97 | 7 | 2,500 / 1,000 | none | 0.52 |
| Fairholme Fund | FAIRX | -2.45 | 3.12 | 8.54 | — | 8 | 2,500 / 2,500 | none | 1.01 |
| Fidelity Contrafund | FCNTX | -4.22 | -1.2 | 5.07 | 4.11 | 3 | 2,500 / 500 | none | 0.94 |
| Fidelity Low-Priced Stock | FLPSX | 4.45 | -1.61 | 4.79 | 11.07 | 6 | 2,500 / 500 | none | 0.98 |
| FPA Crescent | FPACX | 2.35 | 2.74 | 6.01 | 9.77 | 1 | 1,500 / 100 | none | 1.23 |
| Longleaf Partners | LLPFX | -4.37 | -8.07 | -0.54 | 4.76 | 9 | 10,000 / 10,000 | none | 0.9 |
| Pimco CommodityRealRet Strat D | PCRDX | -19.76 | -3.9 | -0.46 | — | 9 | 1,000 / — | none | 1.24 |
| Primecap Odyssey Growth | POGRX | 6.2 | -0.63 | — | — | 4 | 2,000 / 1,000 | none | 0.71 |
| Selected American Shares S | SLASX | -6.33 | -5.43 | 1.53 | 2.86 | 6 | 1,000 / 1,000 | none | 0.92 |
| T. Rowe Price Equity Income | PRFDX | -7.16 | -5.27 | 1.44 | 3.67 | 5 | 2,500 / 1,000 | none | 0.69 |
| T. Rowe Price Mid-Cap Growth | RPMGX | 3.63 | 1.27 | 6.27 | 7.1 | 6 | 2,500 / 1,000 | none | 0.82 |
| T. Rowe Price Small-Cap Value | PRSVX | -9.51 | -2.42 | 4.1 | 10.65 | 6 | 2,500 / 1,000 | none | 0.85 |
| Vanguard Selected Value | VASVX | 3.05 | -3.83 | 3.97 | 8.02 | 5 | 25,000 / 25,000 | none | 0.38 |
Data through September 30, 2009International Stock Funds| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | MAX LOAD | EXPENSE RATIO |
| Artio International Equity II A | JETAX | 1.18% | -1.7% | —% | —% | 6 | $1,000 / $100 | none% | 1.21% |
| Dodge & Cox Intl Stock | DODFX | 6.77 | -1.42 | 8.34 | — | 9 | 2,500 / 1,000 | none | 0.64 |
| Marisco Global | MGLBX | -2.15 | — | — | — | 10 | 2,500 / 1,000 | none | 0.75 |
| T. Rowe Price Emg Mkts Stock | PRMSX | 12.54 | 4.94 | 16.06 | 12.52 | 10 | 2,500 / 1,000 | none | 1.24 |
Data through September 30, 2009Bond Funds| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | MAX LOAD | EXPENSE RATIO |
| Dodge & Cox Income | DODIX | 17.88% | 6.59% | 5.28% | 6.63% | 5 | $2,500 / $1,000 | none% | 0.43% |
| Fidelity Intermediate Municipal Income | FLTMX | 10.39 | 4.93 | 4.26 | 5.25 | 3 | 10,000 / — | none | 0.38 |
| Harbor Bond Institutional | HABDX | 18.47 | 8.47 | 6.43 | 7.24 | 4 | 1,000 / 1,000 | none | 0.55 |
| Loomis Sayles Bond | LSBRX | 19.46 | 4.37 | 6.19 | 8.5 | 9 | 2,500 / 2,500 | none | 0.94 |
| Vanguard Infl-Protected Secs | VIPSX | 4.5 | 5.16 | 4.46 | — | 7 | 3,000 / 3,000 | none | 0.2 |