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Kiplinger 25 for 2009
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.
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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 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
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 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
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 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..