Below are top-performing stock mutual funds of 2012, based on total returns, according to Morningstar Inc. The funds are listed in the nine categories the research firm uses to group stock funds based on investment style.
Specialized stock funds that focus on sectors and industries are not included. Also excluded are leveraged funds. Managers of these frequently volatile funds invest borrowed money with the goal of earning a greater return than the interest costs from the amount borrowed.
All the funds have a minimum investment requirement of $10,000 or less, making them accessible to most average investors. All have at least $100 million in assets. Funds in each category are listed in order of return size in 2012. For comparison, the Standard & Poor’s 500 stock index returned 16 percent.
|Fund name or category||2012 return||3-year average annualized return||5-year average annualized return||Expense ratio|
|Smead Value Investor (SMVLX)||27.8%||14.6%||NA||1.40%|
|PIMCO Fundamental IndexPLUS Total Return (PIXAX)||26.5||19.9||8.6||1.19|
|PIMCO StocksPLUS Total Return (PTOAX)||25.9||17.3||5.2||1.04|
|Matthew 25 Fund (MXXVX)||31.6||24.3||11.1||1.22|
|Parnassus Fund (PARNX)||26.1||11.8||6.4||0.94|
|Federated Kaufmann Large Cap (KLCAX)||26.0||13.2||6.1||1.50|
|JHancock2 Fundamental Large Cap Value (JFVAX)||23||NA||NA||1.30|
|Dodge & Cox Stock (DODGX)||22||9.9||-0.2||0.52|
|Keeley Small-Mid Cap Value (KSMVX)||29.7||14.9||3.5||1.40|
|Fidelity Leveraged Company Stock (FLVCX)||28.8||12.8||0.8||0.85|
|Fidelity Advisor Value Strategies (FASPX)||26.4||12.8||2.1||1.35|
|Kinetics Internet No Load (WWWFX)||23.2||13.6||4.7||1.89|
|JHancock Funds2 Mid Cap Stock (JIMSX)||21.9||10.7||0.0||0.92|
|Harbor Mid Cap Growth (HIMGX)||21.5||10.4||0.1||1.22|
|Legg Mason Capital Management Opportunity (LMOPX)||39.6||1.9||-7.7||2.12|
|Hotchkis and Wiley Mid-Cap Value (HWMAX)||30.8||16.9||7.2||1.35|
|Hotchkis and Wiley Value Opportunities (HWAAX)||29.3||17.2||9.0||1.35|
|Hennessy Cornerstone Growth Investor (HFCGX)||30.3||9.0||-4.3||1.33|
|PIMCO Small Cap StocksPLUS Total Return (PCKAX)||28.1||19.1||10.9||1.09|
|Bogle Small Cap Growth (BOGLX)||26.0||15.6||3.1||1.35|
|Wasatch Micro Cap Value (WAMVX)||22.1||9.5||3.4||2.25|
|PNC Small Cap (PPCAX)||21.9||16.6||5.0||1.45|
|Federated Kaufmann Small Cap (FKASX)||21.3||11.1||1.0||1.95|
|Walthausen Small Cap Value (WSCVX)||32.1||20.8||NA||1.32|
|Aegis Value (AVALX)||25.1||15.9||7.4||1.47|
|Bridgeway Ultra-Small Company (BRUSX)||24.5||9.5||1.0||1.22|
“NA” indicates fund hasn’t operated long enough to establish 3-year or 5-year records.
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