SALON

Thursday, Jan 3, 2013 11:00 PM UTC

Top-performing stock mutual funds of 2012

By

Topics: From the Wires,

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
Large-Cap Blend ——— ——— ——— ———
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
Large-Cap Growth ——— ——— ——— ———
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
Large-Cap Value ——— ——— ——— ———
Fairholme (FAIRX) 35.8 4.8 2.4 1.01
JHancock2 Fundamental Large Cap Value (JFVAX) 23 NA NA 1.30
Dodge & Cox Stock (DODGX) 22 9.9 -0.2 0.52
Mid-Cap Blend ——— ——— ——— ———
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
Mid-Cap Growth ——— ——— ——— ———
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
Mid-Cap Value ——— ——— ——— ———
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
Small-Cap Blend ——— ——— ——— ———
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
Small-Cap Growth ——— ——— ——— ———
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
Small-Cap Value ——— ——— ——— ———
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

Note:

“NA” indicates fund hasn’t operated long enough to establish 3-year or 5-year records.

Next Article

Related Stories

More Related Stories

Featured Slide Shows

The week in 10 pics

close X
  • Share on Twitter
  • Share on Facebook
  • Thumbnails
  • Fullscreen
  • 1 of 11
  • Lisa Montgomery embraces her nephew Thursday after a tornado tore apart her home in Cleburne, Texas. The twister killed six people and destroyed entire swaths of the North Texas town.
    Credit: AP/LM Otero

  • Jack McMahon, the defense attorney for abortion doctor Kermit Gosnell, speaks outside the Criminal Justice Center in Philadelphia Tuesday. His client was convicted of killing three babies in his clinic, and will serve multiple life sentences.
    Credit: AP/Matt Rourke

  • A photo taken Monday captures Vice President Joe Biden's response to a Milwaukee second-grader's innovative proposal to end America's epidemic of gun violence. This guy!
    Credit: AP/Jenny Aicher

  • Sen. Rand Paul, R-Ky., flanked by a grouper-eyed Michele Bachmann, addresses the IRS' admission that it targeted Tea Party groups in advance of the 2012 election. In an op-ed for CNN Thursday, the Kentucky senator slammed the president for his faux outrage.
    Credit: AP/Molly Riley

  • Ousted IRS chief Steven Miller is sworn in on Capitol Hill Friday. Miller testified before the House Ways and Means Committee on the extra scrutiny the agency gave conservative groups applying for tax-exempt status.
    Credit: AP/J. Scott Applewhite

  • Attorney General Eric Holder pauses as he testifies on Capitol Hill before the House Judiciary Committee Wednesday. Holder is under fire, among other things, for the Justice Department's gathering of phone records at the Associated Press.
    Credit: AP/Carolyn Kaster

  • O.J. Simpson sits during an evidentiary hearing at Clark County District Court in Las Vegas, Nev., Thursday. Simpson, who is currently serving a nine-to-33-year sentence in state prison for armed robbery and kidnapping, is using a writ of habeas corpus to seek a new trial.
    Credit: AP/Las Vegas Review-Journal/Jeff Scheid

  • Major Tom to ground control: On Sunday astronaut Chris Hadfield recorded the first music video from space, a cover of David Bowie's "Space Oddity."
    Credit: AP/NASA/Chris Hadfield

  • When it rains it pours. President Barack Obama speaks during a news conference Thursday with Turkish Prime Minister Recep Tayyip Erdogan, inexplicably inspiring an #umbrellagate Twitter meme.
    Credit: AP/Jacquelyn Martin

  • A smoke plume rises high above a road block at the intersection of County A and Ross Road east of Solon Springs, Wis., Tuesday. No injuries were reported, but the the wildfire caused evacuations across northwestern Wisconsin.
    Credit: AP/The Duluth News-Tribune/Clint Austin

  • Recent Slide Shows

  • Share on Twitter
  • Share on Facebook
  • Thumbnails
  • Fullscreen
  • 1 of 11

Related Videos

Comments

 0 Comments

Comment Preview

Your name will appear as username

You may use these HTML tags and attributes: <a href=""> <b> <em> <strong> <i> <blockquote>

follow salon

Most Read

Popular on Reddit

links from salon.com

From Around the Web

Presented by Scribol
listener_new_rect The Listener: So long, Sookie Stackhouse

Recommendations