Money 70: The best mutual funds you can buy
These funds are built to last, no matter what the market brings. Use them to create a steel-plated portfolio that will get you to your goals.
Money Magazine's list of recommended funds is not about aiming for the highest short-term returns. Our lineup is designed to let you build a well-balanced portfolio that will help you reach your most important financial goals, like putting your kids through college, starting a business or achieving a comfortable retirement.
We focus on criteria that have real predictive value: low expenses, a strong record for putting share-holder interests first, a consistent investment strategy and experienced managers.
A fund that meets our standards typically ends up delivering above-average returns - over the past five years, 73 percent of the actively managed funds on our roster outperformed their category average. Even in 2007's difficult market, 57 percent delivered returns that rank in the top half of their category.
The Money 70 is designed to help you construct all aspects of your portfolio. It includes a range of actively managed stock and bond funds, as well as low-cost index and exchange-traded funds. Or you can put your investments on cruise control with one of our target-date retirement portfolios, which give you a preset mix of funds that automatically becomes more conservative as you near retirement.
See more on how we picked the funds and what changes we've made since last year.
 |
| AMCPX |
American Funds Amcap A |
3.3% |
7.2% |
10.4% |
0.7% |
$250 |
Growth |
| AMRMX |
American Funds American Mutual A |
0.9% |
7.7% |
9.9% |
0.6% |
$250 |
Value |
| FMIHX |
FMI Large Cap |
1.1% |
9.7% |
13.8% |
1.0% |
$1,000 |
Blend |
| JENSX |
Jensen J |
4.4% |
5.8% |
6.9% |
0.8% |
$2,500 |
Growth |
| MAVFX |
Matrix Advisors Value |
-3.5% |
5.3% |
10.0% |
1.0% |
$1,000 |
Blend |
| SLASX |
Selected American Shares S |
1.7% |
9.1% |
12.7% |
0.9% |
$1,000 |
Blend |
| SSHFX |
Sound Shore |
0.4% |
8.4% |
12.7% |
0.9% |
$10,000 |
Value |
| TRBCX |
T. Rowe Price Blue Chip Growth |
8.6% |
8.9% |
11.3% |
0.8% |
$2,500 |
Growth |
| PRFDX |
T. Rowe Price Equity Income |
0.8% |
8.3% |
11.5% |
0.7% |
$2,500 |
Value |
| VWNFX |
Vanguard Windsor II |
-0.2% |
8.5% |
13.1% |
0.3% |
$10,000 |
Value |
|
| FAMVX |
FAM Value Inv |
-5.1% |
3.9% |
9.2% |
1.2% |
$500 |
Blend |
| FPPFX |
FPA Perennial |
2.6% |
7.3% |
13.5% |
0.9% |
$1,500 |
Blend |
| FAIRX |
Fairholme |
13.8% |
14.5% |
17.9% |
1.0% |
$2,500 |
Blend |
| FDVLX |
Fidelity Value |
-2.4% |
9.7% |
15.0% |
0.7% |
$2,500 |
Value |
| JMCVX |
Janus Mid Cap Value Investor |
4.8% |
11.1% |
16.2% |
0.9% |
$2,500 |
Value |
| MERDX |
Meridian Growth |
-0.7% |
6.7% |
13.8% |
0.8% |
$1,000 |
Growth |
| POAGX |
PRIMECAP Odyssey Aggressive Growth |
-6.2% |
9.2% |
N/A% |
1.0% |
$2,000 |
Growth |
|
| BRSVX |
Bridgeway Small-Cap Value N |
2.0% |
12.2% |
N/A% |
0.9% |
$2,000 |
Value |
| PENNX |
Pennsylvania Mutual Inv |
-1.1% |
9.7% |
15.8% |
0.9% |
$2,000 |
Blend |
| RYVPX |
Royce Value Plus Service |
0.1% |
12.1% |
24.4% |
1.3% |
$2,000 |
Growth |
| PRNHX |
T. Rowe Price New Horizons |
2.4% |
8.0% |
15.7% |
0.8% |
$2,500 |
Growth |
|
| BRAIX |
Bridgeway Aggressive Investors 2 |
26.4% |
17.4% |
20.4% |
1.2% |
$2,000 |
|
| MUHLX |
Muhlenkamp |
-11.8% |
0.2% |
11.4% |
1.1% |
$1,500 |
|
| WEHIX |
Weitz Hickory |
-16.7% |
1.6% |
12.7% |
1.2% |
$2,500 |
|
|
| CSRSX |
Cohen & Steers Realty Shares |
-23.5% |
7.8% |
17.7% |
1.0% |
$10,000 |
Real estate |
| PRNEX |
T. Rowe Price New Era |
44.8% |
29.6% |
29.2% |
0.7% |
$2,500 |
Natural resources |
| TAREX |
Third Avenue Real Estate Value |
-11.2% |
10.4% |
18.1% |
1.1% |
$10,000 |
Real Estate |
|
| AEPGX |
American Funds EuroPacific Gr A |
17.5% |
20.9% |
21.7% |
0.8% |
$250 |
Large Blend |
| NEWFX |
American Funds New World A |
33.0% |
29.8% |
29.3% |
1.0% |
$250 |
Large Growth |
| ARTIX |
Artisan International Inv |
17.6% |
20.8% |
20.5% |
1.2% |
$1,000 |
Large Growth |
| DODFX |
Dodge & Cox International Stock |
9.7% |
18.7% |
25.3% |
0.7% |
$2,500 |
Large Value |
| OAKIX |
Oakmark International I |
-4.5% |
12.8% |
17.6% |
1.1% |
$1,000 |
Large Value |
| PRMSX |
T. Rowe Price Emerging Markets Stock |
43.4% |
38.5% |
37.0% |
1.2% |
$2,500 |
Emerging markets |
| PRIDX |
T. Rowe Price International Discovery |
14.6% |
23.7% |
30.2% |
1.2% |
$2,500 |
Small-cap, Midcap |
| TAVIX |
Third Avenue International Value |
2.2% |
12.4% |
22.2% |
1.4% |
$10,000 |
Value |
| VWIGX |
Vanguard International Growth |
13.2% |
18.6% |
20.5% |
0.5% |
$3,000 |
Large Blend |
|
| DODIX |
Dodge & Cox Income |
4.8% |
4.2% |
4.5% |
0.4% |
$2,500 |
Core |
| FPNIX |
FPA New Income |
6.5% |
4.3% |
4.7% |
0.6% |
$1,500 |
Core |
| HABDX |
Harbor Bond Instl |
9.6% |
5.6% |
5.5% |
0.6% |
$1,000 |
Core |
| VIPSX |
Vanguard Inflation-Protected Secs |
12.7% |
5.6% |
6.7% |
0.2% |
$3,000 |
Core |
|
| AHITX |
American Funds American Hi Inc Tr A |
0.3% |
5.4% |
10.2% |
0.7% |
$250 |
Specialty |
| RPIBX |
T. Rowe Price International Bond |
12.8% |
4.2% |
8.0% |
0.8% |
$2,500 |
N/A |
| VWITX |
Vanguard Interm-Term Tax-Ex |
4.3% |
3.6% |
3.8% |
0.2% |
$3,000 |
Specialty |
| Data as of: January 7, 2008 |
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