Mutual Fund Recommendation Tables

Mutual Fund Recommendation Tables - 2005 Return (15% and...

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Unformatted text preview: 2005 Return (15% and Up) Category Objective Assets Fees xpense Rati Return 2005 3 Year Retur Year Return Mid Cap Value 467.60 No 1.14 25.3 31.9 6.8 Mid Cap Growth 848.80 No 1.00 22.2 16.8-0.1 Mid Cap Growth 966.20 No 1.00 22.1 16.2-4.4 Large Cap Growth 245.70 No 2.17 21.6 18.0-2.8 Mid Cap Growth 144.30 No 2.24 21.1 27.2-7.5 Large Cap Growth 128.00 Yes 1.52 20.9 15.5-0.6 Small Cap Growth 168.10 Yes 1.45 20.5 27.8 4.1 Mid Cap Growth 58.90 No 0.98 19.8 23.8-1.3 Large Cap Value 55.30 Yes 1.52 19.4 18.5 7.0 Mid Cap Value 201.20 Yes 1.27 18.9 21.8 11.6 Mid Cap Growth 318.50 Yes 1.29 18.5 21.5 7.3 Small Cap Growth 236.50 No 1.50 18.5 19.4-2.0 Large Cap Growth 130.10 No 1.02 18.2 18.9-2.5 Mid Cap Growth 272.40 Yes 1.09 18.2 26.4 1.5 Mid Cap Growth 1063.10 No 0.87 18.1 26.9-0.2 Large Cap Value 1994.70 No 0.95 18.0 24.1 6.9 Large Cap Value 1540.80 Yes 0.94 17.7 19.2 2.8 Large Cap Growth 52.90 No 1.00 17.6 18.1-0.1 Mid Cap Growth 578.50 Yes 1.40 17.6 22.0 1.8 Small Cap Growth 143.80 No 1.35 17.3 27.3 12.3 Mid Cap Growth 311.60 Yes 1.20 17.2 26.0 1.2 Mid Cap Value 285.30 Yes 1.26 17.2 40.5 24.1 Small Cap Value 3276.00 No 1.14 17.1 25.9 15.1 Mid Cap Growth 190.30 No 1.20 16.5 18.2 2.1 Large Cap Growth 614.50 Yes 1.26 16.4 22.7 0.7 Mid Cap Growth 818.50 No 0.98 16.4 17.7-0.5 Small Cap Value 1895.50 No 1.04 16.4 22.1 14.6 Large Cap Value 327.80 Yes 1.90 16.3 14.3-2.2 Large Cap Growth 58486.30 No 0.92 16.2 19.6 6.2 Large Cap Value 802.10 Yes 1.07 16.2 19.8 5.4 Mid Cap Growth 9684.20 No 0.62 16.1 19.0 1.3 Mid Cap Value 413.60 No 1.74 16.1 27.5 15.1 Small Cap Growth 126.10 Yes 1.69 16.1 24.3-0.9 Small Cap Value 1000.50 Yes 1.52 16.1 29.1 17.5 Large Cap Growth 353.70 No 1.29 16.0 20.4 1.7 Mid Cap Growth 576.30 Yes 1.08 15.9 24.9 1.2 Large Cap Growth 861.80 No 0.77 15.7 16.4-0.6 Mid Cap Value 383.60 Yes 1.41 15.7 30.6 16.1 Large Cap Growth 308.90 No 0.93 15.5 16.2-3.7 Large Cap Growth 366.90 Yes 1.16 15.5 16.4-0.8 Large Cap Growth 196.30 No 1.98 15.4 18.3-2.6 Large Cap Growth 1499.40 Yes1499....
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Mutual Fund Recommendation Tables - 2005 Return (15% and...

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