Mutual funds tables Annotated

Mutual funds tables Annotated - Table A Mid Cap Value Mid...

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Table A is the top funds in the 2005 return category organized between 15 and 25.3 percent color coded based category and objective. This table works very well because it gives you a feeling of how many different funds there are and what type dominates. This table of course only works for a 2007 discussion of mutual funds. This table is intended to show what funds have done the best out of all 837 funds in the category of 2005 return. The numbers in this table were all evaluated and complied by the company commissioned to do so in a timely manner. This table really helped us figure out the perfect recommendations for each type of investor. Table A 2005 Return (15% and Up) Category Objective Assets Fees E.R. Return 2005 3 Year Return 5 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 1063.1 0 No 0 .87 18.1 26.9 -0.2 Large Cap Value 1994.7 0 No 0 .95 18.0 24.1 6.9 Large Cap Value 1540.8 0 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 9684.2 0 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
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Mutual funds tables Annotated - Table A Mid Cap Value Mid...

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