| Fund name | Type | % total returns | Expense ratio | Assets (mil.$) | ||||
|---|---|---|---|---|---|---|---|---|
| Daily | YTD | 1 year | 3 years | 5 years | ||||
| American Funds Growth Fund of Amer A | LG | –0.50 | +1.40 | +17.00 | –0.70 | +2.90 | 0.69 | 66,606 |
| Vanguard Total Stock Mkt Idx Inv | LB | –0.60 | +3.50 | +21.30 | +2.20 | +3.50 | 0.17 | 63,574 |
| Fidelity Contrafund | LG | –0.40 | +0.90 | +17.60 | +1.00 | +4.90 | 0.91 | 63,341 |
| Vanguard Institutional Index Instl | LB | –0.60 | +3.30 | +19.80 | +1.50 | +2.80 | 0.05 | 59,613 |
| Vanguard 500 Index Admiral | LB | –0.60 | +3.30 | +19.80 | +1.50 | +2.80 | 0.06 | 55,332 |
| American Funds Invmt Co of Amer A | LB | –0.60 | +1.60 | +17.00 | +1.10 | +2.10 | 0.61 | 49,434 |
| Dodge & Cox Stock | LV | –0.50 | +3.40 | +19.50 | +0.20 | 0.00 | 0.52 | 45,565 |
| American Funds Washington Mutual A | LV | –0.70 | +5.60 | +21.80 | +1.80 | +2.50 | 0.70 | 40,746 |
| American Funds Fundamental Investors A | LB | –0.60 | +3.20 | +20.30 | 0.00 | +4.10 | 0.64 | 35,358 |
| Fidelity Growth Company | LG | –0.70 | +5.50 | +26.90 | +3.20 | +7.20 | 0.89 | 30,427 |
| Fidelity Spartan 500 Index Inv | LB | –0.70 | +3.30 | +19.80 | +1.40 | +2.80 | 0.10 | 28,073 |
| T. Rowe Price Growth Stock | LG | –0.60 | +1.00 | +19.70 | +1.90 | +4.50 | 0.70 | 24,310 |
| Vanguard Windsor II Investor | LV | –0.70 | +4.50 | +19.20 | +1.70 | +1.90 | 0.35 | 21,555 |
| T. Rowe Price Equity Income | LV | –0.70 | +2.40 | +17.70 | +2.30 | +2.60 | 0.68 | 20,775 |
| Davis NY Venture A | LB | –0.50 | +0.10 | +15.00 | –0.80 | +1.40 | 0.89 | 19,609 |
| Fidelity Magellan | LG | –0.40 | –0.90 | +14.80 | –4.60 | +0.70 | 0.59 | 18,717 |
| Vanguard PRIMECAP Inv | LG | –0.70 | +2.00 | +20.50 | +1.90 | +5.30 | 0.45 | 18,304 |
| Fairholme | LV | –0.60 | –11.20 | +6.00 | +4.30 | +6.20 | 1.00 | 16,025 |
| American Funds AMCAP A | LG | –0.40 | +3.30 | +19.90 | +4.80 | +3.90 | 0.73 | 15,180 |
| American Funds American Mutual A | LV | –0.60 | +4.20 | +18.00 | +3.20 | +3.80 | 0.63 | 14,623 |
| 3-year and 5-year returns are annualized. 06/22/2011 Leaders and laggards are among funds with at least $50 million in assets and include no more than one class of any fund. Fund types in this category: LB Large Blend. LG Large Growth. LV Large Value. NA Not available. YTD Year to date. | ||||||||
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