The Most Consistent Funds

You can measure a fund's consistency in a variety of ways. We asked Morningstar to help us identify consistent performers from four different perspectives. Select one of the descriptions below. Then scroll down to the table to view funds that meet that set of criteria.

Index Beaters:
Funds that have beaten their benchmarks in at least 85% of calendar years since 1990

Index Beaters 2:
Funds that are at least five years old and have outpaced their benchmarks in at least 85% of rolling 12-month periods

In the Black:
Funds that delivered positive total returns in at least 90% of calendar years, including the first half of 2007

10% or Bust:
Funds that have delivered double-digit returns in at least 80% of calendar years and at least 5% in the first half of 2007

Click the fund symbol for a more-detailed snapshot of the fund.

FUND NAME	SYMBOL	CATEGORY	INCEPTION	BENCHMARK	# OF ANNUAL RETURNS	# OF YEARS BEATING BENCHMARKS	% OF YEARS BEATING BENCHMARKS
Driehaus Emerging Markets Growth	DREGX	Diversified Emerging Mkts	12/07/1999	MSCI EMID	9	9	100.00%
GMO Emerging Countries III	GMCEX	Diversified Emerging Mkts	08/05/1999	MSCI EMID	9	9	100.00
Cambiar Opportunity Inv	CAMOX	Large Blend	06/06/2000	Rus 1000	8	8	100.00
Eaton Vance Tax-Managed Emg Mkts I	EITEX	Diversified Emerging Mkts	06/06/2000	MSCI EMID	8	8	100.00
Goldman Sachs Equity Growth Strategy A	GAPAX	World Stock	01/02/1998	MSCI Wld Ndtr_D	8	8	100.00
Target Growth Allocation A	PHGAX	Large Blend	11/06/1999	Rus 1000	8	8	100.00
Turner Emerging Growth	TMCGX	Small Growth	02/03/2000	Rus 2000Growth	8	8	100.00
DFA Tax-Managed Intl Value	DTMIX	Foreign Large Value	04/04/2000	MSCI Wld ex-US Ndtr_D	7	7	100.00
JHT U.S Large Cap Trust Series I	JEULX	Large Growth	05/03/1999	Rus 1000Growth	7	7	100.00
Oakmark Global I	OAKGX	World Stock	08/04/1999	MSCI Wld Ndtr_D	7	7	100.00
SA International HBtM	SAHMX	Foreign Large Value	08/05/1999	MSCI Wld ex-US Ndtr_D	7	7	100.00
AIM International Small Company A	IEGAX	Foreign Small/Mid Growth	08/07/2002	MSCI Wld ex-US Ndtr_D	6	6	100.00
Columbia Marsico 21st Century A	NMTAX	Large Growth	04/10/2000	Rus 1000Growth	6	6	100.00
Dreyfus Premier Enterprise A	DPMGX	Small Growth	11/03/2002	Rus 2000Growth	6	6	100.00
Fidelity Advisor Leveraged Co Stk A	FLSAX	Mid-Cap Blend	12/03/2002	S&PMid400	6	6	100.00
Fidelity Leveraged Company Stock	FLVCX	Mid-Cap Blend	12/07/2001	S&PMid400	6	6	100.00
Hartford Global Health A	HGHAX	Specialty-Health	05/01/2000	DJ Health	6	6	100.00
Hartford Global Health HLS IA	HIAHX	Specialty-Health	05/01/2000	DJ Health	6	6	100.00
ING Capital Guardian U.S. Eq S	ICGTX	Large Growth	02/01/2000	Rus 1000Growth	6	6	100.00
IXIS AEW Real Estate Y	NRFYX	Specialty-Real Estate	09/01/2000	DJ Wil REIT	6	6	100.00
Marsico 21st Century	MXXIX	Large Growth	02/01/2000	Rus 1000Growth	6	6	100.00
Nationwide Inv Destinations Aggr A	NDAAX	Large Growth	03/06/2002	Rus 1000Growth	6	6	100.00
Principal Inv Intl Emerg Mkts AdvPfd	PEAPX	Diversified Emerging Mkts	12/06/2000	MSCI EMID	6	6	100.00
The Boston Company Intl Small Cap	SDISX	Foreign Small/Mid Value	01/07/2002	MSCI Wld ex-US Ndtr_D	6	6	100.00
AllianceBernstein Global Value A	ABAGX	World Stock	03/06/2003	MSCI Wld Ndtr_D	5	5	100.00
AllianceBernstein Intl Val A	ABIAX	Foreign Large Value	03/06/2003	MSCI Wld ex-US Ndtr_D	5	5	100.00
Allianz NACM International Instl	NAISX	Foreign Large Blend	05/07/2001	MSCI Wld ex-US Ndtr_D	5	5	100.00
Artisan International Small Cap	ARTJX	Foreign Small/Mid Growth	12/09/2002	MSCI Wld ex-US Ndtr_D	5	5	100.00
Dodge & Cox International Stock	DODFX	Foreign Large Value	05/01/2001	MSCI Wld ex-US Ndtr_D	5	5	100.00
FMI Large Cap	FMIHX	Large Blend	12/07/2003	Rus 1000	5	5	100.00
Henderson European Focus A	HFEAX	Europe Stock	08/07/2003	MSCI Eur Ndtr_D	5	5	100.00
ING Global Real Estate A	IGLAX	Specialty-Real Estate	11/05/2001	DJ Wil REIT	5	5	100.00
Nationwide Global Financial A	GLFAX	Specialty-Financial	12/06/2002	DJ Financial	5	5	100.00
Pearl Aggressive Growth	PFAGX	World Stock	07/02/2001	MSCI Wld Ndtr_D	5	5	100.00
Pearl Total Return	PFTRX	World Stock	07/02/2001	MSCI Wld Ndtr_D	5	5	100.00
Royce Value Plus Service	RYVPX	Small Growth	06/02/2002	Rus 2000Growth	5	5	100.00
Thrivent Partner Small Cap Value A	AALVX	Small Blend	07/05/2002	Rus 2000	5	5	100.00
Turner Core Growth I	TTMEX	Large Growth	02/04/2003	Rus 1000Growth	5	5	100.00
Lazard Emerging Markets Instl	LZEMX	Diversified Emerging Mkts	07/03/1995	MSCI EMID	12	11	91.67
SSgA Emerging Markets	SSEMX	Diversified Emerging Mkts	03/01/1994	MSCI EMID	12	11	91.67
Royce Heritage Service	RGFAX	Small Blend	12/03/1997	Rus 2000	11	10	90.91
Marshall Small-Cap Growth Inv	MRSCX	Small Growth	09/04/1996	Rus 2000Growth	10	9	90.00
AIM European Growth A	AEDAX	Europe Stock	11/03/1997	MSCI Eur Ndtr_D	9	8	88.89
BlackRock International Opp A	BREAX	Foreign Small/Mid Growth	09/02/1999	MSCI Wld ex-US Ndtr_D	9	8	88.89
Columbia Marsico Focused Eq A	NFEAX	Large Growth	12/07/1999	Rus 1000Growth	9	8	88.89
Hartford MidCap HLS IA	HIMCX	Mid-Cap Growth	07/02/1998	Rus MidGrowth	9	8	88.89
Marsico Growth	MGRIX	Large Growth	12/07/1999	Rus 1000Growth	9	8	88.89
MFS International New Discovery A	MIDAX	Foreign Small/Mid Growth	10/09/1997	MSCI Wld ex-US Ndtr_D	9	8	88.89
Oppenheimer International Small Co A	OSMAX	Foreign Small/Mid Growth	11/05/1998	MSCI Wld ex-US Ndtr_D	9	8	88.89
RS Emerging Markets A	GBEMX	Diversified Emerging Mkts	05/01/1997	MSCI EMID	9	8	88.89
Russell LifePoints Eq Growth Strategy E	RELEX	Large Blend	09/06/1999	Rus 1000	9	8	88.89
Security Mid Cap Value A	SEVAX	Small Blend	05/01/1997	Rus 2000	9	8	88.89
Wasatch Small Cap Value	WMCVX	Small Blend	12/05/1998	Rus 2000	9	8	88.89
Wells Fargo Advantage Small Cap Value Z	SSMVX	Small Blend	12/07/1999	Rus 2000	9	8	88.89
Templeton World A	TEMWX	World Stock	01/05/1979	MSCI Wld Ndtr_D	17	15	88.24
BlackRock U.S. Opportunities Inv A	BMEAX	Mid-Cap Growth	05/01/1998	Rus MidGrowth	8	7	87.50
DFA Emerging Markets Small Cap	DEMSX	Diversified Emerging Mkts	03/05/1998	MSCI EMID	8	7	87.50
DFA Emerging Markets Value	DFEVX	Diversified Emerging Mkts	04/01/1998	MSCI EMID	8	7	87.50
Excelsior Emerging Markets	UMEMX	Diversified Emerging Mkts	01/02/1998	MSCI EMID	8	7	87.50
Goldman Sachs Growth Strat A	GGSAX	Large Blend	01/02/1998	Rus 1000	8	7	87.50
Harding Loevner Emerging Markets	HLEMX	Diversified Emerging Mkts	11/10/1998	MSCI EMID	8	7	87.50
Managers Emerging Markets Equity	MEMEX	Diversified Emerging Mkts	02/09/1998	MSCI EMID	8	7	87.50
Pioneer Independence P	PINDX	Large Growth	03/04/1999	Rus 1000Growth	8	7	87.50
Polaris Global Value	PGVFX	World Stock	06/01/1998	MSCI Wld Ndtr_D	8	7	87.50
Quant Foreign Value Ord	QFVOX	Foreign Large Value	05/03/1999	MSCI Wld ex-US Ndtr_D	8	7	87.50
Royce Select I Inv	RYSFX	Small Blend	11/06/1999	Rus 2000	8	7	87.50
T. Rowe Price Intl Gr & Inc	TRIGX	Foreign Large Value	12/09/1999	MSCI Wld ex-US Ndtr_D	8	7	87.50
Undiscovered Mgrs Behavioral Value Inst	UBVLX	Small Blend	12/04/2000	Rus 2000	8	7	87.50
BlackRock Health Sciences Ops Inv A	SHSAX	Specialty-Health	12/09/2000	DJ Health	7	6	85.71
BlackRock Large Cap Core A	MDLRX	Large Blend	12/10/2000	Rus 1000	7	6	85.71
BlackRock Large Cap Growth A	MDLHX	Large Growth	12/10/2000	Rus 1000Growth	7	6	85.71
BlackRock Large Cap Value A	MDLVX	Large Value	12/10/2000	Rus 1000Value	7	6	85.71
Delaware American Services A	DASAX	Mid-Cap Growth	12/05/2001	Rus MidGrowth	7	6	85.71
Eaton Vance Asian Small Companies A	EVASX	Pacific/Asia ex-Japan Stk	03/01/1999	MSCI ACFE ex Jpn ID	7	6	85.71
Evergreen Health Care A	EHABX	Specialty-Health	12/10/2000	DJ Health	7	6	85.71
Fairholme	FAIRX	Mid-Cap Blend	12/05/2001	S&PMid400	7	6	85.71
Fidelity Asset Manager 85%	FAMRX	Large Growth	09/12/2000	Rus 1000Growth	7	6	85.71
Jennison Health Sciences A	PHLAX	Specialty-Health	06/06/2001	DJ Health	7	6	85.71
JHT Mid Cap Stock Trust Ser I	—	Mid-Cap Growth	05/03/1999	Rus MidGrowth	7	6	85.71
Kinetics Paradigm	WWNPX	Mid-Cap Blend	12/07/2001	S&PMid400	7	6	85.71
LSV Value Equity	LSVEX	Large Value	03/07/2001	Rus 1000Value	7	6	85.71
Manning & Napier Life Sciences	EXLSX	Specialty-Health	11/05/1999	DJ Health	7	6	85.71
Matthews Asian Technology	MATFX	Specialty-Technology	12/03/2001	NYSE Arca Tech 100	7	6	85.71
Maxim Aggressive Profile II	—	Large Blend	09/04/2000	Rus 1000	7	6	85.71
SA International Small Company	SAISX	Foreign Small/Mid Value	08/05/1999	MSCI Wld ex-US Ndtr_D	7	6	85.71
TIAA-CREF Instl Equity Index Instl	TIEIX	Large Blend	07/01/1999	Rus 1000	7	6	85.71
Vantagepoint Aggressive Opportunities	VPAOX	Mid-Cap Growth	02/02/2001	Rus MidGrowth	7	6	85.71
William Blair Small Cap Growth I	WBSIX	Small Growth	12/03/2001	Rus 2000Growth	7	6	85.71

Photographs by Jim Bastardo