Kiplinger 25 for 2008
The no-load funds that make the cut for the Kiplinger 25 offer all-around excellence. In the tables below, see one-, three-, five- and 10-year returns for the funds as well as other key data.
Click the fund symbol for a more-detailed snapshot of the fund.
Data through May 31, 2008US Stock Funds| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | MAX LOAD | EXPENSE RATIO |
| Baron Small Cap | BSCFX | -5.04% | 8.60% | 13.31% | 9.95% | 8 | $2,000 / $2,000 | none% | 1.31% |
| Bridgeway Aggr Investors 2 | BRAIX | 6.55 | 16.45 | 18.30 | — | 10 | 2,000 / 2,000 | none | 1.22 |
| CGM Focus | CGMFX | 69.12 | 38.43 | 34.91 | 25.72 | 10 | 2,500 / 1,000 | none | 1.27 |
| Dodge & Cox Stock | DODGX | -13.13 | 7.02 | 12.06 | 9.91 | 3 | 2,500 / 1,000 | none | 0.52 |
| Fairholme Fund | FAIRX | 5.83 | 14.62 | 18.21 | — | 4 | 2,500 / 1,000 | 2.00r | 1.00 |
| FBR Focus | FBRVX | -10.53 | 9.31 | 14.78 | 12.97 | 7 | 2,000 / 1,000 | 1.00r | 1.40 |
| Kinetics Paradigm | WWNPX | -0.96 | 15.96 | 19.34 | — | 8 | 2,500 / 2,500 | 2.00r | 1.68 |
| Legg Mason Opportunity | LMOPX | -26.79 | 3.52 | 7.50 | — | 10 | 1,000 / 250 | 1.00 | 1.99 |
| Longleaf Partners | LLPFX | -10.47 | 7.88 | 9.24 | 8.32 | 5 | 10,000 / 10,000 | none | 0.89 |
| Marsico 21st Century | MXXIX | 0.20 | 14.65 | 16.99 | — | 7 | 2,500 / 1,000 | 2.00r | 1.31 |
| Selected American Shares S | SLASX | -5.12 | 9.19 | 11.74 | 7.10 | 2 | 1,000 / 1,000 | none | 0.88 |
| T. Rowe Price Equity Income | PRFDX | -9.59 | 7.35 | 10.38 | 6.61 | 2 | 2,500 / 1,000 | none | 0.67 |
| T. Rowe Price Growth Stock | PRGFX | -2.87 | 9.61 | 10.71 | 6.03 | 5 | 2,500 / 1,000 | none | 0.67 |
| Vanguard Primecap Core | VPCCX | -1.43 | 10.31 | — | — | 3 | 10,000 / 10,000 | 1.00r | 0.55 |
| Vanguard Selected Value | VASVX | -14.76 | 5.99 | 12.68 | 7.08 | 3 | 25,000 / 25,000 | 1.00r | 0.40 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
Data through May 31, 2008International Stock Funds| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | MAX LOAD | EXPENSE RATIO |
| Dodge & Cox Intl Stock | DODFX | -3.09% | 17.47% | 24.84% | —% | 6 | $2,500 / $1,000 | none% | 0.65% |
| Julius Baer Intl Equity II A | JETAX | 1.24 | 19.65 | — | — | 7 | 1,000 / 100 | none | 1.29 |
| T. Rowe Price Emg Mkts Stock | PRMSX | 22.49 | 34.46 | 35.46 | 16.84 | 10 | 2,500 / 1,000 | 2.00r | 1.20 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
Data through May 31, 2008Bond Funds| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | MAX LOAD | EXPENSE RATIO |
| Dodge & Cox Income | DODIX | 4.37% | 4.04% | 3.69% | 5.81% | 2 | $2,500 / $1,000 | none% | 0.44% |
| Fidelity Intermed Municipal Inc | FLTMX | 4.79 | 3.53 | 3.41 | 4.73 | 4 | 10,000 / 10,000 | 0.50r | 0.37 |
| Harbor Bond Institutional | HABDX | 11.34 | 5.28 | 4.71 | 6.55 | 6 | 1,000 / — | none | 0.56 |
| Loomis Sayles Bond | LSBRX | 4.11 | 8.04 | 8.97 | 8.54 | 7 | 2,500 / 2,500 | 2.00r | 0.97 |
| Vanguard Infl-Protected Secs | VIPSX | 13.04 | 5.10 | 5.31 | — | 9 | 3,000 / — | none | 0.20 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
