Bridgeway Aggressive Investors 2 (BRAIX) Houston,TX - long term record of wins, this fund lost 57% -- 5% per year better performance than S&P (18% more than S&P 500-stock index in 2008). Investors have received an annualized 12% return since inception in 1994 on the "Investors 1" fund which is now closed...but consider the same techniques will be used for this fund.
CGM Focus (CGMFX) Boston,MA - lost 50% in 2008; long-term record for the last ten years 18% annualized return; average 19% per year better performance than S&P.
Loomis Sayles Bond (LSBRX) Boston,MA - lost 24% in 2008;a similar fund to this one (initiated in 1991) that they managed gave an 8.5% annualized return.
T. Rowe Price Emerging Markets (PRMSX) Baltimore,MD - lost 62% due to investments in Russia in 2008, but two new fund managers take over in March along with the input from 21 analysts.
Vanguard Primecap Core (VPCCX) Valley Forge, PA - lost 34% in 2008 but still outperformed the S&P 500 by 5%. The fund emphasizes stocks of large, high-quality companies.
Vanguard Primecap (VPMCX) Valley Forge,PA - a fund that is almost closed to new investors is a near clone of Primecap Core; has an annualized return of 12% for the past decade.
Clipper Fund (CFIMX) Canton,MA - value-stock fund
Yacktman Fund (YACKX)Austin,TX - a mid-cap offering
Mairs & Power Growth (MPGFX)ST. Paul, MN - quality blend-equity fund combining growth and value, some large caps
Meridian Value Fund (MVALX)Pawtucket, RI - mid-caps offering the growth and value style
(source: Kiplinger.com, ConsumerReports)
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