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STANDARD & POOR'S

Equity Research

 

WINNERS 2004

Publication Date:    Mar 11, 2005 00:00 EST

Here is the list of 2004 winners, along with some performance data. (All data is as of 2/27/04.)

To view our Mutual Fund Reports with more in depth data and analysis on each of the winners, please provide some basic information for our registration function by clicking on the link below.

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Investment Style Fund Manager Fund Name Ticker 3 Yr S&P Fund Stars 1 Year Return 3 Year Return 5 Year Return 10 Year Return Net Assets (M$)
Specialty Bond John Calamos & Nick Calamos Calamos Growth & Income Fund CVTRX 4 31.83 8.96 15.44 15.46 1,909.91
Large-Cap Growth Team Managed Growth Fund of America AGTHX 3 42.91 0.53 7.56 13.82 50,260.04
Large-Cap Blend Daniel Boone III Calvert Social Investment Fund:Equity/A CSIEX 5 29.70 2.31 7.32 9.32 657,096.00
Large-Cap Blend William FriesThornburg Value A TVAFX 3 43.62 -0.37 6.29 n/a 1189.85
Large-Cap Blend Bill Miller & Nancy Dennin Legg Mason Value Trust LMVTX 5 48.99 2.18 3.16 17.06 10,978.67
Large-Cap Balanced Team Managed Dodge & Cox Balanced Fund DODBX 5 34.09 10.65 12.61 13.06 14,249.09
General Intermediate Bond Daniel Fuss Managers Bond Fund MGFIX 3 10.34 9.82 9.03 8.40 195.17
Foreign Equity Rudolph-Riad Younes Julius Bear International Equity Fund BJBIX 5 49.68 6.65 12.29 9.00 2,611.25
Fixed Income Mortgage Asset Backed Philip Barach, Jeffrey Gundlach, Frederick Horton TCW Galileo Total Return Bond Fund TGLMX 5 3.90 7.69 7.71 7.38 148.53