The right fund at the right price

Finding investments with high returns at low prices

Source: Morningstar
*As of 3/31/99
Category: LG (large growth); LB (large blend); LCG (large cap growth); E (equity); G (growth); SH (specialty health)
Pages: 1 2 3 4 5
ACROSS THE WEB

Top 10 Funds With Lowest Expense Ratios (ranked by 5-year annualized returns)

   

Total Return*

     

Fund Name

Category

1-yr

3-yr

5-yr

Expense Ratio

Min. Initial Purchase

Phone Number

White Oak Growth Stock

LCG

"CENTER">35.47

35.80

33.56

1.00

$2,000

888-462-5386
Vanguard Growth Index

LCG

30.79

34.94

30.63

0.22

3,000

800-662-7447
Vanguard U.S. Growth

LCG

29.43

34.01

30.45

0.40

3,000

800-662-7447
Vanguard Health Care

SH

24.82

27.12

30.33

0.36

3,000

800-662-7447
Janus Mercury

G

65.10

33.62

30.33

0.97

2,500

800-525-8983
Accessor Growth

G

37.84

34.40

29.97

0.93

5,000

800-882-9612
Northeast Investors Growth

LB

30.25

32.50

29.31

0.94

1,000

800-225-6704
Harbor Capital Appreciation

LCG

33.02

43.01

28.79

0.68

2,000

800-422-1050