|
Фонды
акций крупных компаний
|
|
222
Название фонда |
Символ
|
Годовой доход
|
Доход за 3 года
|
Доход за 5 лет
|
Уровень расходов
|
Минимальная сумма покупки
|
Нагрузка при покупке
|
| Alleghany/Montag
+ Caldwell Gr Fd |
MCGFX
|
-17.96
|
6.95
|
13.81
|
1.03
|
2500
|
0
|
| American Fds-Gr
Fund of America A |
AGTHX
|
-25.27
|
22.76
|
20.65
|
0.7
|
250
|
5.75
|
| American Fds-Wash
Mutual Inv A |
AWSHX
|
9.66
|
10.82
|
15.04
|
0.65
|
250
|
5.75
|
| Clipper Fund
|
CFIMX
|
26.97
|
18.5
|
19.02
|
1.09
|
5000
|
0
|
| Dodge &
Cox Stock Fund |
DODGX
|
19.14
|
21.08
|
17.88
|
0.54
|
2500
|
0
|
| Domini Social
Equity |
DSEFX
|
-25.68
|
6.08
|
13.11
|
0.92
|
1000
|
0
|
| Dreyfus Appreciation
Fund |
DGAGX
|
-14.98
|
7.47
|
13.27
|
0.57
|
2500
|
0
|
| Excelsior
Value & Restructing |
UMBIX
|
-7.07
|
21.39
|
19.22
|
1.26
|
500
|
0
|
| Fidelity Dividend
Growth Fund |
FDGFX
|
-5.93
|
14.36
|
18.38
|
0.97
|
2500
|
0
|
| Fidelity Fund
|
FFIDX
|
-23.78
|
7.98
|
13.31
|
0.55
|
2500
|
0
|
| Gabelli Westwood
Equity Fund Ret |
WESWX
|
-7.74
|
11.99
|
13.7
|
1.47
|
1000
|
0
|
| Gateway Fund
|
GATEX
|
-7.47
|
8.12
|
8.85
|
0.98
|
1000
|
0
|
| Harbor Fund-Capital
Apprec |
HACAX
|
-40.98
|
9.15
|
14.03
|
0.64
|
1000
|
0
|
| Janus Fd Inc-Growth
& Income |
JAGIX
|
-28.39
|
14.27
|
18.5
|
0.89
|
2500
|
0
|
| Legg Mason
Value Trust Prim |
LMVTX
|
-15.29
|
17.65
|
22.55
|
1.71
|
1000
|
0
|
| Lord Abbett
Affiliated Fund A |
LAFFX
|
-1.68
|
14.84
|
14.91
|
0.8
|
250
|
5.75
|
| MFS Mass Investors
Trust Fund A |
MITTX
|
-21.36
|
3.3
|
10.39
|
0.87
|
1000
|
5.75
|
| Marsico Focus
Fund |
MFOCX
|
-37.63
|
8.45
|
NA
|
1.27
|
2500
|
0
|
| Oak Assoc-White
Oak Growth Stock |
WOGSX
|
-57.63
|
9.37
|
13.13
|
1
|
2000
|
0
|
| Oppenheimer
Main St Gr & Inc Fd A |
MSIGX
|
-24.86
|
7.04
|
10.76
|
0.9
|
1000
|
5.75
|
| Rainier Core
Equity Protfolio |
RIMEX
|
-26.11
|
11.1
|
13.65
|
1.11
|
25000
|
0
|
| SSgA Growth
& Income |
SSGWX
|
-27.15
|
9.48
|
15.46
|
1.1
|
1000
|
0
|
| Scudder-Dreman
High Return Eqty A |
KDHAX
|
24.33
|
16.16
|
16.41
|
1.27
|
1000
|
5.75
|
| Selected American
Shares |
SLASX
|
-16.14
|
13.32
|
16.71
|
0.92
|
1000
|
0
|
| SmBarney Agg
Growth A |
SHRAX
|
-17.25
|
40.74
|
28.72
|
1.14
|
1000
|
5
|
| SteinRoe Young
Investor Fund |
SRYIX
|
-33.98
|
6.37
|
9.09
|
1.08
|
2500
|
0
|
| T. Rowe Price
Equity Income Fd |
PRFDX
|
11.03
|
11.72
|
13.43
|
0.82
|
2500
|
0
|
| TCW Galileo
Select Equities N |
TGCNX
|
-42.11
|
NA
|
NA
|
1.1
|
2000
|
0
|
| TIAA-CREF
Growth Equity |
TIGEX
|
-47.21
|
2.96
|
NA
|
0.25
|
250
|
0
|
| TIAA-CREF
Social Choice Equity |
TCSCX
|
-24.22
|
NA
|
NA
|
0.07
|
250
|
0
|
| Torray Fund
|
TORYX
|
-5.75
|
14.32
|
16.32
|
1.06
|
10000
|
0
|
| Vanguard 500
Index Fund |
VFINX
|
-24.47
|
7.15
|
13.3
|
0.18
|
3000
|
0
|
| Vanguard Index
Tr Tot St Mkt Inv |
VTSMX
|
-25.41
|
7.73
|
11.91
|
0.2
|
3000
|
0
|
| Vanguard PrimeCap
Fund |
VPMCX
|
-26.4
|
20.05
|
19.85
|
0.48
|
3000
|
0
|
| Vanguard Windsor-II
|
VWNFX
|
5.82
|
9.54
|
13.74
|
0.37
|
3000
|
0
|
