Top 25 complexes ranked by average YTD return in U.S. diversified equity funds
Top 25 complexes ranked by average YTD return in U.S. diversified equity funds…
| Top 25 complexes ranked by average YTD return in U.S. diversified equity funds | ||||||||
| 12-month % change* | ||||||||
| Fund group** | 2006 | 2005 | 2004 | 2003 | 2002 | Address | Contact | |
| 1. | Royce | 29.52 | 7.60 | 64.59 | -21.99 | 29.43 | 1414 Sixth Ave., New York, NY 10019 | (800) 221-4268 |
| 2. | JennisonDryden | 21.51 | 8.26 | 43.11 | -26.82 | 4.53 | 100 Mulberry St., Newark, NJ 07102 | (800) 225-1852 |
| 3. | Artisan | 20.56 | 14.41 | 50.63 | -20.42 | 14.69 | 875 E. Wisconsin Ave., Suite 800, Milwaukee, WI 53202 | (800) 344-1770 |
| 4. | Harbor | 20.52 | 7.64 | 46.67 | -25.46 | 5.29 | One Seagate, Toledo, OH 43604 | (800) 422-1050 |
| 5. | Dimensional Investment Group | 20.46 | 10.43 | 57.98 | -26.12 | 13.74 | 1299 Ocean Ave., Santa Monica, CA 90401 | (310) 395-8005 |
| 6. | Neuberger Berman | 20.22 | 8.71 | 46.53 | -26.59 | 7.70 | 605 Third Ave., Second Floor, New York, NY 10158 | (800) 877-9700 |
| 7. | Janus | 19.95 | 8.96 | 38.82 | -23.20 | -2.00 | 151 Detroit St., Denver, CO 80206 | (800) 525-3713 |
| 8. | AllianceBernstein | 19.81 | 3.89 | 44.79 | -26.64 | 3.69 | 1345 Sixth Ave., New York, NY 10105 | (800) 227-4618 |
| 9. | Morgan Stanley | 19.59 | 7.96 | 41.42 | -28.78 | 0.64 | c/o Morgan Stanley Trust, Jersey City, NJ 07311 | (800) 869-6397 |
| 10. | Fidelity | 19.51 | 7.00 | 41.45 | -23.57 | 4.61 | 82 Devonshire St., Boston, MA 02109 | (800) 343-3548 |
| 11. | Columbia | 19.37 | 6.61 | 41.71 | -24.41 | 6.05 | 227 W. Monroe St., Suite 3000, Chicago, IL 60606 | (800) 345-6611 |
| 12. | Hartford Mutual Funds | 19.32 | 6.02 | 46.50 | -26.75 | 2.38 | P.O. Box 2999, Hartford, CT 06104 | (800) 862-6668 |
| 13. | John Hancock | 19.07 | 4.66 | 37.08 | -29.08 | -1.65 | 601 Congress St., Boston, MA 02210 | (800) 225-5291 |
| 14. | Principal Investors | 18.86 | 7.46 | 43.30 | -24.56 | 7.10 | 711 High St., Des Moines, IA 50392 | (800) 547-7754 |
| 15. | Legg Mason | 18.75 | 4.70 | 53.70 | -18.68 | 7.08 | 100 Light St., Baltimore, MD 21203 | (800) 822-5544 |
| 16. | Van Kampen | 18.08 | 7.12 | 37.66 | -26.83 | -2.71 | 1221 Sixth Ave., New York, NY 10020 | (800) 847-2424 |
| 17. | Merrill Lynch | 18.07 | 6.03 | 42.84 | -25.96 | 5.48 | P.O. Box 9011, Princeton, NJ 08543 | (800) 237-7777 |
| 17. | First American | 18.07 | 7.13 | 44.71 | -24.62 | 9.53 | 800 Nicollet Mall, Minneapolis, MN 55402 | (800) 677-3863 |
| 19. | T. Rowe Price | 18.04 | 7.00 | 41.48 | -22.96 | 10.54 | 100 E. Pratt St., Baltimore, MD 21202 | (800) 638-5660 |
| 20. | Lord Abbett | 17.84 | 7.55 | 44.50 | -24.51 | 6.42 | 90 Hudson St., Jersey City, NJ 07302 | (800) 201-6984 |
| 21. | Waddell & Reed | 17.68 | 7.91 | 29.68 | -20.94 | -1.05 | 6300 Lamar Ave., Overland Park, KS 66202 | (800) 366-5465 |
| 22. | RiverSource | 17.57 | 7.06 | 44.70 | -25.29 | 3.03 | 50606 Ameriprise Financial Center, Minneapolis, MN 55474 | (800) 862-7919 |
| 23. | Russell | 17.28 | 6.41 | 42.65 | -25.26 | 3.20 | 909 A St., Tacoma, WA 98402 | (800) 787-7354 |
| 24. | Franklin Templeton Investments | 17.13 | 7.41 | 40.93 | -23.63 | 7.14 | 101 John F. Kennedy Parkway, Short Hills, NJ 07078 | (800) 342-5236 |
| 25. | OppenheimerFunds | 17.10 | 6.19 | 42.45 | -24.06 | 3.64 | 6803 S. Tucson Way, Centennial, CO 80112 | (800) 225-5677 |
| *Through March 31 **Companies listed have at least $10 billion in U.S. diversified equity assets. | ||||||||
| Source: Morningstar Inc. | ||||||||
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