The fund ranks among the top 21% of mid-cap value funds for three- and five-year performance.
Do likewise with funds that sound conservative, but actually make big taxable payouts annually utility, balanced and value funds, for instance.
A $40,000 investment in the Alliance Bernstein International Value fund held for seven years with a hypothetical annual return of 7percentt would eke out the best result in Class A, at $56,614, while the B and C classes would turn in the same $56,303.
Karen Grimes, portfolio manager of The Hartford Value Fund, looks for value opportunities in companies with temporary problems that are correctable.
Despite the ads purporting to represent Wisconsin values, funding for the message came from well outside the Dairy State's borders.
Caterpillar then funneled $1.3 billion into it, charging workers fees that were quite ample, if not out of line with averages in the mutual fund industry: 1.12% annually for a value fund, 1.54% for an international growth fund and so on.
His Weitz Value Fund shows up for the fourth consecutive year, while Weitz Partners Value Fund makes the Honor Roll for the first time.
The fund returned 19.6percentt a year, on average, for the three years through Thursday, compared with 8.9percentt for its peers in the large value fund category and 15.1percentt for the Standard & Poor's 500-stock index, according to Morningstar Inc.
He suggests finding something the gives about six to 8% returns, such as a good value fund or an index fund for the S&P 500, such as the S&P 500 (GSPC) and the S & P CNX NIFTY NSEII).
