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Portfolio > Alternative Investments > Private Equity

It's Tough to Stay on Top, Even in a Very Good Year

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Despite the overall market rebound, most of 2002′s best performers couldn’t maintain their top rankings in 2003.

Category Fund Return in ’03 Return in ’02 Percentile in ’03 3-year percentile

  • Growth Perrit Micro Cap Opport PRCGX0.4663.4521
  • Value Royce: Special Equity RYSEX15.3227.64672
  • Blend Yacktman Focused Fund YAFFX14.9931.79672
  • Balanced Comstock Cap Value/A DRCVX35.93-30.439811
  • Equity International Van Eck: Intl Investors/A INIVX91.2844.2571
  • Equity Sector First Eagle Sg Gold SGGDX106.9739.43132
  • Txfr Bd Fed Muni General Calvert Tx Fr Rsv: Long/A CTTLX12.494.77488
  • Convertibles Calamos Mkt Neutral/A VCSIX6.609.369810
  • Tx Bd Corp Bond General Vanguard Lt Bd Idx VBLTX14.355.50414
  • Tx Bd Corp High Yield Rgns Mgrn Kgn Sel Hi lnc/A RHIIX8.1815.33961
  • Tx Bd USA Govt General Amer Cnt Targt 2020/Inv BTTTX36.682.302616
  • Tx Bd USA Govt General Delaware Pooled: Intl Fxd DPIFX26.6622.39116

Source: Standard & Poor’s; data as of December 31, 2003