|Tale of the Tape
Morningstar gives these mutual funds the benefit of the doubt, but not the ETFs
| Mutual Fund
(*YTD vs. S&P 500)
(*YTD vs. S&P 500)
| Vanguard 500 Index fund (VFINX): "This fund isn't finished yet."
| iShares S&P 500 Index ETF (IVV): "isn't a dumb investment, but there may be smarter ones."
| Vanguard Total Stock Market Index (VTSMX) "still an excellent long-term holding;"
| iShares S&P 100 Index ETF (OEF): "an acceptable choice" Morningstar says," but it's "not without its risks."
| Vanguard Institutional Index (VINIX) "still has a big edge."
| iShares Russell 1000 Index (IWB): "If you have other options, exercise them."
| Fidelity Magellan (FMAGX) "investors need to show more patience."
| iShares Russell 3000 Index (IWV): "Using this fund as a core holding wouldn't be a disaster, but there are better options."
| Davis NY Venture (NYVTX), "Continues to be one of our favorites."
| Rydex S&P Equal Weight (RSP): "isn't as cheap as it could be, but it remains a good index option nonetheless."
| Vanguard PRIMECAP (VPMCX): "remains an excellent core holding for those lucky enough to own it."
| PowerShares Dynamic Market (PWC): "is worth watching, but needs more seasoning."
| Fideilty Growth & Income (FGRIX) "Its new manager is off to a poor start, but we'd hang on."
| Vanguard Large Cap ETF (VV): "All told, we think this ETF is a worthy choice to anchor a portfolio."
| Legg Mason Value FI (LMVFX): "remains a very attractive choice. We suggest investors adopt Miller's philosophy and tune out the short-term noise."
| iShares Dow Jones US Total Market (IYY): "won't kill you, but you can find offerings with similar risk and reward profiles and even lower expense ratios."
| Fidelity Dividend Growth (FDGFX): the managers "contrarian approach has made for extended dry spells, but he's generated fine returns during his nearly 10-year tenure here. This is still one of our favorite large-cap funds."
| Rydex Russell Top 50 (XLG): "There's little reason to invest here."
| Fidelity Spartan 500 Index Investor (FSMKX) "The fund's struggles in 2005 don't dampen its long-term appeal."
| streetTRACKS Total Market ETF (TMW) "While it's not our first choice, it still provides broad-market exposure at a reasonable price."
|* YTD returns as of close, Nov. 3|
Morningstar Votes for Mutual Funds
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