The First Shall Be Last? A Look at Fund Winners From '99 and '00
If the year 2000 were an episode of VH1's Behind the Music for the mutual fund world, it would be most like the tragic story of Milli Vanilli.
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| The Year in Numbers |
| A Look at Fund Winners in '00 -- and How the Best of '99 Fared |
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A Lesson Before Buying: 2000 Taught Us a Tough But Familiar One |
| Last Year's Winners... | ...Are Some of This Year's Losers | ||
| Top Funds in 1999 | Return | 2000 Return | 2000 Rank* |
| 1. (NGTIX Quote)Nicholas-Applegate Global Technology I | 493.73% | -42.87% | 3,426 |
| 2. (WPJPX Quote)Warburg Pincus Japan Small Company | 328.66 | -71.93 | 3,490 |
| 3. (MSCGX Quote)MAS Small Cap Growth Instl | 313.91 | -27.12 | 3,053 |
| 4. (VWEGX Quote)Van Wagoner Emerging Growth | 291.15 | -31.41 | 3,223 |
| 5. (NEVIX Quote)Nevis | 286.53 | -33.50 | 3,271 |
| 6. (WPIJX Quote)Credit Suisse Instl Japan Growth | 279.86 | N/A | |
| 7. (MFITX Quote)Monument Internet A** | 273.14 | -59.31 | 3,480 |
| 8. (WPJGX Quote)Warburg Pincus Japan Growth | 266.10 | -68.88 | 3,488 |
| 9. (ATCHX Quote)Amerindo Technology D | 248.86 | -68.19 | 3,487 |
| 10. (PBTCX Quote)PBHG Technology & Communications | 243.89 | -51.95 | 3,462 |
| *As of Dec. 21 **Fund now called Monument Digital Technology A Source: Lipper | |||
| Where Were They Then? This Year's Top Funds and Their 1999 Performance | |||
| Top Funds in 2000 | Return* | 1999 Return | 1999 Rank |
| 1. (SMCFX Quote)Schroder Micro Cap Inv | 148.22% | 94.92% | 223 |
| 2. (EHCBX Quote)Evergreen Health Care B | 120.06 | N/A | N/A |
| 3. (NAGHX Quote)Nicholas-Applegate Global Health I | 97.91 | 45.43 | 788 |
| 4. (MEUEX Quote)Deutsche European Equity Instl | 94.53 | N/A | N/A |
| 5. (AECAX Quote)American Eagle Capital Appreciation | 86.75 | N/A | N/A |
| 6. (MFHBX Quote)Munder Framlington Health Care B | 85.10 | 23.92 | 1,529 |
| 7. (SSGRX Quote)State Street Research Global Research A | 84.40 | 50.27 | 691 |
| 8. (DRBNX Quote)Dresdner RCM Biotechnology N | 83.53 | 37.72 | 971 |
| 9. (ICENX Quote)Icon Energy | 82.25 | 111.40 | 143 |
| 10. (ETHSX Quote)Eaton Vance Worldwide Health & Sciences A | 81.19 | N/A | N/A |
| *Return as of 12/28/00 | |||
Long-Term WinnersThese offerings have returned more than 20% over one,three, five and 10 years. Of course, the caveat that past performance doesn't guarantee future results holds true. | ||||
| Fund Name | Total Return YTD | Annualized 3- Year Return | Annualized 5- Year Return | Annualized 10- Year Return |
| (ETHSX Quote)Eaton Vance Worldwide Health A | 77.87 | 36.96 | 32.98 | 25.81 |
| (VGHCX Quote)Vanguard Health Care | 48.43 | 31.98 | 30.78 | 26.09 |
| (FBIOX Quote)Fidelity Select Biotechnology | 45.67 | 50.21 | 35.78 | 26.45 |
| (NMCGX Quote)Gartmore Millennium Growth D | 43.77 | 23.37 | 22.46 | 20.29 |
| (FSPCX Quote)Fidelity Select Insurance | 42.77 | 20.69 | 25.23 | 23.34 |
| (MAHCX Quote)Merrill Lynch Healthcare A | 38.49 | 27.26 | 26.67T | 21.21 |
| (PHSTX Quote)Putnam Health Sciences A | 38.19 | 20.32 | 22.59 | 20.13 |
| (CVGRX Quote)Calamos Growth A | 37.13 | 42.84 | 40.56 | 26.79 |
| (FSAIX Quote)Fidelity Select Air Transportation | 35.25 | 28.09 | 22.26 | 20.39 |
| (FSLBX Quote)Fidelity Select Brokerage & Investment | 33.84 | 26.91 | 33.22 | 30.11 |
| (FSPHX Quote)Fidelity Select Health Care | 32.23 | 23.56 | 24.46 | 23.96 |
| (SCFIX Quote)Seligman Capital A | 30.02 | 34.02 | 29.89 | 24.72 |
| (FHLSX Quote)Invesco Health Sciences Inv | 28.84 | 23.60 | 22.33 | 22.20 |
| (SHRAX Quote)Smith Barney Aggressive Growth A | 25.69 | 39.54 | 31.05 | 25.78 |
| (SECUX Quote)Security Ultra A | 24.59 | 33.40 | 26.39 | 23.16 |
| (SACPX Quote)Salomon Bros Capital O | 22.91 | 24.34 | 28.31 | 20.49 |
| (CLSPX Quote)Columbia Special | 21.48 | 24.88 | 21.35 | 23.48 |
| (DRMCX Quote)Dresdner RCM Mid-Cap | 21.45 | 31.44 | 26.76 | 23.81 |
| Source: Morningstar, performance through Dec. 28. | ||||
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