2004 Fund Changes

Fund Changes for 2004 -   This page shows what funds were dropped and what replaced them from 2003 to 2004

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Fund-Track Funds 2004 Alphabetically - PDF  

Fund-Track Funds 2004 By Fund Type - PDF

Fund-Track Funds 2004 by Risk (Std Deviation) -PDF  for a view of funds sorted by volatility

- For a description of each Fund "Type" see the Fund Type Definitions  page

 - For a list of what Fund-Track funds are offered for each of a number of Discount brokers see the Brokers page.

 

2004 Funds By Fund Type 

For detailed information on each fund click on its ticker symbol located within the list below which will link you to Morningstar's detailed analysis of that fund.   Foe funds within the Fidelity Select Fund-Track see the Fidelity Select page.

      Rdemp Risk
Fund Name Symbol Fund Type Fees* (Std Dev)
       

INTERNATIONAL FUNDS

        
Columbia Newport Greater China Z WAGEX Intl - Asia/Pacific None 21.7
Commonwealth Australia/New Zealand  CNZLX Intl - Asia/Pacific None 20.84
Investec China & Hong Kong ICHKX Intl - Asia/Pacific 2% - 30 21.74
Strong Asia Pacific  SASPX Intl - Asia/Pacific None 21.75
U.S. Global Investors China Reg Opp  USCOX Intl - Asia/Pacific 1% - 180 22.48
       
Amer Cent Intl Bond BEGBX Intl - Bond None 10.98
Payden Global Fixed Income PYGFX Intl - Bond None 3.33
T. Rowe Price Intl Bond RPIBX Intl - Bond None 9.35
       
Acadian Emerging Markets  AEMGX Intl - Emerg Mkts None 26.05
Excelsior Emerging Markets  UMEMX Intl - Emerg Mkts 2% - 30 26.57
Managers Emerging Markets MEMEX Intl - Emerg Mkts None 24.51
       
ICON North Europe Region   ICNEX Intl - Europe None 23.22
ICON South Europe Region   ICSEX Intl - Europe None 19.71
Pimco RCM Europe N DRENX Intl - Europe 2% - 30 17.04
T. Rowe Price European PRESX Intl - Europe None 18.77
       
Artisan International ARTIX Intl - Foreign Stk None 17.24
AXA Rosenberg Intl Small Cap RISIX Intl - Foreign Stk 2% - 30 17.48
Driehaus Intl Discovery DRIDX Intl - Foreign Stk 2% - 60 17.51
Eclipse International Equity NINQX Intl - Foreign Stk None 13.75
Excelsior International  UMINX Intl - Foreign Stk None 17.27
Fidelity Diversified International FDIVX Intl - Foreign Stk 1% - 30 14.86
Fidelity International Growth & Inc   FIGRX Intl - Foreign Stk None 17.76
Longleaf Partners Intl LLINX Intl - Foreign Stk None 20.3
Tweedy Browne Global Value TBGVX Intl - Foreign Stk 2% - 60 12.4
UMB Scout Worldwide UMBWX Intl - Foreign Stk None 14.27
William Blair Intl Growth N WBIGX Intl - Foreign Stk 1% - 60 15.47
       
Commonwealth Japan   CNJFX Intl - Japan 2% - 60 12.58
T. Rowe Price Japan PRJPX Intl - Japan None 15.01
       
Fidelity Latin America FLATX Intl - Latin America None 31.38
       
Forum Austin Global Equity AGEQX Intl - World Stock 1% - 180 16.13
PIMCO RCM Global Small-Cap D DGSNX Intl - World Stock None 22.9
Polaris Global Value PGVFX Intl - World Stock 1% - 180 21.27
RS Partners RSPFX Intl - World Stock None 23.86
       
       
ASSET FUNDS        
Buffalo Equity BUFEX Large Cap Blend None 22.82
Buffalo USA Global BUFGX Large Cap Blend None 21.98
Fidelity Dividend Growth FDGFX Large Cap Blend None 18.7
Janus Core Equity JAEIX Large Cap Blend None 14.33
Matrix Advisors Value MAVFX Large Cap Blend .75% - 60 25.9
MegaTrends  MEGAX Large Cap Blend None 21.31
Permanent Port Aggressive Grth PAGRX Large Cap Blend None 24.73