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Fund Times

2008 Fund Reopenings: Take Your Pick--and See Ours

Need IRA ideas for 2009? Several reopenings have expanded your options.

In the face of a crushing 2008, welcome signs have re-emerged across the fund industry, with share class reopenings roughly doubling versus 2007.

Certainly some reopenings were driven by record industrywide redemptions, but that's not the whole story. Some of our favorite managers, such as the team at Longleaf, saw rare opportunities to put money to work and reopened with care and thoughtfulness.

So where is opportunity really knocking? Several worthy options, and a few Fund Analyst Picks, showed up on the list. Click the Premium icons to get our full reports on funds below.
 

2008 Fund Reopenings
Fund Name Ticker Category Rating Pick Report
AIM Real Estate A  (IARAX) Real Estate 5    
Allianz NFJ Small Cap Value D  (PNVDX) Small Value 5

Y

Artisan International Value  (ARTKX) Foreign Sm/Mid Val 5

Y

Artisan Mid Cap Value  (ARTQX) Mid-Cap Value 5  
BlackRock International Opp A  (BREAX) Foreign Sm/Mid Gr 5  
Calamos Convertible A  (CCVIX) Convertibles 5  
Driehaus Emerging Markets Growth  (DREGX) Div Em Mkts 5    
FMI Common Stock  (FMIMX) Mid-Cap Blend 5  
Fidelity Contrafund  (FCNTX) Large Growth 5  
First Eagle Overseas  (SGOVX) Foreign Sm/Mid Val 5  
Matthews Asian Growth & Income  (MACSX) Pac/Asia ex-Japan 5  
Oakmark Equity & Income I  (OAKBX) Moderate Allocation 5  
Sequoia  (SEQUX) Large Blend 5

Y

Allianz NFJ Dividend Value A  (PNEAX) Large Value 4  
American Century CA HY Muni Inv  (BCHYX) Muni Calif Long 4  
American Century High-Yield Muni Inv  (ABHYX) High Yield Muni 4    
Dodge & Cox Balanced  (DODBX) Moderate Allocation 4

Y

Dodge & Cox Stock  (DODGX) Large Value 4

Y

Dreyfus Emerging Markets  (DRFMX) Div Em Mkts 4  
Dreyfus/The Boston Co Sm Cap Gr  (SSETX) Small Growth 4    
Fidelity Low-Priced Stock  (FLPSX) Mid-Cap Blend 4  
First Eagle Global  (SGENX) World Alloc 4  
Goldman Sachs Mid Cap Value A  (GCMAX) Mid-Cap Value 4  
Goldman Sachs Small Cap Value A  (GSSMX) Small Value 4  
JPMorgan Mid Cap Equity Select  (VSNGX) Mid-Cap Blend 4    
Legg Mason Partners Investors Val I  (SAIFX) Large Value 4  
MFS International New Discovery A  (MIDAX) Foreign Sm/Mid Gr 4  
Matthews Pacific Tiger  (MAPTX) Pac/Asia ex-Japan 4

Y

Oakmark Global II  (OARGX) World Stock 4  
Oakmark International Small Cap I  (OAKEX) Foreign Sm/Mid Val 4  
Pioneer Oak Ridge Small Cap Gr A  (ORIGX) Small Growth 4  
RidgeWorth Small Cap Value Equity I  (SCETX) Small Blend 4    
Royce Micro-Cap Invt  (RYOTX) Small Blend 4  
Third Avenue Small-Cap Value  (TASCX) Small Blend 4

Y

T. Rowe Price Mid-Cap Growth  (RPMGX) Mid-Cap Growth 4  
Tweedy Browne Global Value  (TBGVX) Foreign Sm/Mid Val 4  
Wasatch Core Growth  (WGROX) Small Growth 4  
Wasatch Small Cap Growth  (WAAEX) Small Growth 4

Y

William Blair International Growth N  (WBIGX) Foreign Lg Growth 4  
Acadian Emerging Markets  (AEMGX) Div Em Mkts 3    
AIM International Small Company A  (IEGAX) Foreign Sm/Mid Gr 3  
American Beacon Small Cp Val Plan  (AVPAX) Small Value 3  
Century Small Cap Select Inv  (CSMVX) Small Growth 3

Y

Delaware Small Cap Value A  (DEVLX) Small Value 3  
Evergreen Special Values A  (ESPAX) Small Value 3  
Fidelity Advisor Mid Cap T  (FMCAX) Mid-Cap Growth 3  
Fidelity Mid-Cap Stock  (FMCSX) Mid-Cap Growth 3  
Franklin Balance Sheet Investment A  (FRBSX) Mid-Cap Value 3  
JPMorgan Div Mid Cap Val Sel  (HLDEX) Mid-Cap Value 3  
JPMorgan Mid Cap Value A  (JAMCX) Mid-Cap Value 3  
JPMorgan Small Cap Core  (VSSCX) Small Blend 3  

 

Lord Abbett Mid-Cap Value A  (LAVLX) Mid-Cap Value 3  
Royce Low-Priced Stock Svc  (RYLPX) Small Blend 3  
Schneider Small Cap Value  (SCMVX) Small Value 3

Y

SSgA Emerging Markets  (SSEMX) Div Em Mkts 3  
Turner Small Cap Equity Investor  (TSEIX) Small Growth 3    
Van Kampen High-Yield Municipal A  (ACTHX) High Yield Muni 3  
Veracity Small Cap Value  (VSCVX) Small Value 3    
Alger SmallCap Growth A  (ALSAX) Small Growth 2    
Batterymarch US Sm Cap Eq Inst  (LMSIX) Small Blend 2    
Causeway International Value Inv  (CIVVX) Foreign Large Value 2

Y

DWS RREEF Real Estate Securities A  (RRRAX) Real Estate 2  
Dreyfus Midcap Value A  (DMCVX) Mid-Cap Blend 2  
Dreyfus Small Cap Value A  (DSVAX) Small Value 2  
Embarcadero Alternative Strategies (EMASX) Mid-Cap Growth 2    
Fidelity Magellan  (FMAGX) Large Growth 2  
Goldman Sachs High Yield Muni A  (GHYAX) High Yield Muni 2  
Legg Mason U.S. Small Cp Val Prim  (LMSVX) Small Value 2    
Longleaf Partners  (LLPFX) Large Blend 2

Y

Oppenheimer Sm & Mid Cap Val A  (QVSCX) Mid-Cap Blend 2  
Royce Opportunity Invt  (RYPNX) Small Value 2  
Templeton Foreign Smaller Cos  (FINEX) Foreign Sm/Mid Val 2  
Templeton Global Smaller Cos  (TEMGX) World Stock 2  
Wasatch Small Cap Value  (WMCVX) Small Blend 2  
Wasatch Ultra Growth  (WAMCX) Small Growth 2  
William Blair Small Cap Growth N  (WBSNX) Small Growth 2  

 

Buffalo Micro Cap  (BUFOX) Small Growth 1  
William Blair Emerging Mkts Gr N  (WBENX) Div Em Mkts 1    
AIM Summit Instl (SMITX) Large Growth

N/R

   
EM Capital India Gateway I  (EMIIX) Pac/Asia ex-Japan

N/R

   
Natixis ASG Global Alternatives A (GAFAX) Long-Short

N/R

   

Fund Reopenings through 12/18/2008
Star Rating Data through 12/31/2008