Top Performer US Domestic Stock Mutual Funds of 2011

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The following article will look into the top performer US stock funds of 2011. I have divided them into different groups such as large cap, mid cap, and small cap. The list included the top 5 performer from each group. Among the top performer funds are: Touchstone Premium Yield Equity A, Akre Focus Fund Retail Class, Virtus Small-Cap Sustainable Growth A, James Small Cap, and more.

Top Performer Fund of 2011
Majority of these funds invest their assets in US Companies such as small cap, mid cap, and large cap. Depending upon the fund’s management style, the individual fund may be growth stock fund, value stock fund, or blend stock fund.

These equity funds may have sales load, higher expense ratio, actively managed or passively managed fund. Please check the fund’s website or prospectus for additional details. I may have reviewed some of these top performers. If you are interested in other fund's category, please check my next articles.

Top Large Company Stock Funds

The Top Performer US Large Company Stock Funds of 2011 are:
  1. Touchstone Premium Yield Equity A (TPYAX)
  2. Federated Strategic Value Dividend A (SVAAX)
  3. Payden Value Leaders (PYVLX)
  4. Sequoia Fund (SEQUX)
  5. Copley Fund (COPLX)

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1Touchstone Premium Yield Equity ATPYAX15.25%14.93%
-
-
2
5.75%
1.20%
2Federated Strategic Value Dividend ASVAAX14.48%12.35%-0.46%
-
2
5.50%
1.05%
3Payden Value LeadersPYVLX14.35%15.16%-1.48%
2.56%
4
2.00%*
0.80%
4Sequoia FundSEQUX13.19%15.99%
4.30%
5.58%
3
none
1.00%
5Copley FundCOPLX12.96%7.37%-1.41%
2.76%
1
2.00%*
1.85%
updated on 12/31/2011

Top MidSize Company Stock Funds

The Top Performer US Midsize Company Stock Funds of 2011 are:
  1. Akre Focus Fund Retail Class (AKREX)
  2. Chase Mid Cap Growth N (CHAMX)
  3. Delaware Smid Cap Growth A (DFCIX)
  4. Value Line Emerging Opps (VLEOX)
  5. Delaware Select Growth A (DVEAX)

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1Akre Focus Fund Retail ClassAKREX11.09%
-
-
-
1
1.00%*
1.45%
2Chase Mid Cap Growth NCHAMX9.01%20.05%4.57%
-
3
2.00%*
1.48%
3Delaware Smid Cap Growth ADFCIX7.96%28.19%6.67%
6.45%
4
5.75%
1.32%
4Value Line Emerging OppsVLEOX7.45%17.50%2.40%
6.19%
5
none
1.21%
5Delaware Select Growth ADVEAX7.42%28.64%5.38%
4.44%
5
5.75%
1.51%

Small Company Stock Funds

The Top Performer US Small Company Stock Funds of 2011 are:
  1. Virtus Small-Cap Sustainable Growth A (PSGAX)
  2. James Small Cap (JASCX)
  3. Virtus Small-Cap Core A+ (PKSAX)
  4. Rice Hall James Small Cap Portfolio Institutional (RHJMX)
  5. Pacific Advisors Small Cap A (PASMX)

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1Virtus Small-Cap Sustainable Growth APSGAX18.76%21.91%2.71%
-
6
5.75%
1.67%
2James Small CapJASCX10.43%19.04%0.35%8.82%
5
none
1.50%
3Virtus Small-Cap Core A+PKSAX9.07%19.74%3.46%4.68%
6
5.75%
1.47%
4Rice Hall James Small Cap Portfolio InstitutionalRHJMX8.81%24.29%4.91%5.11%
8
none
1.47%
5Pacific Advisors Small Cap APASMX8.65%21.46%1.43%10.33%
10
5.75%
2.66%

Some of the interesting funds from these lists are: Payden Value Leaders, Sequoia Fund, Akre Focus Fund Retail Class, Delaware Smid Cap Growth A, and James Small Cap.

Disclosure: No Position

Other Top Performer Funds of 2011:

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