YTD Top Performer Large Growth Stock Mutual Funds July 15 2012

By
The YTD Top Performer Large Growth Stock Mutual Funds up to July 15, 2012 are Matthew 25, SunAmerica Focused Growth, Hartford Growth Opportunities, etc.

Best Performing Mutual Funds

One of the U.S. domestic stock mutual fund categories is large growth equity fund. This large growth fund invests mainly in large companies with growth potential. You can find the fund review below.

The YTD Top Performer Large Growth Stock Mutual Funds up to July 15, 2012 are
Top Performer Large Growth Mutual Funds of 2012 logo
Top Performer Large Growth Funds
  1. Matthew 25 (MXXVX)
  2. SunAmerica Focused Growth A (SSAAX)
  3. Hartford Growth Opportunities A (HGOAX)
  4. SunAmerica Focused Alpha Growth A (FOCAX)
  5. Touchstone Sands Capital Select Growth A (TSNAX)
  6. VALIC Company I NASDAQ-100 Index (VCNIX)
  7. Janus Forty A (JDCAX)
  8. USAA NASDAQ-100 Index (USNQX)
  9. Rydex NASDAQ-100 Inv (RYOCX)
  10. Shelton Nasdaq-100 Index Direct (NASDX)
updated on 7/22/2012

1. Matthew 25 (Ticker: MXXVX)

This Matthew 25 fund utilizes its assets to purchase public companies with small, medium or large capitalization. It may invest in stocks or convertibles. Mark Mulholland is the fund manager since July 1996. It has $128 million of total assets. The annual expense ratio is 1.22%.

MORE: Top Performer Large Growth Mutual Funds of 2011

Rated with 4 stars by Morningstar, this top performer large growth stock fund has a YTD return of 20.43%. It has returned 333.33% over the past 3 year and 2.90% over the past 5 year. The top 5 stocks are Apple Inc, El Paso Corporation, Cabela’s Inc, MasterCard Incorporated A, and Kansas City Southern Inc.

2. SunAmerica Focused Growth A (Ticker: SSAAX)

The investment objective of SunAmerica Focused Growth fund is to provide long term capital growth. This mutual fund invests mainly in stocks of companies with potential long term growth. It is managed by Ron Sachs. It opens to new investors. You can buy this stock mutual fund with $500 minimum initial investment for brokerage account and $250 for retirement account.

This top performer domestic stock fund doesn’t have a dividend yield (i.e. yield is 0%). The front end sales load is 5.75%. Its expense ratio is 1.72%. The investment style is large growth. It has a 3 year average return of 14.49%.

The top 5 sectors in its portfolio are technology (24.50%), consumer cyclical (23.39%), healthcare (20.28%), industrials (10.05%), and consumer defensive (7.11%).

3. Hartford Growth Opportunities A (HGOAX)

Hartford Growth Opportunities fund uses its assets to buy a diversified portfolio of common stocks from various industries and market capitalizations with superior growth potential. Its annual expense ratio fee is 1.22%. The annual portfolio turnover rate is 121%.

This best performing large growth stock fund has a year-to-date return of 17.2%. Morningstar has rated it with bronze and 3 stars rating. The top 3 stocks are Apple Inc, EMC Corporation, and Amazon.com Inc.

4. SunAmerica Focused Alpha Growth A (FOCAX)

This SunAmerica Focused Alpha Growth fund invests majority of its assets in U.S. domestic companies with large, mid, & small capitalizations. The dividend yield is 1.80%. It is ranked with 4 stars. The total assets are $121 million.

Previous: Top Growth Stock Mutual Funds of 2012

The worst 1 year total return is occurred in 2008 with -41.07%. This top performer equity fund has returned 24% over the past 3 year, and 4.77% over the past 5 year. The top 2 sectors are consumer cyclical and industrials.

5. Touchstone Sands Capital Select Growth A (TSNAX)

Touchstone Sands Capital Select Growth fund is ranked with 4 star and bronze rating. The annual expense ratio is 1.45%. The total assets are $2.7 billion. The annual portfolio turnover rate is 19%. Frank M. Sands, Jr. is the fund manager.

This top performer fund can be bought from 28 brokerages such as JPMorgan, Raymond James, TD Ameritrade, Merrill Edge, Fidelity Retail FundsNetwork, etc. The YTD return is 14.54%.

Disclosure: No Position

Fund Information
NoFund DescriptionTickerYTD Return %Expense RatioAssets (mil)
1Matthew 25MXXVX20.43%1.22%137
2SunAmerica Focused Growth ASSAAX18.28%1.72%135
3Hartford Growth Opportunities AHGOAX17.20%1.22%1846
4SunAmerica Focused Alpha Growth AFOCAX14.94%-125
5Touchstone Sands Capital Select Growth ATSNAX14.54%1.45%2747
6VALIC Company I NASDAQ-100 IndexVCNIX14.02%0.53%171
7Janus Forty AJDCAX13.98%0.97%3665
8USAA NASDAQ-100 IndexUSNQX13.61%0.78%282
9Rydex NASDAQ-100 InvRYOCX13.56%1.27%689
10Shelton Nasdaq-100 Index DirectNASDX13.54%0.49%39
11Praxis Growth Index AMGNDX12.65%1.10%51
12ProFunds NASDAQ-100 InvOTPIX12.65%1.65%68
13HighMark Large Cap Growth Retail AHMRGX12.54%1.27%74
14Fidelity Advisor Growth Opportunities AFAGAX12.45%1.07%1876
15GMO US Growth IIIGMGWX12.41%0.47%2

0 comments:

Post a Comment