Best US Equity FundsUS stock mutual funds invest in US companies. The funds may invest in small cap, mid cap, and large cap stocks.
You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top US stock mutual funds in 2015 are sorted based on its year to date performance in 2015 (up to July 19, 2015). You can find the fund review below as well.
Top 15 US stocks mutual funds in 2015 are:
- Driehaus Micro Cap Growth Fund (DMCRX)
- Turner Small Cap Growth Fund (TSCEX)
- Meyers Capital Aggressive Growth Fund (MAGFX)
- Federated Kaufmann Small Cap Fund (FKASX)
- Tocqueville Opportunity Fund (TOPPX)
- Oberweis Small-Cap Opportunities Fund (OBSOX)
- Emerald Growth A (HSPGX)
- Tanaka Growth Fund (TGFRX)
- Morgan Stanley Institutional Opportunity Fund (MEGPX)
- Lazard US Small Cap Equity Growth Open (GRWOX)
- Wells Fargo Advantage Emerging Growth A (WEMAX)
- JHancock Technical Opportunities A (JTCAX)
- Federated Kaufmann A (KAUAX)
- BlackRock Mid-Cap Growth Equity Inv A (BMGAX)
- RidgeWorth Aggressive Growth Stock Fund (SAGAX)
Driehaus Micro Cap Growth FundThis Driehaus Micro Cap Growth fund invests mainly in companies that have similar market capitalization as companies in the Russell Microcap Growth Index. The fund manager is Michael Buck and Jeffrey James. With assets of $178 million, this equity fund has no yield. Its expense fee is 1.59%.
This top US stock mutual fund in 2015 has year to date return of 18.22%. It has returned 46% over the past 1 year, 33.24% over the past 3 year, and 23% over the past 5 year.
Top 3 socks in its portfolio are Ambarella Inc, AtriCure In, and AMN Healthcare Services Inc. Top 2 sectors are healthcare and technology.
Turner Small Cap Growth FundAs one of the top 15 US stock mutual funds in 2015, this Turner Small Cap Growth Fund has small assets of $80 million. This no load fund also has no dividend yield. Its expense fee is 1.25% per year.
Morningstar has ranked this small growth fund with 3 star rating. Top 5 stocks are Digimarc Corporation, LDR Holding Corp, Cavium Inc, XPO Logistics Inc, and HubSpot Inc. It has a 3 years annualized return of 22.02%
Stock Fund Performance
|No||Fund Name||Ticker||Category||YTD Return %|
|1||Driehaus Micro Cap Growth Fund||DMCRX||Small Growth||22.49|
|2||Turner Small Cap Growth Fund||TSCEX||Small Growth||22.08|
|3||Meyers Capital Aggressive Growth Fund||MAGFX||Small Growth||21.28|
|4||Federated Kaufmann Small Cap Fund||FKASX||Small Growth||20.75|
|5||Tocqueville Opportunity Fund||TOPPX||Mid-Cap Growth||19.37|
|6||Oberweis Small-Cap Opportunities Fund||OBSOX||Small Growth||19.27|
|7||Emerald Growth A||HSPGX||Small Growth||18.55|
|8||Tanaka Growth Fund||TGFRX||Mid-Cap Growth||18.25|
|9||Morgan Stanley Institutional Opportunity Fund||MEGPX||Large Growth||17.76|
|10||Lazard US Small Cap Equity Growth Open||GRWOX||Small Growth||17.5|
|11||Wells Fargo Advantage Emerging Growth A||WEMAX||Small Growth||16.78|
|12||JHancock Technical Opportunities A||JTCAX||Large Growth||16.75|
|13||Federated Kaufmann A||KAUAX||Mid-Cap Growth||16.29|
|14||BlackRock Mid-Cap Growth Equity Inv A||BMGAX||Mid-Cap Growth||16.21|
|15||RidgeWorth Aggressive Growth Stock fund||SAGAX||Large Growth||16.16|