For Monday, December 30, 2019 Growth Funds Leading The ...

[Pages:1]For Monday, December 30, 2019

Growth Funds Leading The Market

These are among 40 funds selected for their ownership of market leaders, high average Composite Rating and outperformance of the S&P 500

Top U.S. Gov't Bond Funds

Last 36 Months (All Total Returns)

Mutual Fund

Performance % Change Rating $ Net YTD 36 Mos Assets

Top Growth Funds

Last 24 Months (All Total Returns)

Mutual Fund

Performance Rating $ Net % Change 36 Mos Assets

PriceFds USTreasLT BlackRock Instl TotalReturn Western Asset MrtgTtlRetA Dimensional IntrmGvtFxI Glenmede CoreFxdInc

JP Morgan Instl GovtBondI Vanguard Index ITTrsInstl PriceFds USTrsIntm Schwab InflProtIdx PriceFds InflaProtBd

PrncplFnds ProtectInst PgimInvest GovtIncA Old Westbury FixedInc BNY Mellon IntBondM Lord Abbett A ShrtDurInco

USAA GovtSec ComCapMgmtCRAQualInv Federated F GovtIncSec Principal Investors GvtHiQltyBd Hartford HLS IA USGovSec

Russell Funds S ShDuratnBd American Funds A USGovSec Fidelity Adv A GovtIncome Vanguard Index STBondInv FrostFunds LowDurBdIns

" 15 D " 10 E "6 E "7 E "8 E

"7 E "6 E "7 E "8 E "9 E

"8 E "6 E "6 E "6 E "5 E

"5 E "5 E "6 E "6 E "5 E

"5 E "5 E "5 E "5 E "3 E

5.3 bil Brown Advisory EquityInv 15.3 bil MFS Funds A Growth 975 mil PrncplFnds LgCapGrInst 5.6 bil Lord Abbett A DvlpGrowth 496 mil EdgeWood GrwthInstl

2.1 bil RealFds GrEqInvestr 7.5 bil BNY Mellon SmMdCpGrI 654 mil Touchstone MidCapGrA 928 mil PriceFds NewAmerGr 375 mil Gamco AAA Growth

1.7 bil Amana GrowthInv 420 mil Alger FocusEquity 1.5 bil Touchstone GrOpprA 984 mil PriceFds TaxEfficEq 54.2 bil Fidelity BluChpGro

1.1 bil BairdMidCapIns 2.2 bil Vanguard USGrwInvstr 146 mil Pioneer YGrowthY 1.5 bil PriceFds DiverMidCap 328 mil Thrivent Funds A LrgCapGr

523 mil BridBuildLargeGrowth 14.9 bil PriceFds InstlLgCore 2.8 bil Pioneer AFndmtlGrwth 48.2 bil GoldmnSachs A StratGrowth 344 mil Buffalo Funds SmallCap

" 47 A" " 40 A" " 40 A" " 38 A" " 37 A"

" 37 A" " 37 A" " 36 A " 36 A" " 36 A"

" 36 A" " 35 A" " 35 A" " 35 A" " 35 A"

" 34 A" " 34 A" " 34 A " 33 A " 33 A"

" 33 A " 33 A" " 33 A " 33 A" " 32 A

2.6 bil 25.5 bil 10.4 bil 1.9 bil 17 bil

1.6 bil 2.2 bil 1.3 bil 5.6 bil 751 mil

2.2 bil 630 mil 171 mil 525 mil 28.6 bil

2.2 bil 25.4 bil 6.2 bil 1.8 bil 1.1 bil

7.2 bil 4.4 bil 6.2 bil 165 mil 559 mil

U.S. Stock Fund Cash Position

High (11/00) 6.2% Low (3/18) 2.5%

Jun 18 2.7% Dec 18 2.5% Jun Jul 18 2.8% Jan 19 2.6% Jul Aug 18 2.6% Feb 19 2.6% Aug Sep 18 2.5% Mar 19 2.6% Sep Oct 18 2.6% Apr 19 2.6% Oct Nov 18 2.8% May 19 2.7% Nov

19 2.5% 19 2.5% 19 2.6% 19 2.5% 19 2.5%

19 2.4%

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