PDF Top Growth Funds

For Tuesday, September 24, 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 Growth Funds

Since Market Low March 9, 2009 (All Total Returns)

Mutual Fund

Performance

Rank $ Net % Change 36 Mos. Assets

Top Growth Funds

Since Market Peak Oct. 9, 2007 (All Total Returns)

Mutual Fund

Performance

Rank $ Net % Change 36 Mos. Assets

Franklin Temp GrwthA Fidelity LargeCapStk Dimensional SustUSCor1 Fidelity MidCpStkK DWS Funds A CoreEquity

Dimensional USCorEq2I Wells Fargo Ad SmCoGrow American Funds A NewEcon BlackRock A ValueOpps Natixis OakmarkA

Lord Abbett A DvlpGrowth Vanguard Index ExtndMkt Northern StockIndex Vanguard Index LargeCapInv Fidelity MidcapStck

Fidelity Adv I LargeCap Fidelity SmallCapOpp Vanguard Index TotStMktInv Delaware A SelectGrow Vanguard Admiral CapitalOpps

DWS Funds Instl Eq500Idx Thrivent Funds A MidCapStk Fidelity NewMillnm PriceFds TotEqMktIdx PriceFds ExtEqMktIx

"453 A "508 B "470 A# "478 B "436 A#

16 bil JP Morgan Instl EnhanEqL 2.6 bil DWS Funds A CoreEquity

2 bil Wells Fargo Ad SmCoGrow 7.1 bil FMI CommonStk 3.8 bil American Funds A AMCAP

"451 B "516 B" "454 A "436 B "445 B#

27.8 bil American Funds A NewEcon 1.8 bil GoldmnSachs A StratGrowth 21.3 bil Lord Abbett A DvlpGrowth 421 mil Fidelity Contrafund 286 mil Franklin Temp GrwthA

"559 A" "464 B "439 A# "438 A# "469 B

1.9 bil Vanguard Index TotStMktInv 68.9 bil LKCM Funds EqtyInstl 9.3 bil Vanguard Index LargeCapInv 22.9 bil FMI LargeCap 7.1 bil PRIMECAPOdyssey Stock

"514 B

1.1 bil Delaware A SelectGrow

"473 B

5.4 bil Vanguard Admiral CapitalOpps

"445 A# 813.5 bil TIAA?CREF Instl SocialEqty

"468 A# 294 mil Thrivent Funds A MidCapStk

"497 A

16.2 bil Victory MultiCapA

"436 A# "464 B" "448 B" "442 A# "466 B

621 mil JP Morgan Instl USEquity 2.2 bil Meridian Funds Growth 2.9 bil Ivy SmlCapGrC

2 bil Fidelity NewMillnm 887 mil ABFunds A CoreOpport

"141 A# "141 A# "142 B" "163 B "150 A#

5.1 bil 3.8 bil 1.8 bil 988 mil 66.3 bil

"151 A

21.3 bil

"157 A

161 mil

"180 A" 1.9 bil

"171 A 117.5 bil

"173 A

16 bil

"143 A# 813.5 bil "145 A# 359 mil "145 A# 22.9 bil "157 B" 5 bil "165 B" 10 bil

"149 A# "182 A "141 A# "147 B" "145 B

294 mil 16.2 bil 4.6 bil 2.2 bil 382 mil

"153 A# "180 B" "144 A# "145 B" "145 A#

14.8 bil 2.1 bil 2.5 bil 2.9 bil 245 mil

U.S. Stock Fund Cash Position

High (11/00) 6.2% Low (2/18) 2.5%

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

19 2.6% 19 2.6% 19 2.6% 19 2.7% 19 2.5%

19 2.5%

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