Top Growth Funds

[Pages:1]For Tuesday, February 11, 2020

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

Fidelity GrowthCo PrncplFnds LgCapGrInst Alger Spectra Pioneer Y MidCapGrw PrncplFnds SmGrIInst

Victory SmCapGrA Lord Abbett A DvlpGrowth PriceFds GrowthStk BNY Mellon SmMdCpGrI PriceFds MidCapGr

Vanguard Admiral CapitalOpps Fidelity Adv I LargeCap Emerald Funds GrowthA Fidelity LargeCapStk Fidelity BluChpGro

PriceFds TaxEfficEq EdgeWood GrwthInstl MFS Funds A Growth Vanguard Index GrowthInvst ConestogaSmallCapInv

Wells Fargo Ad SmCoGrow Vanguard PrimecapInv PriceFds InstlLgCore PriceFds DiverMidCap Pioneer A DiscGr

"765 A" "695 A" "663 A" "650 A "647 A

44.3 bil Fidelity GrowthCo 10.5 bil Fidelity BluChpGro 6.5 bil PrncplFnds LgCapGrInst 2.2 bil Alger Spectra

2 bil EdgeWood GrwthInstl

"636 A "636 A" "619 A" "602 A" "601 A

2.4 bil MFS Funds A Growth 1.9 bil PgimInvest JnsonGrwthA 59.9 bil BNY Mellon SmMdCpGrI 2.3 bil PriceFds GrowthStk 35.1 bil Parnassus CoreEqInv

"597 A# "595 B "595 B" "588 B "749 A"

17.8 bil Vanguard Index GrowthInvst 1.1 bil PriceFds MidCapGr 1.3 bil Pioneer Y MidCapGrw 2.6 bil Vanguard Admiral CapitalOpps 29.5 bil FmlyFnds EglMidCpGrA

"606 A" 556 mil PRIMECAPOdyssey Growth

"630 A" 18.1 bil BNY Mellon ResGrwZ

"615 A" 27.7 bil PriceFds TaxEfficEq

"589 A" 105.9 bil Fidelity Contrafund

"590 A

2.5 bil AMG Funds SmlCpGr

"597 B" "584 A "696 A" "614 A "625 A

1.7 bil ConestogaSmallCapInv 69.1 bil Vanguard PrimecapInv 4.6 bil Vanguard USGrwInvstr 1.8 bil PriceFds InstlLgCore 1.4 bil PriceFds DiverMidCap

"312 A" "308 A" "281 A" "271 A" "270 A"

44.3 bil 29.5 bil 10.5 bil 6.5 bil 18.1 bil

"269 A" "258 A" "247 A" "246 A" "242 A#

27.7 bil 5.8 bil 2.3 bil 59.9 bil 18.9 bil

"241 A" 105.9 bil

"238 A

35.1 bil

"233 A

2.2 bil

"230 A# 17.8 bil

"230 A

6.2 bil

"225 A# 12.6 bil

"224 A

1.7 bil

"219 A" 556 mil

"219 A 120.8 bil

"215 A# 1 bil

"248 A "253 A "237 A" "273 A" "219 A

2.5 bil 69.1 bil 27.3 bil 4.6 bil 1.8 bil

U.S. Stock Fund Cash Position

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

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 Dec 18 2.5% Jun 19 2.5% Dec

19 2.5% 19 2.6% 19 2.5% 19 2.5% 19 2.4%

19 2.1%

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