 |
| Top Performer Fund of 2011 |
These equity funds may have sales load, higher expense ratio, actively managed or passively managed fund. Please check the fund’s website or prospectus for additional details. I may have reviewed some of these top performers. If you are interested in other fund's category, please check my next articles.
Top Large Company Stock Funds
The Top Performer US Large Company Stock Funds of 2011 are:
- Touchstone Premium Yield Equity A (TPYAX)
- Federated Strategic Value Dividend A (SVAAX)
- Payden Value Leaders (PYVLX)
- Sequoia Fund (SEQUX)
- Copley Fund (COPLX)
| No | Fund Name | Symbol | 1-YR Return | 3-YR Return | 5-YR Return | 10-YR Return | Vol Rank | Redemption Fee | Expense Ratio |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Touchstone Premium Yield Equity A | TPYAX | 15.25% | 14.93% |
-
|
-
|
2
|
5.75%
|
1.20%
|
| 2 | Federated Strategic Value Dividend A | SVAAX | 14.48% | 12.35% | -0.46% |
-
|
2
|
5.50%
|
1.05%
|
| 3 | Payden Value Leaders | PYVLX | 14.35% | 15.16% | -1.48% |
2.56%
|
4
|
2.00%*
|
0.80%
|
| 4 | Sequoia Fund | SEQUX | 13.19% | 15.99% |
4.30%
|
5.58%
|
3
|
none
|
1.00%
|
| 5 | Copley Fund | COPLX | 12.96% | 7.37% | -1.41% |
2.76%
|
1
|
2.00%*
|
1.85%
|
Top MidSize Company Stock Funds
The Top Performer US Midsize Company Stock Funds of 2011 are:
- Akre Focus Fund Retail Class (AKREX)
- Chase Mid Cap Growth N (CHAMX)
- Delaware Smid Cap Growth A (DFCIX)
- Value Line Emerging Opps (VLEOX)
- Delaware Select Growth A (DVEAX)
| No | Fund Name | Symbol | 1-YR Return | 3-YR Return | 5-YR Return | 10-YR Return | Vol Rank | Redemption Fee | Expense Ratio |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Akre Focus Fund Retail Class | AKREX | 11.09% |
-
|
-
|
-
|
1
|
1.00%*
|
1.45%
|
| 2 | Chase Mid Cap Growth N | CHAMX | 9.01% | 20.05% | 4.57% |
-
|
3
|
2.00%*
|
1.48%
|
| 3 | Delaware Smid Cap Growth A | DFCIX | 7.96% | 28.19% | 6.67% |
6.45%
|
4
|
5.75%
|
1.32%
|
| 4 | Value Line Emerging Opps | VLEOX | 7.45% | 17.50% | 2.40% |
6.19%
|
5
|
none
|
1.21%
|
| 5 | Delaware Select Growth A | DVEAX | 7.42% | 28.64% | 5.38% |
4.44%
|
5
|
5.75%
|
1.51%
|
The Top Performer US Small Company Stock Funds of 2011 are:
- Virtus Small-Cap Sustainable Growth A (PSGAX)
- James Small Cap (JASCX)
- Virtus Small-Cap Core A+ (PKSAX)
- Rice Hall James Small Cap Portfolio Institutional (RHJMX)
- Pacific Advisors Small Cap A (PASMX)
| No | Fund Name | Symbol | 1-YR Return | 3-YR Return | 5-YR Return | 10-YR Return | Vol Rank | Redemption Fee | Expense Ratio |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Virtus Small-Cap Sustainable Growth A | PSGAX | 18.76% | 21.91% | 2.71% |
-
|
6
|
5.75%
|
1.67%
|
| 2 | James Small Cap | JASCX | 10.43% | 19.04% | 0.35% | 8.82% |
5
|
none
|
1.50%
|
| 3 | Virtus Small-Cap Core A+ | PKSAX | 9.07% | 19.74% | 3.46% | 4.68% |
6
|
5.75%
|
1.47%
|
| 4 | Rice Hall James Small Cap Portfolio Institutional | RHJMX | 8.81% | 24.29% | 4.91% | 5.11% |
8
|
none
|
1.47%
|
| 5 | Pacific Advisors Small Cap A | PASMX | 8.65% | 21.46% | 1.43% | 10.33% |
10
|
5.75%
|
2.66%
|
Some of the interesting funds from these lists are: Payden Value Leaders, Sequoia Fund, Akre Focus Fund Retail Class, Delaware Smid Cap Growth A, and James Small Cap.
Other Top Performer Funds of 2011:
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