Top Mutual Funds Ratings By Category

Information as of August 24th, 2007

Top 10 Large Cap Value Funds

Invests primarily in large companies (generally those with market capitalizations exceeding $10 billion), with a focus on value stocks.

 

Fund Name Ticker % Return
YTD One Year Three Year Five Year Ten Year
Wells Fargo Adv Large Co Core WLCZX 5.02 43.11 14.19 13.28 7.90
Janus Contrarian Fund JSVAX 15.44 38.49 27.02 24.26 N/A
Columbia common Stock T SGIEX 4.18 29.70 15.94 11.62 5.64
Columbia Common Stock A LCCAX 4.23 29.70 15.98 11.68 N/A
Neuberger Berman Social Res In NBSRX 6.69 23.14 15.34 15.86 7.66
Oppenheimer Value Y CGRYX 9.64 22.91 16.44 16.87 6.92
Oppenheimer Rising Divs Fund Y OYRDX 9.38 22.74 14.34 13.28 6.57
Oppenheimer Rising Divs Fund A OARDX 9.28 22.54 14.10 13.02 6.33
Oppenheimer Value A CGRWX 9.44 22.46 16.05 16.51 6.58
Oppenheimer Rising Divs Fund N ONRDX 9.09 22.15 13.77 12.67 N/A

 


Top 10 Large Cap Growth Funds

Invests primarily in large companies (generally those with market capitalizations exceeding $10 billion), with a focus on growth stocks.

 

Fund Name Ticker % Return
YTD One Year Three Year Five Year Ten Year
Eaton Vance Growth Fund A EVGFX 17.88 40.20 19.16 18.18 5.29
Eaton Vance Growth Fund B EMGFX 17.60 39.55 18.37 17.33 4.52
Eaton Vance Growth Fund C ECGFX 17.37 39.28 18.26 17.28 -.50
Alger Capital App Fund A ACAAX 14.67 31.76 20.90 15.57 7.03
Alger Capital App Fund C ALCCX 14.24 30.95 20.06 14.74 N/A
Alger Capital App Fund B ACAPX 14.24 30.81 20.00 14.70 6.27
Rydex OTC Inv RYOCX 10.00 28.34 10.97 13.97 4.58
Nationwide Growth Fund R GGFRX 9.22 28.19 12.61 N/A N/A
Rydex OTC Adv RYAOX 9.75 27.68 10.36 13.38 N/A
Direxion S&P 500 Bull 2.5X Inv DXSLX .90 27.44 N/A N/A N/A

 


Top 10 Large Cap Blend Funds

Invests primarily in large companies (generally those with market capitalizations exceeding $10 billion), with no notable bias towards either growth or value stocks.

 

Fund Name Ticker % Return
YTD One Year Three Year Five Year Ten Year
Direxion NASDAQ-100 Bull 2.5X DXQLX 16.77 61.96 N/A N/A N/A
Fidelity Adv Gr Opportunities FAGCX 10.64 29.73 12.17 11.58 2.80
Fidelity Adv Gr Opportunities FAGAX 10.39 29.18 11.72 11.12 2.41
Fidelity Adv Gr Opportunities FAGOX 10.30 28.99 11.56 10.97 2.26
Direxion Total Mkt Bull 2.5x I DXTLX 1.41 28.51 N/A N/A N/A
Fidelity Adv Gr Opportunities FABGX 9.94 28.24 10.89 10.26 1.62
Fidelity Adv Gr Opportunities FACGX 9.95 28.24 10.90 10.30 N/A
SunAmerica Focused Gr & Inc A FOGAX 4.86 24.94 14.58 12.24 N/A
MFS International Diversificat MDIJX 8.76 24.56 N/A N/A N/A
RS Core Equity Fund A GPAFX 9.70 24.37 13.15 10.46 3.49

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