Today we are featuring top-performing “Aggressive Growth” equity mutual funds, which primarily invest in equity securities of companies.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Aggressive Growth Equity Funds.
2 Solid Samples
Pin Oak Aggressive Stock (POGSX) seeks long-term growth by concentrating investments primarily in small and medium-size companies within growth-oriented industries.
The fund generally does not base stock selections on a company’s size, but rather on assessment of a company’s fundamental prospects for growth. As of April 2009, its portfolio turnover was 38%.
Charles Schwab Corp. (SCHW), Amazon.com Inc. (AMZN) and Expedia Inc. (EXPD) are among the fund’s top holdings.
Wasatch Ultra Growth (WAMCX) was incepted in August 1992. The investment seeks long-term growth of capital, with income as a secondary objective.
The fund invests primarily in the equity securities of rapidly growing small- and medium-size companies with market capitalizations of less than $5 billion. It may invest up to 30% of total assets in securities issued by foreign companies in developed or emerging markets.
Ajay Krishnan has managed the fund since 1999. The fund has an expense ratio of 1.75%.
Discover Many More Funds
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual funds section. This part of Zacks.com offers a variety of tools, including mutual fund research, a new mutual fund screener, helpful answers to frequently asked questions and quick access to prospectuses and other information.
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward.
