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Mutual Fund Commentary

Today we are featuring top-performing “Aggressive Growth" equity mutual funds, which primarily invest in aggressive growth equity securities of companies.  Their objective is to achieve the highest possible returns. Investors willing to accept a higher than normal risk-return trade-off would do well to consider this fund category

5 Great Examples of Aggressive Growth

White Oak Select Growth Fund (WOGSX) seeks long-term capital appreciation. It was incepted in August 1992.

The aggressive growth fund invests in established companies with market capitalizations in excess of $5 billion, located in the U.S. When considering potential investments the fund seeks out stocks with above average growth potential available at attractive prices

This aggressive growth fund has an expense ratio of 1.25% against a category average of 1.33%. As of October 2009 it has a portfolio turnover of 353% compared to a category average of 112%. The fund’s top holdings include Amazon.com, Inc, Cisco Systems, Inc. and KLA-Tencor Corporation. For the year ended October 31, 2009, the fund outperformed the S&P 500 and the Lipper Large-Cap Growth Funds Average Indexes.

James D. Oelschlager has been lead manager of the fund since August 1992. Before founding Oak Associates in 1985, Oelschlager was director of pension investments with the Firestone Tire & Rubber Company.

Eagle Capital Appreciation A (HRCPX - MF report)  seeks long-term capital growth. It was incepted in December 1985.

At least 65% of the assets in this aggressive growth fund are invested in established companies which have the potential of providing good returns over the long term. It may look to use all its assets to purchase high-quality, short-term debt instruments.

The aggressive growth fund has an expense ratio of 1.36% against a category average of 1.33%. As of October 2009, it has a portfolio turnover of 54% against a category average of 112%. The fund’s top holdings include Crown Castle International Corporation, American Tower Corporation A and Apple, Inc. For the year ended October 31, 2009 the fund outperformed its benchmark, the Russell 1000 Growth Index.

David G. Shell has been lead manager of this aggressive growth fund since December 2002. Before his current assignment, Shell was a senior portfolio manager at Liberty Investment Management.

Delaware Trend Fund A (DELTX)  seeks capital appreciation. It was incepted in October 1968.

This aggressive growth fund invests at least 80% of its assets in small and mid-cap companies which have the potential to grow at a faster pace than the U.S. economy. It seeks out companies that have strong fundamentals and the ability to react quickly to changing business conditions. It may invest up to 20% of its assets in foreign companies.

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of small- and mid-capitalization companies. It focuses on small- and mid-capitalization companies that are expected to grow faster than the U.S. economy. The fund has the ability to invest up to 20% of its net assets in the securities of foreign issuers The aggressive growth fund has an expense ratio of 1.60% against a category average of 1.61%. As of September 2009, it has a portfolio turnover of 110% against a category average of 133%. The fund’s top holdings include Abraxis BioScience Inc, Charles River Laboratories International Corp. and CommScope Inc. For the 1-year period ended June 30, 2009, the fund outperformed its benchmark, the Russell 2000 Growth Index.

Lori P. Wachs has been lead manager of the fund since December 1997. Before her current assignment, Wachs was with the equity-risk arbitrage department of Goldman Sachs.

Winslow Green Growth Fund (WGGFX)  seeks capital appreciation through investments which are environmentally responsible. It was incepted in March 2001.

The majority of this aggressive growth fund’s assets are used to purchase equity securities of environmentally proactive or environmentally sensitive domestic companies. Small and medium-sized domestic companies that are reasonably priced and have above-average growth potential are also potential investment options for the aggressive growth fund.

The aggressive growth fund has an expense ratio of 1.45% against a category average of 1.61%. It has an annual holdings turnover of 113% compared to a category average of 133%. The fund’s top holdings include Telvent GIT SA, American Superconductor Corporation and Horsehead Holding Corporation. The fund outperformed its benchmark, the Russell 2000 Growth Index, during the first two quarters of 2009.

Jackson W. Robinson has been lead manager of the fund since April 2001. Robinson has over 26 years of investment experience and is the founder of the Winslow Management Company.

Westcore MIDCO Growth (WTMGX)  seeks long-term capital appreciation. It was incepted in August 1986.

Stocks of medium-sized companies with significant growth potential constitute the primary investments of this aggressive growth fund. This aggressive growth fund invests at least 80% of the value of its net assets in mid-cap companies. These are companies with market capitalizations similar to those included in the Russell Mid-cap Growth index.

The aggressive growth fund has an expense ratio of 1.04% against a category average of 1.46 %. It has an annual portfolio turnover of 142% against a category average of 132%. The fund’s top holdings include Fidelity Instl MM Fds Government I, Goodrich Corporation and T Rowe Price Group. For the 1-year period ended June 2009, the fund had outperformed the Russell Midcap Growth Index and the Lipper Mid-Cap Growth Index.

William S. Chester has been lead manager of the fund since October 2002. Chester is a Chartered Financial Analyst and has earlier worked with Centennial Precious Metals and the University of Denver.

Discover many more aggressive growth funds by taking a look at the entire list of the Zacks ranked Aggressive Growth Equity Funds 

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