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A
picture is often more valuable than
many, many words. Here we can
graphically see The Best 5
Performing Funds For The Last 13
Weeks and how they fared through
the recent ups and downs. Funds that
takes off like a rocket but fall
like a rock, may be too
risky for serious retirement money.
13-Week Small-Cap Fund Returns:
|
Place |
Small-Cap Fund Name |
Ticker |
$10,000 For 13 Weeks |
|
#1 |
Baron Growth |
BGRFX |
$11,094 |
|
#2 |
Fidelity Small Cap Independ |
FDSCX |
$10,963 |
|
#3 |
PBHG Strategic Small Co |
PSSCX |
$10,923 |
|
#4 |
Fidelity Low-Priced Stock |
FLPSX |
$10,818 |
|
#5 |
Rice,Hall James Micro Cap |
RHJSX |
$10,806 |
|
#6 |
Strong Small Cap Value Z |
SSMVX |
$10,793 |
|
#7 |
PBHG Emerging Growth |
PBEGX |
$10,784 |
|
#8 |
PIMCO NFJ Small Cap Val |
PVADX |
$10,769 |
|
#9 |
Alger Small Cap Inst. |
ALSRX |
$10,723 |
|
#10 |
Managers Special Equity |
MGSEX |
$10,706 |
|
#11 |
RS Smaller Company Gro |
RSSGX |
$10,688 |
|
#12 |
Morg Stanley Small Co Gro |
MSSMX |
$10,680 |
|
#13 |
AIM Small Company Growth |
FIEGX |
$10,652 |
|
#14 |
Neuberger-Berman Genesis |
NBGEX |
$10,633 |
|
#15 |
Fidelity Small Cap Stock |
FSLCX |
$10,619 |
|
#16 |
Russell 2000 - Category Index |
^RUT |
$10,549 |
|
#17 |
Dreyfus Founders Discovery |
FDISX |
$10,525 |
|
#18 |
RS Emerging Growth A |
RSEGX |
$10,388 |
|
#19 |
FMA Small Company Inst. |
FMACX |
$10,335 |
|
#20 |
Calvert New Vision A |
CNVAX |
$10,312 |
|
#21 |
Ariel Fund |
ARGFX |
$10,266 |
Example Example

Recent Trends
Example
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The
Russell 2000 Index graph for this category
is shown on
the Major Index Graph Page.
It
is not possible to invest directly
into a market index. The
dollar figures shown here are for
comparison purposes only.
Reported performances of the past
are not a guarantee or prediction of future
returns.


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