Taking Stock: Best Mutual Funds
Published July 29, 2013 11:57 AM
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Updated April 25, 2016 3:01 PM
1 Min Read
Taking Stock: Best Mutual Funds
Equities continue their climb, notching gains of 15.7% so far this year, as measured by the S&P 500. This comes after a 13% gain last year. Against that backdrop, we asked Morningstar to rank the top mutual funds in the U.S. for the past 12 months. We limited it to open-end funds that have at least $100 million in assets and that have been in business for at least five years.
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Source: Morningstar
To read the text version of this article, click
here.
Source: Morningstar
<b>10. Fidelity Select Biotechnology</b>
12-month return: 56.40%
Ticker: FBIOX
Morningstar category: Health
60-month return: 19.20%
Total assets: $5.2 billion
Ticker: FBIOX
Morningstar category: Health
60-month return: 19.20%
Total assets: $5.2 billion
<b>9. Pacific Advisors Small Cap Value A</b>
12-month return: 56.46%
Ticker: PASMX
Morningstar category: Small Blend
60-month return: 9.11%
Total assets: $146.7 million
Ticker: PASMX
Morningstar category: Small Blend
60-month return: 9.11%
Total assets: $146.7 million
<b>8. Oberweis China Opportunities</b>
12-month return: 58.49%
Ticker: OBCHX
Morningstar category: China Region
60-month return: 7.54%
Total assets: $135.4 million
Ticker: OBCHX
Morningstar category: China Region
60-month return: 7.54%
Total assets: $135.4 million
<b>7. Fidelity Japan Smaller Companies</b>
12-month return: 59.95%
Ticker: FJSCX
Morningstar category: Japan Stock
60-month return: 8.86%
Total assets: $512.7 million
Ticker: FJSCX
Morningstar category: Japan Stock
60-month return: 8.86%
Total assets: $512.7 million
<b>6. Rydex S&P 500 2x Strategy H</b>
12-month return: 60.24%
Ticker: RYTNX
Morningstar category: Large blend
60-month return: 7.09%
Total assets: $142 million
Ticker: RYTNX
Morningstar category: Large blend
60-month return: 7.09%
Total assets: $142 million
<b>5. Bridgeway Ultra-Small Company</b>
12-month return: 63.75%
Ticker: BRUSX
Morningstar category: Small value
60-month return: 11.8%
Total assets: $143.9 million
Ticker: BRUSX
Morningstar category: Small value
60-month return: 11.8%
Total assets: $143.9 million
<b>4. Fidelity Select Automotive</b>
12-month return: 72.16%
Ticker: FSAVXt
Morningstar category: Consumer cyclical
60-month return: 14.87%
Total assets: $187 million
Ticker: FSAVXt
Morningstar category: Consumer cyclical
60-month return: 14.87%
Total assets: $187 million
<b>3. Legg Mason Opportunity C</b>
12-month return: 78.53%
Ticker: LMOPX
Morningstar category: Mid-cap value
60-month return: 4.85%
Total assets: $1.4 billion
Ticker: LMOPX
Morningstar category: Mid-cap value
60-month return: 4.85%
Total assets: $1.4 billion
<b>2. Rydex Russell 2000 2x Strategy A</b>
12-month return: 85.13%
Ticker: RYRUX
Morningstar category: Small blend
60-month return: 6.14%
Total assets: $102.2 million
Ticker: RYRUX
Morningstar category: Small blend
60-month return: 6.14%
Total assets: $102.2 million
<b>1. ProFunds Biotechnology UltraSector Inv</b>
12-month return: 108.37%
Ticker: BIPIX
Morningstar category: Health
60-month return: 21.65%
Total assets: $254 million
To read the text version of this article, click
here.
Ticker: BIPIX
Morningstar category: Health
60-month return: 21.65%
Total assets: $254 million
To read the text version of this article, click
here.
