The Economy and the Markets at Midyear 2009 - Top Funds
Top Mutual Funds in the 2nd Quarter of '09
These tables present some of the mutual fund data discussed in NBR's "The Economy and the Markets at Midyear" special for 2009. The first table identifies the top funds in the growth, value, and bond categories. The second table details how the five largest mutual funds performed in the 2nd quarter of 2009. (All results are preliminary as of 6/26/09.) Top Funds - 2nd Quarter |
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CATEGORY/NAME |
SYMBOL |
PERCENT CHANGE |
GROWTH |
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Birmiwal Oasis |
BIRMX |
+55.5% |
VALUE |
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Rydex S&P SC 600 Pure Val |
RYSVX |
+69.2% |
BOND |
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Fidelity Adv High Income Advtg. |
FAHTX |
+33.4% |
| Source: Morningstar |
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Performance of Largest Funds - 2nd Quarter |
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NAME |
SYMBOL |
PERCENT CHANGE |
PIMCO Total Return A |
PTTAX |
+4.7% |
Growth Fund of America A |
AGTHX |
+16.7% |
Vanguard Total Stock Mkt. Idx. |
VTSMX |
+16.9% |
Euro Pacific Growth A |
AEPGX |
+22.9% |
Vanguard 500 Index |
VFINX |
+15.9% |
| Source: Morningstar |
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