Aggressive growth mutual fund

(redirected from Capital Appreciation Funds)

Aggressive growth mutual fund

A mutual fund designed for maximum capital appreciation that places its money in companies with high growth rates.

Aggressive Growth Mutual Fund

A mutual fund that invests primarily or exclusively in high-risk, high-return securities. They may invest in IPOs and quickly re-sell; they also commonly invest in options. Very little of the income from an aggressive growth mutual fund comes from dividends; rather, most of its earnings come from capital appreciation. They have a high degree of volatility, and tend to correlate highly with stock market performance; that is, they do well when stock markets do well and poorly otherwise. Some analysts believe that while aggressive growth mutual funds correlate in this way, they do so more strongly, meaning that their values increase and decrease more steeply than stock markets as a whole.
References in periodicals archive ?
Putnam leaves, Bill Wilby will be named co-manager of the Capital Appreciation Funds and other products Ms.
That tally, according to statistics compiled by Lipper Analytical, would place Brown's fund as 24th in a field of 101 no-load capital appreciation funds.
In the performance rankings for major stock-fund categories, capital appreciation funds ranked just behind the small-growth category with an 11.
Mutual fund sales are being driven by consistent investment performance from the company's investment boutiques in both income oriented and capital appreciation funds, which remain in high demand from customers.
In addition to four pre-1995 acquisitions, Riverside has brought to market The Riverside Capital Appreciation Funds of 1995, 1998, 2000 and 2003, attracting investors from pension funds, endowments, funds-of-funds, insurance companies and banks.
7 percent last year, 138th out of 157 capital appreciation funds, according to Lipper.
CAPITAL APPRECIATION FUNDS Alger: Capital Apprec $19.
The fund also finished second out of 170 capital appreciation funds for the same period, according to Lipper.
So, someone between the ages of 35 and 55 might invest 10% in money-market funds, 40% in growth and income stock funds, 30% in capital appreciation funds and 20% in high-quality bonds or bond funds.
In addition to four pre-1995 acquisitions, Riverside has brought to market The Riverside Capital Appreciation Funds of 1995, 1998 and 2000, attracting investors from pension funds, endowments, funds-of-funds, insurance companies and banks.
Linda Peterson, co-manager of American Century's Heritage and VP Capital Appreciation funds, has been promoted to vice president and senior portfolio manager and assumes overall responsibility of American Century Giftrust.

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