Capital appreciation fund

Capital appreciation fund

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 ?
a Sioux Falls, SD, based start-up creating Montessori-inspired educational apps for iPads and iPhones, is pleased to announce a capital investment from Bluestem Capital Appreciation Fund, LLC to provide the company up to $1 million.
85 million in strategic investment from Chinese private equity firm, Peregrine Greater China Capital Appreciation Fund.
OppenheimerFunds Inc (OFI) has said that Julie Van Cleave has been named portfolio manager of the Oppenheimer Capital Appreciation Fund, effective immediately.
Riverside's Capital Appreciation Fund 2000 acquired HCPro in 2002 and has expanded the company both through internal growth and 20 add-on acquisitions, including healthcare newsletters from COR Health (Santa Barbara, CA) and Business Word (Centennial, CO), "HealthLeaders Magazine" from HealthLeaders Media (Nashville, TN), Bandido Books (Orlando, FL) from management, HRAI Coding Specialists (Richmond, VA) from management and newsletter publisher National Health Information (Atlanta, GA) from management, among many other deals.
Capital Appreciation Fund - and a Specialty Fund: Oppenheimer Real Asset Futures Fund plc.
ESI Group's investors, you'll recall, included Alice Walton's Heartland Capital Appreciation Fund LP.
Worst stock pick: Dreyfus Capital Appreciation Fund.
As a capital appreciation fund, investment is made in projects with a long payback period.
It worked with George Noble's Overseas Fund, which had $2 billion in assets within two years, and with Tom Sweeney's Capital Appreciation Fund, which had $1.
Rowe Price mutual funds that are currently closed to new investors are the Capital Appreciation Fund, High Yield Fund, Mid-Cap Growth Fund, Mid-Cap Value Fund, New Horizons Fund, and Small-Cap Stock Fund.
That included stocks such as Microsoft (Nasdaq: MSFT), AOL Time Warner (NYSE: AOL), ACXIOM (Nasdaq: ACXM), and Sirius Satellite Radio (Nasdaq: SIRI), as well as the Fidelity Capital Appreciation Fund (FDCAX) and American Century Ultra Fund (TWCUX).

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