1 ranking out of 168 Lipper growth funds
for the 10-year period ended March 31, 2000, and was ranked No.
While a handful of growth funds
may have performed as well, portfolio managers Frank Mastrapasqua and Tad Trantum believe they expose shareholders to much less risk by using a proprietary buy/sell strategy that doesn't fit the typical growth-fund mold.
1 as the Tax-Managed Growth and Tax-Managed Emerging Growth funds
that it offers to new investors.
John Hancock Funds announced that it has introduced the John Hancock Multi Cap Growth Fund
, effective today.
According to the Investment Company Institute, sales for growth funds
have led all equity fund categories in recent months.
Top 10 holdings in the Winslow Green Growth Fund
as of March 31, 2003 included: Atherogenics (Ticker symbol: AGIX), Polymedica (PLMD), Surmodics (SRDX), Thoratec (THOR), Sonic Solutions (SNIC), Conceptus (CPTS), Dot Hill (HIL), United Natural Foods (UNFI), Whole Foods Market (WFMI) and Friedman Billings (FBR).
Touchstone Investments announced today the addition of the Touchstone Small Cap Growth Fund
to its family of 18 mutual funds.
Investors are more conservative and risk averse and the appeal of aggressive growth funds
has been substantially diminished," he said.
The Preferred Large Cap Growth Fund
is managed by Kathleen McCarragher, executive vice president of Jennison.
investment advisers to Citizens Funds, a leading provider of socially responsible mutual funds, today announced that the Citizens Small Cap Core Growth Fund
performed in the top 10% of its category for the three-month period ending on 10/10/01, according to Morningstar, an independent provider of investment portfolio information.
Using ongoing returns that are now largely generated by the reservation's natural gas, and other mineral assets, the financial plan - formally adopted in 1999 - has established two major funds: a large, prudently managed permanent fund for core government operations, including considerable annual financial benefits for tribal members, and an aggressively invested growth fund
to expand tribal wealth above current superior levels over the long-term.
Characteristically, small-company growth funds
are volatile and speculative, risking above average losses in order to achieve the highest possible capital gains.