LARGE CAP GROWTH
BEST OVERALL LARGE CAP GROWTH FUND
PRIMECAP Odyssey Growth Fd (POGRX)
A FAVORITE BECAUSE: We've been with the relatively new PRIMECAP funds since they started. These funds should perform better than the Vanguard versions and remain open to new investors.
WE DON'T LIKE: Odyssey Growth's .74% expense ratio is low, but Vanguard PRIMECAP Core's .54% is even lower. Cheapskate investors might prefer the Vanguard version.
| Named Favorite: | 11/09 |
| Return While Favorite: | 114.28% |
| VS. S&P While Favorite: | 13.51% |
| MAXrating: | 68 |
| Outlook: | -2% |
| Expense Ratio: | 0.67% |
LARGE CAP GROWTH SPECIAL CRITERIA WINNERS
BEST OPEN-END LARGE CAP GROWTH FUND
PRIMECAP Odyssey Growth Fd (POGRX)
| Named Favorite: | 11/09 |
| Return While Favorite: | 114.28% |
| VS. S&P While Favorite: | 13.51% |
| MAXrating: | 68 |
| Outlook: | -2% |
| Expense Ratio: | 0.67% |
BEST LARGE CAP GROWTH ETF
Vanguard Growth ETF (VUG)
| Named Favorite: | 11/09 |
| Return While Favorite: | 110.61% |
| VS. S&P While Favorite: | 9.84% |
| MAXrating: | NA |
| Outlook: | NA |
| Expense Ratio: | NA |
BEST LOW MINIMUM LARGE CAP GROWTH FUND
PRIMECAP Odyssey Growth Fd (POGRX)
| Named Favorite: | 11/09 |
| Return While Favorite: | 114.28% |
| VS. S&P While Favorite: | 13.51% |
| MAXrating: | 68 |
| Outlook: | -2% |
| Expense Ratio: | 0.67% |
BEST NTF LARGE CAP GROWTH FUND
Jensen Portfolio J (JENSX)
| Named Favorite: | 11/09 |
| Return While Favorite: | 76.41% |
| VS. S&P While Favorite: | -24.36% |
| MAXrating: | 77 |
| Outlook: | -1% |
| Expense Ratio: | 0.88% |
LARGE CAP GROWTH PREVIOUS FAVORITES
| Fund Name/Ticker: | Added | Removed | Return | Vs. S&P | ||
|---|---|---|---|---|---|---|
| Janus Fd Inc-Growth & Income (JAGIX) | 02/08 | 11/09 | -21.52% | -1.19% | ||
| Chase Growth Fund (CHASX) | 09/01 | 11/09 | 14.97% | 1.57% | ||
| Vanguard PRIMECAP Core Inv (VPCCX) | 05/05 | 11/09 | 11.68% | 18.25% | ||
| Janus Global Research Fund (JARFX) | 02/06 | 11/09 | 1.97% | 16.19% | ||
| Marsico Growth Fd (MGRIX) | 06/03 | 02/08 | 51.60% | 3.70% | ||
| Jensen Portfolio J (JENSX) | 09/01 | 02/06 | 24.24% | -7.95% | ||
| Aston ABN AMRO Growth Fund N (CHTIX) | 08/02 | 05/05 | 16.28% | -19.82% | ||
| Sentinel Capital Growth Fund A (BRGRX) | 09/01 | 06/03 | -2.94% | 0.82% | ||
| Value Line Income & Growth Fund (VALIX) | 08/02 | 06/03 | 8.85% | 0.94% | ||
| Westcore Growth Fd (WTEIX) | 08/02 | 06/03 | 3.56% | -4.35% | ||
| Sextant Growth Fund (SSGFX) | 09/01 | 08/02 | -8.01% | 2.81% | ||
| Amana Mutual Fund-Growth Fund (AMAGX) | 09/01 | 08/02 | -11.74% | -0.92% | ||
| J Hancock US Glob Lead Gr A (USGLX) | 09/01 | 08/02 | -0.71% | 10.11% | ||
| Janus Fundamental Equity Fund (JAEIX) | 09/01 | 08/02 | -6.33% | 4.49% | ||
| CSI Equity Fund Inv (CSIIX) | 09/01 | 08/02 | -3.36% | 7.43% |
LARGE CAP GROWTH TRANSACTIONS
11/09 - Added Jensen Portfolio J (JENSX). Added as Best Large Cap Growth No-Transaction Fee Fund.
11/09 - Removed Janus Fd Inc-Growth & Income (JAGIX). Reason for removal: Better option in special criteria sub-category.
11/09 - Removed Chase Growth Fund (CHASX). Reason for removal: Better option in special criteria sub-category.
11/09 - Added Vanguard Growth ETF (VUG). Added as Best Large Cap Growth Exchange Trade Fund.
11/09 - Removed Vanguard PRIMECAP Core Inv (VPCCX). Reason for removal: Better option in special criteria sub-category.
11/09 - Added PRIMECAP Odyssey Growth Fd (POGRX). Added as Best Open-End, Best Low-Minimum, and best overall Large-Cap Growth fund.
11/09 - Removed Janus Global Research Fund (JARFX). Reason for removal: Better option in special criteria sub-category.
02/08 - Removed Marsico Growth Fd (MGRIX). Reason for removal: Better options in this category now available.
02/06 - Removed Jensen Portfolio J (JENSX). Reason for removal: Poor risk-adjusted performance.
05/05 - Removed Aston ABN AMRO Growth Fund N (CHTIX). Reason for removal: Wrong strategy for market environment going forward.
06/03 - Removed Sentinel Capital Growth Fund A (BRGRX). Reason for removal: Lost confidence in manager.
06/03 - Removed Value Line Income & Growth Fund (VALIX). Reason for removal: Wrong strategy for market environment going forward.
06/03 - Removed Westcore Growth Fd (WTEIX). Reason for removal: Index-like returns with higher, active management expenses.
08/02 - Removed Sextant Growth Fund (SSGFX). Reason for removal: Too expensive relative to other options in category.
08/02 - Removed Amana Mutual Fund-Growth Fund (AMAGX). Reason for removal: Too expensive relative to other options in category.
08/02 - Removed J Hancock US Glob Lead Gr A (USGLX). Reason for removal: No load fund converted to load fund class structure.
08/02 - Removed Janus Fundamental Equity Fund (JAEIX). Reason for removal: Better options in this category now available.
08/02 - Removed CSI Equity Fund Inv (CSIIX). Reason for removal: Too expensive relative to other options in category.
