Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Stock funds that topped the charts

Stock funds that were primed for an economic slowdown have come out on top this year. The best-performing, among those with assets of $100 million or more:

Stock funds that topped the charts
Wells Fargo Advantage Growth (SGROX)
YTD return:

Good buy? Yes. The fund (expenses: 1.31%) has benefited from holding companies with strong earnings, like Apple and Whole Foods. And its record -- first in five- and 10-year returns-- is impressive.
Delaware Smid Cap Growth (DFCIX)
YTD return:

Good buy? No. Smid Cap Growth (expenses: 1.5%) got new managers in 2010, both from another Delaware fund. Clearly they're off to a good start, but give this small- and midcap fund more time to build a track record.
Delaware Select Growth (DVEAX)
YTD return:

Good buy? Maybe. A big stake in consumer staples could serve well if the economy stays sluggish. The fund (expenses: 1.51%) is pricey, though, and has had misses. In 2008 it fell 44%, vs. 37% for the S&P 500.
Source: Sources: Bloomberg, Morningstar, Standard & Poor's
Notes: Fund flow data as of Sept. 30. All other data as of Oct. 31. Growth rate for stocks is the five-year average annual estimate for earnings.