Mutual Funds
Small-Caps Stall Out; Biggest Fund Shuffle
(MONEY Magazine) – Is the small-stock rally of the past five years finally over? After July's 5.3% loss, small-cap funds are right back to where they stood a year ago. July also brought a change in the Biggest Funds lineup. Fidelity Magellan fell off the list and American Funds Capital World Growth & Income was added. THE 10 BIGGEST STOCK FUNDS FUND AVERAGES TOP-PERFORMING FUNDS NOTES AND SOURCES: Data as of July 27 from Lipper, New York; 877-955-4773. Tickers represent the largest share class. The 10 Biggest Stock Funds are ranked by total net assets. [1] Annualized. [2] Closed to new investors. N.A.: Not applicable or not available. |
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