Top Aggressive Growth Funds
Author: Rex Camposagrado
Author: Rex Camposagrado
We are proud to feature top performing Aggressive Growth" equity mutual funds, which primarily invest in aggressive growth equity securities of companies.
Investors can come across such funds by looking at the entire list of the Zacks #1 Rank Aggressive Growth Equity Funds.
3 Great Examples of Aggressive Growth
ProFunds UltraBull Fund Inv (ULPIX) seeks daily investment results that correspond, prior to fees and expenses, to 200% of the performance of the S&P 500 Index. It was incepted in November 1997.
The fund uses a leverage to seek to double the daily performance of the benchmark index. Leverage is borrowing money or using credit to potentially earn higher returns. But along with the potential for higher returns, leverage also increases the risk of an investment. This aggressive growth fund usually invests a substantial portion of its assets in stock index futures contracts, options on stock index futures contracts and options on securities and stock indexes. It may also invest in securities that are expected to track the S&P 500.
The aggressive growth fund has an expense ratio of 1.65%. As of July 2009, it has a portfolio turnover of 697%.
Howard S. Rubin has been lead manager of the fund since December 2009. Rubin is a Chartered Financial Analyst and has been a senior portfolio manager with ProFund Advisors since November 2004.
Stonebridge Small-Cap Growth (SBAGX) was incepted in October 1956. The aggressive growth fund seeks long-term growth of capital and short-term income as a consequential objective.
This aggressive growth fund invests primarily in common stocks that appear to have good prospects for superior earnings growth, and investing in companies with smaller market capitalizations, based on the total value of publicly traded equity securities. It picks stocks through careful analysis and intensive study of several industries and companies.
The aggressive growth fund has an expense ratio of 3.74%. As of July 2009, it has a portfolio turnover of 151%.
Matthew W. Markatos has been lead manager of the fund since February 2003. Before joining Stonebridge in 2000, Markatos was a portfolio manager and analyst of separate account equity portfolios at Van Deventer & Hoch Investment Counsel.
Needham Aggressive Growth Fund (NEAGX) seeks long-term capital appreciation. It was incepted in September 2001.
The fund invests in equities of public companies with above-average prospective growth rates. While focusing on capital appreciation, it also seeks tax efficiency and lower risk exposure through the use of hedging instruments such as short selling. The aggressive growth fund customarily invests at least 65% of total assets in equity securities of domestic issuers. Although it may invest in companies of all sizes, its investment strategy may often lead it to invest in smaller companies. The fund is non-diversified.
Shareholders have to make a minimum initial investment of $5,000 to enter this Zacks #1 Rank ("Strong Buy") fund. It has an expense ratio of 2.50%.
Bernard Lirola has been lead manager of this aggressive growth fund since January 2008. Lirola has a MBA from Harvard Business School and also co-manages the Needham Growth Fund.
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Top Aggressive Growth Equity Funds
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