FYI: The U.S. stock market has gained an average 10.2% a year since 1926, according to Morningstar Inc. Thanks to the market’s meteoric rise this month, however, some equity funds have already beaten that average annual gain. Whether you sell them now and take your average gain or cross your fingers and hope for more depends on your outlook and your long-term asset allocation.
Here are 11 funds that have already crossed the 10.2% threshold — and how they did it. Returns are as of Monday's close.
Regards,
Ted
1. Quantified STF Fund (QSTFX)
2. Zevenbergen Genea Fund (ZVGIX)
3. Copley Fund (COPLX)
4. Rock Oak Core Growth Fund (RCKSX)
5. Nysa Fund (NYSAX)
6. Marsico Focus Fund (MFOCX)
7. Baron Opportunity Fund (BIOPX)
8. T. Rowe Price Blue Chip Growth (TRBCX)
9. Fidelity Growth Company (FDGRX)
10. Homestead Growth (HNASX)
11. Harbor Capital Appreciation (HACAX)
