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Tocqueville Opportunity Is One Of The Best Mid-Cap Funds This Year: (TOPPX)

TedTed
in The Bullpen
FYI: Mutual fund manager Thomas Vandeventer marches to his own drummer.

It seems to be working. The fund Vandeventer runs, The Tocqueville Opportunity Fund (TOPPX), is up 36% year to date, according to Morningstar, blowing away the 25.1% on its benchmark, the Russell Mid Cap Growth Index.

And while the fund primarily holds small- and mid-cap stocks, it's posting a return more than double large-cap indexes such as the S&P 500 and the Russell 1000.

The fund, which has 92 million in assets under management, beat its benchmark on an annualized basis for the three-year period 18.3% vs. 14.4%, and the 5-year period, 11.9% vs. 10.6%, according to Morningstar.
Regards,
Ted
https://www.forbes.com/sites/lcarrel/2019/08/30/tocqueville-opportunity-is-one-of-the-best-mid-cap-funds-this-year/#49d4e7967f58

M* Snapshot TOPPX:
https://www.morningstar.com/funds/xnas/toppx/quote

Lipper Snapshot TOPPX:
https://www.marketwatch.com/investing/fund/toppx

TOPPX Is Ranked #70 In The (MCG) Fund Category By U.S. News & World Report:
https://money.usnews.com/funds/mutual-funds/mid-cap-growth/tocqueville-opportunity-fund/toppx
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