Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:The Next Star PMs? The Street Makes a List Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, December 16, 2011

The Next Star PMs? The Street Makes a List

News summary by MFWire's editors

After naming the six worst mutual funds for 2011, The Street's Frank Byrt has moved on to naming 10 mutual funds for readers to mull over through the weekend.

Each of the mutual funds on his list holds at least $1 billion in assets and performed better than its well-known peers.

He notes that several of the top 10 performers provide long-term, reliable double digit returns and some have 15-year average annual returns of 8 percent to 12 percent.

The ten include funds and their PMs, in order of return, are:

  • Top of the list are co-PMs John Kohli and Blair Schmicker. The pair rode their picks among regulated domestic electric and natural gas utilities company stocks inside Franklin Utilities (FKUTX) [profile] to a 14-percent return, well ahead of the rest of the list.

  • PM Rajiv Kaul created a brew of mid- and small-cap biotech stocks that pushed Fidelity Select Biotechnology (FBIOX) [profile] to a 12.7-percent gain.

  • Sequoia Fund (SEQUX) [profile], co-PMed by Robert Goldfarb and David Poppe, placed on the list with a 10.7-percent gain.

  • Federated Strategic Value Dividend Fund (SVAAX) [profile] earned a spot on the list with a 10.6-percent return.

  • In their second year, co-PMs Christopher Bonavico and Kenneth Broad managed their Delaware Smid Cap Growth (DFDIX) [profile] to a 10.3-percent return.

  • "Bottom-up" PM William Joyce cobbled together a 10-percent gain for GMO Quality's Fund (GQETX) [profile].

  • "Wandering" PM Tom Ognar took Wells Fargo Advantage Growth (SGRNX) profile] 5.6 percent higher.

  • Value-focused PMs Ed Owens and Jean Hynes have ridden Vanguard Health Care Admiral Fund (VGHAX) [profile] to a 6.9-percent return.

  • SunAmerica Focused Dividend (FDSAX) [profile] where PM Brendan Voege earned a 6.8-percent increase gain.

  • PM's James Cullen and John Gould have put Cullen High Dividend Equity (CHDVX) [profile] on course to return 6.5 percent in 2011. 

    Edited by: HFD


    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

  • 0.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2024: Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. 2024 ICI Leadership Summit, May 21-23
    2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
    3. Schwab Institutional Investor Day, May 22
    4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
    5. Raymond James 2024 Analyst & Investor Day, May 23
    6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
    7. MFDF Conference of Fund Leaders Forum, June 5
    8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
    9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
    10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
    11. 2024 Nicsa Fearless Leadership Symposium, June 12
    12. Expect Miracles East Coast Classic 2024, June 13
    13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
    14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
    15. New York YPEM Cornhole Classic, June 25
    16. Morningstar Investment Conference Conference 2024, Jun 26-27
    17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
    18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
    19. MFDF Director Discussion Series - Open Forum (New York), July 23
    20. 2024 MMI Annual Conference, Oct 15-17
    21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
    22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
    23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
    24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




    ©All rights reserved to InvestmentWires, Inc. 1997-2024
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use