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
    2025: Q4Q3Q2Q1
    2024: Q4Q3Q2Q1
    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. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
    2. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
    3. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    4. IMEA Content Management Roundtable, September 16
    5. IMEA 2025 Star Awards Celebration, September 16
    6. IMEA Marketing Summit, Sep 16-17
    7. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    8. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
    9. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    10. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
    11. IMEA Portfolio Construction Roundtable, September 24
    12. IMEA Models Roundtable, September 25
    13. Expect Miracles Atlantic Coast Classic 2025, September 29
    14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    16. 10th annual Fuse Forum, October 8
    17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    18. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
    19. 2025 MMI Annual Conference, Oct 15-17
    20. Samfund Soiree Manhattan 2025, October 23
    21. Tiburon CEO Summit XLIX, Oct 27-29
    22. 2025 Sohn San Francisco Investment Conference, October 28
    23. Schwab Impact 2025, Nov 2-4
    24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
    25. MFDF In Focus webinar - Audit Committee Chair, November 5
    26. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12




    ©All rights reserved to InvestmentWires, Inc. 1997-2025
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use