🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-140 141-160 161-180 181-200 201-220 221-240 241-260 261-280 281-300 301-320 321-340 341-360 361-380 381-400 401-420 421-440 441-460 461-480 481-500 501-520 521-540 541-560 561-580 581-600 601-620 621-640 641-660 661-680 681-700 701-720 721-734 🡆
| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
| 1. | Tanaka Growth Fund (TGFRX) | The investment seeks growth of capital. The fund invests primarily in common stocks and other equity securities of small, medium and large capitalization ...Detailed Profile | $43.9 | 49.91% | 2.45% | |||
| 2. | Delaware Growth Equity Fund Class A (FICGX) | The investment seeks long-term growth of capital. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's subadviser ...Detailed Profile | $18.69 | 32.18% | 1.14% | |||
| 3. | Midas Magic (MISEX) | The investment seeks capital appreciation. In pursuit of its investment objective, the fund may invest in any security type (e.g., common and preferred ...Detailed Profile | $29.58 | 31.92% | 3.38% | |||
| 4. | Delaware Growth Equity Fund Class R6 (FICIX) | The investment seeks long-term growth of capital. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's subadviser ...Detailed Profile | $19.44 | 30.69% | 0.79% | |||
| 5. | Edgewood Growth Fund Class Institutional (EGFIX) | The investment seeks long-term growth of capital. The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and ...Detailed Profile | $66.31 | 29.04% | 1% | |||
| 6. | Natixis Vaughan Nelson Select Fund Class Y (VNSYX) | The investment seeks long-term capital appreciation. The fund, under normal market conditions, will invest primarily in equity securities, including ...Detailed Profile | $25.18 | 28.66% | 0.9% | |||
| 7. | Natixis Vaughan Nelson Select Fund Class C (VNSCX) | The investment seeks long-term capital appreciation. The fund, under normal market conditions, will invest primarily in equity securities, including ...Detailed Profile | $23.32 | 27.75% | 1.9% | |||
| 8. | Edgewood Growth Fund Retail Class (EGFFX) | The investment seeks long-term growth of capital. The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and ...Detailed Profile | $62.68 | 27.73% | 1.4% | |||
| 9. | Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX) | The fund investment attempts to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The fund ...Detailed Profile | $87.67 | 26.5% | 1.21% | |||
| 10. | Permanent Portfolio Aggressive Growth Portfolio Class A (PAGDX) | The mutual fund is designed to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The fund ...Detailed Profile | $87.42 | 26.28% | 1.46% | |||
| 11. | Christopher Weil & Company Core Investment Fund (CWCFX) | The investment seeks long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing in undervalued equity ...Detailed Profile | $20.98 | 26.14% | 1.2% | |||
| 12. | Wedgewood Fund Class Retail (RWGFX) | The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment ...Detailed Profile | $5.73 | 25.9% | 1.13% | |||
| 13. | TCW Select Equities Fund Class I (TGCEX) | The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any ...Detailed Profile | $44.55 | 25.81% | 0.76% | |||
| 14. | John Hancock Funds Fundamental All Cap Core Fund Class R6 (JFAIX) | The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in ...Detailed Profile | $31.78 | 25.75% | 0.72% | |||
| 15. | Fidelity Fund Class K (FFDKX) | The investment seeks long-term capital growth. The fund normally invests primarily in common stocks. It potentially invests a portion of assets in bonds, ...Detailed Profile | $75.18 | 25.73% | 0.4% | |||
| 16. | Permanent Portfolio Aggressive Growth Portfolio Class C (PAGHX) | The fund investment aims to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The fund ...Detailed Profile | $83.79 | 25.66% | 2.21% | |||
| 17. | Provident Trust Strategy Fund (PROVX) | The investment seeks long-term growth of capital. The fund invests mainly in a limited number of multi-capitalization growth stocks. It will compare ...Detailed Profile | $23.06 | 25.46% | 0.97% | |||
| 18. | John Hancock Funds Fundamental All Cap Core Fund Class A (JFCAX) | The fund investment attempts long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment ...Detailed Profile | $30.98 | 25.45% | 1.14% | |||
| 19. | Janus Henderson Forty Fund Class R (JDCRX) | The investment seeks long-term growth of capital. The fund pursues its investment objective by normally investing primarily in a core group of 30-40 ...Detailed Profile | $51.51 | 25.41% | 1.42% | |||
| 20. | Columbia Large Cap Growth Fund Class A (LEGAX) | The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the ...Detailed Profile | $64.44 | 25.36% | 1.03% | |||
🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-140 141-160 161-180 181-200 201-220 221-240 241-260 261-280 281-300 301-320 321-340 341-360 361-380 381-400 401-420 421-440 441-460 461-480 481-500 501-520 521-540 541-560 561-580 581-600 601-620 621-640 641-660 661-680 681-700 701-720 721-734 🡆
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