Slideshow Taking Stock: Best Mutual Funds

Published
  • July 29 2013, 11:57am EDT
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Taking Stock: Best Mutual Funds

Equities continue their climb, notching gains of 15.7% so far this year, as measured by the S&P 500. This comes after a 13% gain last year. Against that backdrop, we asked Morningstar to rank the top mutual funds in the U.S. for the past 12 months. We limited it to open-end funds that have at least $100 million in assets and that have been in business for at least five years.

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Source: Morningstar

<b>10. Fidelity Select Biotechnology</b>

12-month return: 56.40%

Ticker: FBIOX

Morningstar category: Health

60-month return: 19.20%

Total assets: $5.2 billion

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<b>9. Pacific Advisors Small Cap Value A</b>

12-month return: 56.46%

Ticker: PASMX

Morningstar category: Small Blend

60-month return: 9.11%

Total assets: $146.7 million

<b>8. Oberweis China Opportunities</b>

12-month return: 58.49%

Ticker: OBCHX

Morningstar category: China Region

60-month return: 7.54%

Total assets: $135.4 million

<b>7. Fidelity Japan Smaller Companies</b>

12-month return: 59.95%

Ticker: FJSCX

Morningstar category: Japan Stock

60-month return: 8.86%

Total assets: $512.7 million

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<b>6. Rydex S&P 500 2x Strategy H</b>

12-month return: 60.24%

Ticker: RYTNX

Morningstar category: Large blend

60-month return: 7.09%

Total assets: $142 million

<b>5. Bridgeway Ultra-Small Company</b>

12-month return: 63.75%

Ticker: BRUSX

Morningstar category: Small value

60-month return: 11.8%

Total assets: $143.9 million

<b>4. Fidelity Select Automotive</b>

12-month return: 72.16%

Ticker: FSAVXt

Morningstar category: Consumer cyclical

60-month return: 14.87%

Total assets: $187 million

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<b>3. Legg Mason Opportunity C</b>

12-month return: 78.53%

Ticker: LMOPX

Morningstar category: Mid-cap value

60-month return: 4.85%

Total assets: $1.4 billion

<b>2. Rydex Russell 2000 2x Strategy A</b>

12-month return: 85.13%

Ticker: RYRUX

Morningstar category: Small blend

60-month return: 6.14%

Total assets: $102.2 million

<b>1. ProFunds Biotechnology UltraSector Inv</b>

12-month return: 108.37%

Ticker: BIPIX

Morningstar category: Health

60-month return: 21.65%

Total assets: $254 million


To read the text version of this article, click
here.