For years, investors have been waiting for a revival of growth funds. The moment may have arrived. During the first seven months of 2007, large-cap growth funds outdid large-cap value by more than 3 percentage points. But growth funds can be volatile. To participate in a growth rally — without taking too much risk — try one of these funds.
They have below-average standard deviation for the category, and above-average returns for 2002 through 2007, as well as 2000 and 2002, when the market tanked.
| Fund | Ticker | Standard Deviation | 2000 Return | 2002 Return | 5-year Return | Category % Rank 5-Year Return |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | AGTHX | 12.0 | 7.5% | -22.0% | 13.7% | 5 |
| Brandywine Blue | BLUEX | 12.0 | 6.8 | -13.5 | 13.0 | 8 |
| Fidelity Contrafund | FCNTX | 9.6 | -6.8 | -9.6 | 13.7 | 5 |
| FMI Provident Trust Ivy Cap | FMIRX | 9.6 | -16.3 | -16.3 | 13.3 | 6 |
| Appreciation A | WMEAX | 9.7 | N/A | -15.1 | 12.6 | 10 |
| Source: Morningstar; Returns through 6/30/07. | ||||||
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