That’s because Fabian, editor of the Maverick Advisor, features a record 540 funds on the latest list – a quarter of all equity funds. The reasons, according to Fabian: More funds now have a five-year track record, and the generally weak recent performance of large-cap core and international offerings.
On the other hand, Fabian said that many small-cap funds have been outperforming their large-cap brethren.
The top ten funds on the latest list included:
- AIM Value
- MFS Massachusetts Investors A
- Vanguard US Growth
- Putnam Investors
- Fidelity Aggressive Growth
- T Rowe Price International Stock
- Putnam Vista
- Vanguard International Growth
- AIM Charter
- AXP Growth
To make the list, a fund must underperform its peer group for the last year as well as for the last three and five-year periods.