10. INVESCO VAN KAMPEN CAPTIAL GROWTH (ACPAX)
Return: 15.6%Assets: $3.7 billion Managers: Eric Voss and Ido Cohen, both since June 2010 along with an advisory team Top stocks: Apple (AAPL - Get Report), 7.4%, Visa (V), 3.2%, and Baidu (BIDU - Get Report), 2.7% Big winner: Rovi (ROVI) provides interactive-programming guides and search services that are embedded in consumer-electronics products, and database access to entertainment content, comprising 2% of the fund. It's up 71% this year. Strategy: Not for the faint of heart, this fund tumbled 49% in 2008, putting it at the bottom of its peer group in terms of returns, then rebounded with a blazing 66% return in 2009, putting it back near the top. It has a diverse portfolio of 63 stocks, with only 30% of its assets in the top 10 shares, indicative of bottom-up analysis. The top sector bet is computer hardware, at 14.9%, followed by consumer services, at 12%. The portfolio turnover is 63%. One-hundred percent means all holdings change once within a calendar year.