This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

6 Investors Win 10-Year Performance Records

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Royce Special Equity (RSEFX), a $2 billion fund, is up 20% this year. Charles Dreifus, its manager since 1998, has distinguished himself with a 12.7% annualized 10-year return, tying for the best return in the group featured in this article.

His portfolio appears to be in a defensive posture, given its 16% weighting to cash and no significant shifts in stock holdings in the third quarter.

Specialty chemical maker Lubrizol (LZ) is the fund's largest stock holding, at 3.8%. It is up 52% this year.

Consumer goods, at 31%, is the fund's largest sector weighting. That's led by National Presto Industries (NPK), at 3.5% of the fund. A maker of household goods and small kitchen appliances, including the Salad Shooter and the Pizzazz Pizza Maker, National Presto has sliced and diced its way to a 28% return this year.

Perhaps representative of an expectation of an uptick in new building or in home improvements is the fund's 2.8% allocation to Hubbell (HUB.B). The company makes electrical components and products, as well as lighting for residential and commercial applications. It is up 32% this year, despite the dormant new housing- and commercial-construction markets.

4 of 7

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Submit an article to us!
SYM TRADE IT LAST %CHG
AIG $58.00 -0.34%
BAC $16.35 -0.55%
C $53.35 -1.51%
CMP $87.71 -0.99%
FCX $23.35 -0.17%

Markets

DOW 17,928.20 -142.20 -0.79%
S&P 500 2,089.46 -25.03 -1.18%
NASDAQ 4,939.3270 -77.6020 -1.55%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs