Pacific Advisors Small Cap Value Fund (PASMX), with $73 million in assets, has a 19.8% gain in the past month, getting a boost from Kirby (KEX), which operates the largest fleet of tank barges in the U.S. inland waterways, up 14.4% this month; Conn's (CONN), a home-appliance retailer operating over 50 stores in Texas and Louisiana, up 17.8% this month; and Amerigon (ARGN), a maker of high-technology electronic systems for auto and truck manufacturers, up 16.6%.
Another in the same category of funds is the $55 million Dreyfus Small Cap Fund (DSVAX), with a 19.6% return in the past 30 days, although it's off 9.4% this year.
Dreyfus Small Cap has benefited from the recent gains of ScanSource (SCSC), a distributor of automatic-identification and point-of-sale products, including bar-code printers and scanners, which is up 25% in the past month; DealerTrack Holdings (TRAK), a provider of on-demand software and data services for the car-retail industry, which gained 30% this month; and GeoEye (GEOY), a provider of satellite imagery and image-processing services and products, which gained 29%.
BlackRock Energy & Resources Fund (SSGRX) is the biggest among the top-performing funds over the past month. It has $1.1 billion in assets and a 19% advance, but it's down 6.9% on the year. This fund has an amazing 10-year annualized return of 18%, versus 3.5% for the S&P 500.Its big winner of late is Alpha Natural Resources (ANR), the biggest holding at 9%, a stake almost double the size of the second-largest holding. Although it's down 58% this year, the stock gained 17.5% in the past 30 days, including 19.6% in the past week.
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