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
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

9 Stocks Giving Mutual Funds a Breakout Year

1. Ariel Appreciation Fund (CAAPX)

Summary: Last year, the fund's total return was a loss of 7.4%, as compared to a loss of 2.8% for the S&P multi-cap core funds average. The fund's three-year performance, though, is an average annual return of 24.6% versus its peers' 16.4%.

Ariel has no sales load, and its net current expense ratio of 1.18% is below its peer group's 1.38%. It's off to a good start, gaining 7.5% this year, putting it in the top 9% of funds in its category. A few of the top-rated stocks in Ariel's top holdings follow:

Dell (DELL)

Company profile: Dell is one of the world's largest manufacturers of PCs, server and storage products and it also provides IT services.

Analysts' take: The company has an efficient manufacturing/sales model that creates huge cash flow. That can be used to make acquisitions and enter new fields. S&P has a $19 price target on it, a 15% premium to its current price.

Zimmer Holdings (ZMH)

Company profile: Zimmer is an innovative designer, manufacturer and marketer of orthopedic reconstructive implants, such as artificial knees and hips, dental implants, spinal implants and related surgical products.

Analysts' take: Baby boomers are its target market and that demographic is big and growing fast, so this is a long-term growth story. S&P, in a survey of analysts, found nine "buys" five "buy/holds," with 15 "holds," and one "sell." S&P has a $58 price target on it, a 3.2% premium to its current price.

Aflac (AFL)

Company profile: Aflac is a seller of supplemental health and life insurance. About 80% of its earnings come from Japan and 20% from the U.S.

Analysts' take: The irritating Aflac duck is bigger in Japan than here now, as the market there is seeing steady growth due to its huge, older population. S&P found four "buy" ratings, eight "buy/holds," six "holds," and one "sell." S&P gives it a $48 price target, a mere 1.9% premium to its current price.

2 of 4

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,079.57 -42.44 -0.25%
S&P 500 1,996.74 -3.38 -0.17%
NASDAQ 4,557.6950 -11.9260 -0.26%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs