Second Quarter Ultra Fund Families
The smaller 'Ultra' fund family list of groups with 10 to 39 rated funds is led again by Hotchkis & Wiley Funds with 13 of their 17 rated funds in the top 30% of our rankings. The Hotchkis & Wiley Value Opportunities A (HWAAX) earned an 'Excellent' rating of "B+" for the period ending June 30, 2012.
The State Street moved up to second place with 69.2% of their 13 rated funds in the 'buy' range including A rated State Street Equity 500 Index A (STFAX).
California Investment Trust grabbed third place with eight of 12 fund ranked as top rated. This earns an honorable mention with A+ rated funds such as the NASDAQ-100 Index Direct (NASDX).
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