It's crucial for investors to be in the best-performing mutual funds to suit their investment strategies. TheStreet.com Ratings analyzes mutual funds by investment classes so investors know which ones are performing well -- and which are not.
Below is our recap of the best and worst performers in a variety of open-end mutual fund classifications for the week ending Oct. 4. All total-return figures and stock-price movements were computed over that Wednesday-to-Wednesday period.
Large-Cap
The top-performing large-cap fund was the (AMDEX Quote)Amidex35 Israel Mutual Fund (AMDEX), which grew 2.9%. Its top holding, Teva Pharmaceuticals (TEVA Quote), advanced 2.8%. With a drubbing of 5.8% for the (TAGRX Quote)John Hancock Large-Cap Equity Fund's (TAGRX) largest position of British Energy Group(BGY Quote) on the recent reversal in energy prices, the fund lost 2.4% of its value.
Mid-Cap
The (AFMAX Quote)AFBA 5Star Mid Cap Fund (AFMAX) rose 2.2%; its largest holding, Checkfree (CKFR Quote), moved up 2.1%. The (ADJEX Quote)Azzad Ethical Mid-Cap Fund (ADJEX) fared less well, down 1.3%, as holding Questar (STR Quote) gave up 2.1%.
Small-Cap
...Recent Comments
| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,309.92 | 1,091.49 | 2,138.44 | 32.31 |
Oil *
77.12
|
|
DOWN
154.48
|
DOWN
19.14
|
DOWN
37.61
|
DOWN
0.48
|
10 Yr
3.23%
SPDR Gold
115.06
|
|
-1.48%
|
-1.72%
|
-1.73%
|
-1.46%
|
Data delayed 20 minutes |
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