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Return: 21.7%

Assets: $3.4 billion

Managers: Thomas Galvin, since 2003; Richard Carter and Todd Herget, both since March 2009

Top stocks: Amazon ( AMZN) , 4.7%, EOG Resources ( EOG), 4.5%, and MasterCard ( MA), 4.4%

Big winner: Lululemon Athletica ( LULU) makes and sells yoga-workout wear. It comprises 4.4% of the fund and has soared 80% this year.

Strategy: The fund has an aggressive investment style and is focused, holding only 30 stocks, with the top 10 making up 43% of the portfolio. It has a buy-and-hold strategy as portfolio turnover is only 27%. That approach contributes to its volatility, as indicated by its 44% decline in 2008 and 46% rebound last year. The health-care sector is a hefty 22% of its holdings, followed by consumer services, at 18.7%.

The fund wanders from its large-cap category by mixing old-line large-caps, such as MasterCard ( MA), with a $33 billion market value, with fast-growing newcomers, such as Priceline ( PCLN), the online travel firm that's up 88% this year.

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