One example of a fund that has benefited is Putnam Voyager ( PVOYX), which is up 9.1% this year. Rosenbluth said it recently had a one-third weighting to information-technology stocks, and its portfolio included such companies as business software and services leader Oracle ( ORCL), iPad and iPhone maker Apple ( AAPL), business-services conglomerate Tyco International ( TYC) and cable-services provider Comcast ( CMCSA). Also at the top is Lord Abbott Growth Opportunities Fund ( LMGAX), up 8.2% this year. Among its biggest holdings are retailer Ross Stores ( ROST), business-software seller Citrix Systems ( CTXS) and medical-device company Intuitive Surgical ( ISRG). Federated Kaufman Small-Cap Fund ( FKASX) is up 8.6% this year. Its recent picks are airline US Airways ( LCC), software firm Commvault ( CVLT) and biotech firm Dynavax ( DVAX).