Click column headers to sort fields
| Rank | Fund name | Total return, YTD | Full profile |
|---|---|---|---|
| 1 | Rydex S&P SmallCap 600 Pure Value C | 18.58 | RYYCX |
| 2 | Fidelity Select Air Transportation | 18.52 | FSAIX |
| 3 | Fidelity Select Transportation | 18.51 | FSRFX |
| 4 | ProFunds Banks UltraSector Inv | 16.47 | BKPIX |
| 5 | Tilson Focus | 16.21 | TILFX |
| 6 | Hotchkis and Wiley Small Cap Value I | 15.78 | HWSIX |
| 7 | Fidelity Select Banking | 15.74 | FSRBX |
| 8 | Rydex Russell 2000 2x Strategy A | 15.64 | RYRUX |
| 9 | ProFunds UltraSmall Cap Inv | 15.62 | UAPIX |
| 10 | Direxion Mthly Small Cap Bull 2X | 15.48 | DXRLX |
Group average YTD total return of 9,851 funds: 4.61 Data through Mar. 15, 2010 | Source: Morningstar Total Return. Total return measures the increase in an investment in this fund as a percentage of that initial investment. Total return includes both income (in the form of dividends or interest payments) and capital gains or losses (the increase or decrease in the value of a security). Morningstar calculates total return by taking the change in a fund's NAV, assuming the reinvestment of all income and capital gains distributions (on the actual reinvestment date used by the fund) during the period, and then dividing by the initial NAV. Total returns for periods of longer than one year are annualized. Total return data is updated daily, except 10-year trailing return, which is updated monthly. For more info, visit Morningstar.com. All fund profile information on InvestmentNews.com is powered by Morningstar. | |||
The president signed an executive order late Thursday which he says will broaden choice
Survey research reveals just three-tenths trust AI-generated recommendations, bolstering the case for lasting human relationships with advisors.
Advyzon has launched a new hub for professionally managed model portfolios, while SS&C unveiled a unified suite of wealth solutions under the Black Diamond banner.
Former LA-based advisor James Arthur McDonald Jr. is facing federal prison time for defrauding investors out millions of dollars in a Ponzi-like scheme after a failed anti-America bet.
Meanwhile, Ameriprise has lured a 28-year veteran advisor away from Merrill in Pennsylvania, and taken over a bank-based investment program from Osaic in Michigan.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
