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. | |||
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.
Broker-dealer expands its model portfolio platform with modular building block strategies designed to give advisors greater customization at scale.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
