| We are proud to feature top performing | | | | The aggressive growth fund has an expense ratio |
| “Aggressive Growth" equity mutual funds, | | | | of 3.74%. As of July 2009, it has a portfolio |
| which primarily invest in aggressive growth equity | | | | turnover of 151%. |
| securities of companies. | | | | Matthew W. Markatos has been lead manager of |
| Investors can come across such funds by looking | | | | the fund since February 2003. Before joining |
| at the entire list of the Zacks #1 Rank | | | | Stonebridge in 2000, Markatos was a portfolio |
| Aggressive Growth Equity Funds. | | | | manager and analyst of separate account equity |
| 3 Great Examples of Aggressive Growth | | | | portfolios at Van Deventer & Hoch |
| ProFunds UltraBull Fund Inv (ULPIX) seeks daily | | | | Investment Counsel. |
| investment results that correspond, prior to fees | | | | Needham Aggressive Growth Fund (NEAGX) |
| and expenses, to 200% of the performance of | | | | seeks long-term capital appreciation. It was |
| the S&P 500 Index. It was incepted in | | | | incepted in September 2001. |
| November 1997. | | | | The fund invests in equities of public companies |
| The fund uses a leverage to seek to double the | | | | with above-average prospective growth rates. |
| daily performance of the benchmark index. | | | | While focusing on capital appreciation, it also seeks |
| Leverage is borrowing money or using credit to | | | | tax efficiency and lower risk exposure through |
| potentially earn higher returns. But along with the | | | | the use of hedging instruments such as short |
| potential for higher returns, leverage also | | | | selling. The aggressive growth fund customarily |
| increases the risk of an investment. This | | | | invests at least 65% of total assets in equity |
| aggressive growth fund usually invests a | | | | securities of domestic issuers. Although it may |
| substantial portion of its assets in stock index | | | | invest in companies of all sizes, its investment |
| futures contracts, options on stock index futures | | | | strategy may often lead it to invest in smaller |
| contracts and options on securities and stock | | | | companies. The fund is non-diversified. |
| indexes. It may also invest in securities that are | | | | Shareholders have to make a minimum initial |
| expected to track the S&P 500. | | | | investment of $5,000 to enter this Zacks #1 |
| The aggressive growth fund has an expense ratio | | | | Rank ("Strong Buy") fund. It has an expense ratio |
| of 1.65%. As of July 2009, it has a portfolio | | | | of 2.50%. |
| turnover of 697%. | | | | Bernard Lirola has been lead manager of this |
| Howard S. Rubin has been lead manager of the | | | | aggressive growth fund since January 2008. Lirola |
| fund since December 2009. Rubin is a Chartered | | | | has a MBA from Harvard Business School and |
| Financial Analyst and has been a senior portfolio | | | | also co-manages the Needham Growth Fund. |
| manager with ProFund Advisors since November | | | | Discover Many More Funds |
| 2004. | | | | Learn more about the new Zacks Mutual Fund |
| Stonebridge Small-Cap Growth (SBAGX) was | | | | Rank and discover some of the best |
| incepted in October 1956. The aggressive growth | | | | market-beating mutual funds by browsing our |
| fund seeks long-term growth of capital and | | | | mutual funds section. This part of offers a variety |
| short-term income as a consequential objective. | | | | of tools, including mutual fund research, a new |
| This aggressive growth fund invests primarily in | | | | mutual fund screener, helpful answers to |
| common stocks that appear to have good | | | | frequently asked questions and quick access to |
| prospects for superior earnings growth, and | | | | prospectuses and other information. |
| investing in companies with smaller market | | | | By applying the Zacks Rank to mutual funds, |
| capitalizations, based on the total value of publicly | | | | investors can discover funds that not only |
| traded equity securities. It picks stocks through | | | | outpaced the market in the past but are also |
| careful analysis and intensive study of several | | | | expected to outperform going forward. |
| industries and companies. | | | | |