(Full Select Fund list follows article)
Standard & Poor's has released its last
Select Funds list of the year, the decade and the millennium. This momentous honor goes to 17 large-cap blend funds, a category often overlooked by investors but with some sizable funds at the larger families.
S&P's analysts note that "large-cap blend funds are those that most resemble the S&P 500 index," but the 17 Select funds are all actively managed funds in group dominated by index trackers.
One common factor among many funds selected is portfolio concentration. The
Thornburg Value Fund and
First Funds Growth and Income Portfolio are examples, investing in 41 and 34 stocks respectively. The most diversified fund in the listing is currently
American Century Income and Growth holding 276 investments.
S&P's Large Cap Blend Select Funds |
Fund Name | Ticker | Fund Group |
AAL Capital Growth/A | AALGX | AAL |
American Century: Eqty Growth/Inv | BEQGX | American Century |
American Century:
Income Gr/Inv | BIGRX | American
Century |
BlackRock Sel Eq/Inv A | CEIAX | BlackRock |
BlackRock Sel
Eq/Svc | PCESX | BlackRock |
Chase Core Equity/Prem | RITCX | Chase |
Chase Equity
Income/Prem | RIEIX | Chase |
Dreyfus Discp Stock | DDSTX | Dreyfus Disciplined |
First Funds: Growth & Inc/I | MGEQX | First Funds |
First Funds: Growth
& Inc/II | FFGIX | First
Funds |
First Funds: Growth
& Inc/II | FTREX | First
Funds |
GE Funds: US Equity/A | GEEQX | GE Funds |
GE Funds: US
Equity/Y | GEEDX | GE
Funds |
Nations: Blue Chip/Inv A | PHBCX | Nations |
Nations: Blue
Chip/Sfrst | SIBCX | Nations |
Nationwide Fund/D | MUIFX | Nationwide Invest |
Performance: Large Cap Eq/A | PFECX | Performance |
Performance: Large
Cap Eq/Inst | PFEQX | Performance |
Pioneer Fund/A | PIODX | Pioneer |
SSGA: Growth and Income
| SSGWX | SSgA |
Thornburg Value Fund/A
| TVAFX | Thornburg |
Thornburg Value
Fund/A | TVCFX | Thornburg |
Vanguard Growth & Income | VQNPX | Vanguard |
Victory: Diversified Stk/A | SRVEX | Victory |
 
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