Large Cap Fund Standouts
Large Cap Value-based Funds: The data-base of Morningstar.com has
381 funds in this particular category. Their average size is $1.76 billion
with ten year returns at 9.4%, and 10.5% in 2004. The standout fund
in this category is Excelsior Value & Restructuring Fund (UMBIX) which
turned out to be a big winner with a 16.9% annual average return in the
past 10 years.
Large Cap Blend-type Funds: There are a total of 600 funds in this group
averaging $1.44 billion in assets. This category has returned 8.9%
annually in the past 10 years, and was up 8% in 2004. Mairs & Power
Growth Fund (MPGFX) took the highest honors with an annual average
of 16.9% in the past decade.
Large Cap Growth Funds: This group averaged 7.5% annual return over
the last 10-years returns and a weak 5.8% in 2004. The top performer
was Rydex OTC Fund (RYOCX) with a 10-year record averaging 13.76%.
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